Your domain expertise. Our engineering.
Build better finance workflows for your team—or deliver them to your clients.
Discuss a workflowWhat are you trying to deliver?
Start with one useful deliverable.
A connection between two systems. A reconciliation report. A management pack that no longer needs rebuilding every month.
Agree the inputs, the output and the reviewer. Prove the workflow before expanding it.
Try the reconciliation demoMonth-end reconciliation
Illustrative example · fictional data
| Reference | Ledger | Bank | Status |
|---|---|---|---|
| INV-1042 | ₹12,000 | ₹12,000 | Matched |
| ₹8,500 | ₹8,000 | Difference ₹500 | |
| ₹6,400 | — | Unmatched |
Ledger L-002: ₹8,500. Bank B-002: ₹8,000. A ₹500 difference needs review.
Sample interaction only. No accounts are changed; a production workflow would record the reviewer and decision.
Engineering where your systems meet.
For accounting practices, CFO and advisory firms, payroll teams and business-service partners.
Data connections & integrations
Bring accounting exports and operational records into an agreed format. Handle mappings, validation and the records that need attention.
File adapters · API connections where supported · migration checks
Reconciliation & exception workflows
Surface mismatches, duplicate candidates and unmatched transactions. Keep source references and professional review in the workflow.
Bank/ledger · marketplace settlements · inventory data
Management reporting
Prepare repeatable reports from approved mappings. Show where each figure came from and make missing inputs visible.
MIS packs · budget versus actual · cash visibility
Document & payroll handoffs
Track document readiness between teams, or validate the files moving between attendance, payroll and accounting.
Checklists · missing-input queues · reviewer-approved exports
Keep the client relationship.
Bring in the engineering.
When a client needs more than standard configuration, DataHarmoni can work alongside your domain team on the technical implementation.
Discuss a client requirement- Your team
- Client context, business rules, accounting treatment and final approval.
- DataHarmoni
- Technical scope, data connections, validation, workflow implementation and handover.
- Agreed together
- Acceptance criteria, access, responsibilities, support and the commercial arrangement.
A clear first engagement.
Start with the actual process and a defined result. Production deployment and ongoing support are scoped separately.
Understand the work
Review one recent example, the current tools, the manual steps and who owns the result.
Agree the pilot
Define the source, output, validation rules, reviewer, acceptance dataset and fixed scope.
Build & verify
Demonstrate the workflow against agreed examples. Expose exceptions and reconcile the outputs.
Hand over & extend
Document operation and limitations. Agree deployment, support or the next source only when needed.
Built on business-system engineering.
DataHarmoni’s engineering background spans integrations and APIs, e-commerce and hospitality systems, healthcare data exchange, event-driven platforms and workflow automation.
Read the engineering backgroundWhat a useful pilot demonstrates
- Source records remain traceable.
- Exceptions are visible, rather than silently discarded.
- Business rules have an identified owner.
- A reviewer can check and approve the result.
- The output can be reproduced and handed over.
The examples on this site use fictional records. They illustrate proposed workflows, not completed client engagements.
Bring one workflow.
Let’s define the next step.
Tell us what you receive, what you need to produce and which step is still manual.
hello@dataharmoni.comAn anonymized description is enough to start. Please leave out client records, credentials and account details.
A few practical questions.
Do we need to replace our accounting or practice software?
Usually the first step is to understand what your existing systems cover. The scope can be a supporting integration or report rather than a replacement.
Can you work with our client rather than only our internal team?
Yes. We can scope technical implementation alongside your services. Client communication, responsibilities, contracting and support are agreed before work begins.
Does DataHarmoni provide accounting or tax advice?
The service here is software engineering. Your qualified professionals define accounting treatment, interpret regulatory requirements and approve professional outputs.
Are the examples live integrations?
No. Both working demos use fixed fictional records and browser-only interactions. They demonstrate reconciliation review and management reporting without connecting to accounting platforms. The other workflow pages remain specifications. Real integrations are assessed for each engagement.
How is a project priced?
After understanding the process, we agree a bounded technical scope and quote it. Data access, source formats, acceptance criteria, deployment and support requirements determine the price.