ServiceNow integration
Reconciliation that lives in ServiceNow
Your team already works in ServiceNow. Exceptions, approvals, and audit trails should live there too. We run the reconciliation — ServiceNow orchestrates the human workflow around it.
How it works together
We handle the reconciliation logic. ServiceNow handles the human workflow. The integration is bidirectional — events flow in, results flow out.
Exception tickets
Every reconciliation break becomes a ServiceNow incident with full context — source data, matching attempt, failure reason, and proposed resolution. Your ops team works exceptions in the tool they already live in.
Approval workflows
Journal entry proposals route through your existing ServiceNow approval chains. Role-based routing, SLA tracking, and escalation paths — all configured in your instance, not ours.
Reconciliation status dashboards
Real-time reconciliation status surfaced in ServiceNow dashboards. Open exceptions, ageing, resolution rate, and close readiness — visible to finance, ops, and audit without switching tools.
CMDB-driven scope
Your CMDB defines which systems, entities, and accounts are in scope. When a new subsidiary goes live in the CMDB, reconciliation coverage extends automatically.
Audit and compliance
Every agent action is logged as a ServiceNow work note. Audit trails live in your GRC module. Compliance teams review reconciliation evidence without leaving their existing workflows.
Event-driven triggers
ServiceNow events trigger reconciliation runs — period close initiated, bank file received, ERP batch complete. No polling, no schedules to maintain. The reconciliation runs when the data is ready.
Integration architecture
ServiceNow events, scheduled jobs, and Flow Designer triggers initiate reconciliation runs
Agents read from your ERP/bank/custodian systems directly — ServiceNow is the orchestration layer, not the data layer
Exception tickets, journal proposals, status updates, and audit logs written back to your ServiceNow instance via REST/SOAP
Performance Analytics dashboards, SLA reports, and GRC evidence packs generated from reconciliation metadata
Keep everything in ServiceNow
Tell us your ServiceNow instance details and reconciliation scope. We'll show you how exceptions, approvals, and audit trails integrate with your existing workflows.