Offline snapshot — last synced never • Read-only view
Demo ModeSample data only
Read-Only Demo Environment
This is a read-only demo with sample data only. In production, we connect the same way your bank, EMR, and POS already do—with secure, read-only API access.
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HIPAA Aligned
Secure data handling practices
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Read-Only Access
No modifications to your systems
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SOC 2 Ready
Enterprise-grade security (Q2 2026)
Demo Mode · Sample Data Only
This guided walkthrough shows Sam’s story with curated data.
🎯 Meet Sam: The Demo Patient
Finding Sam's $3,000
This is Sam’s story. It’s probably your story too. Sam Johnson owns Botox Bliss MedSpa. Expected $150,000 last month, deposited $147,000 — missing $3,000. Here’s where the money slipped and how we get it back.
Where did it go?
- Processor fees: $15
- Split payments: $450
- Timing mismatches: $1,200
- And more... (7 total exceptions)
How Reconcilify helps
- Riley AI finds discrepancies automatically
- You review & approve (takes ~20 minutes)
- Your bookkeeper gets reconciled books
- You get your $3,000 back
📍 Watch One Visit Flow Through Systems
Sarah Johnson's $500 Botox visit is one of Sam's exceptions. Follow it through EMR → POS → loyalty → financing → bank and see why a $15 processor fee becomes an exception.
Journey Tracker
Following: Sarah Johnson's $500 Botox visit (12/15/2024)
One concrete visit flowing through EMR → POS → Loyalty → Financing → Bank with consistent identifiers.
Exception: Processor fee ($15.00) automatically reconciled
Status: FULLY RECONCILED
You’re about to complete Step 1 of 5: Import Your Data
Ready to start? Upload POS, processor, and loyalty data. We auto-map columns.
Step 1 of 5 · Import Your Data
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