# Bank & Credit Card Reconciliation for M&A Analysts

> AI matches bank and card feeds to Datasite entries, auto-codes recurring transactions with learned rules, and surfaces only the true exceptions to the bookkeeper — close lands 5 days earlier.

- **Role:** [M&A Analyst](https://calish.com/workflows/for/manda-analyst/)
- **Category:** [Finance & Accounting](https://calish.com/workflows/category/finance-and-accounting/)
- **Specialty:** [Transaction Advisory](https://calish.com/workflows/specialty/transaction-advisory/)
- **Action:** Bank & Credit Card Reconciliation
- **Canonical URL:** https://calish.com/workflows/bank-and-credit-card-reconciliation-for-manda-analyst/

## The Problem

Monthly close for Transaction Advisory clients stalls on stubborn reconciling items — duplicate card charges, uncleared deposits, miscoded transfers — and the team burns Friday nights hunting them.

## What We Build

AI matches bank and card feeds to Datasite entries, auto-codes recurring transactions with learned rules, and surfaces only the true exceptions to the bookkeeper — close lands 5 days earlier.

## Tools & Integrations

- Datasite
- Intralinks
- PitchBook
- Google Drive

## How It Works

1. **Discovery call.** We map your current bank & credit card reconciliation process and identify where AI saves the most time.
2. **Build & integrate.** We build the workflow and connect it to the tools you already use — no software changes required.
3. **Review & refine.** You review the results, we fine-tune until it matches your standards, then it runs on autopilot.

## Tool-Specific Implementations

- [Datasite](https://calish.com/workflows/with/bank-and-credit-card-reconciliation-for-manda-analyst-with-datasite/) — Bank & Credit Card Reconciliation built natively in Datasite
- [Intralinks](https://calish.com/workflows/with/bank-and-credit-card-reconciliation-for-manda-analyst-with-intralinks/) — Bank & Credit Card Reconciliation built natively in Intralinks
- [PitchBook](https://calish.com/workflows/with/bank-and-credit-card-reconciliation-for-manda-analyst-with-pitchbook/) — Bank & Credit Card Reconciliation built natively in PitchBook

## Related Workflows

- [Operating KPI Dashboard for M&A Analysts](https://calish.com/workflows/operating-kpi-dashboard-for-manda-analyst/)
- [Time Entry & WIP Capture for M&A Analysts](https://calish.com/workflows/time-entry-and-wip-capture-for-manda-analyst/)
- [Client Onboarding for M&A Analysts](https://calish.com/workflows/client-onboarding-for-manda-analyst/)
- [Tax Document Gathering for M&A Analysts](https://calish.com/workflows/tax-document-gathering-for-manda-analyst/)
- [Tax Return Review for M&A Analysts](https://calish.com/workflows/tax-return-review-for-manda-analyst/)
- [Client Status Communication for M&A Analysts](https://calish.com/workflows/client-status-communication-for-manda-analyst/)

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