Salesforce and billing kept in sync without the monthly cleanup

Problem

Salesforce opportunities and the billing system drifted apart, so every month-end meant a manual reconciliation to find mismatched accounts, amounts, and close dates before reporting could be trusted.

Build

A scheduled integration reconciles Salesforce against the billing system on a nightly run, matching records, flagging discrepancies, and auto-correcting the safe ones. An exceptions report surfaces only the handful of rows a human actually needs to review.

Result

Month-end stopped being a full manual reconciliation and became a review of a short exceptions list. Reporting starts from data the team trusts instead of data they first have to repair.