Bank & Credit Card Reconciliation for M&A Analysts with Intralinks
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 in Intralinks
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. Purpose-built for teams running Intralinks — uses the native API or agent integration so nothing leaves the system of record.
Intralinks Integration Approach
Audit your Intralinks configuration
We map the specific Intralinks objects, custom fields, and workflows the automation needs to touch for your transaction advisory practice.
Build on the Intralinks API or agent
Integration happens inside Intralinks — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Intralinks with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Intralinks instance
30-minute call. We'll look at your actual Intralinks setup and show exactly how this workflow fits.