Records disagree.
Processor reports, bank settlements, and ledger entries tell different stories. Your team has to reconstruct the difference.
BFSI / B2B payments fintechs
Resolve payment exceptions with a clear owner and a complete evidence trail.
Corvx helps payments teams improve one costly reconciliation workflow—from source records and investigation through approval and handover.
Professional services
One defined exception class.
A decision before implementation.
An operating handover.
Where time goes
The mismatch is only the start of the work.
For finance and payments operations leaders, the difficult part is often what happens next. These are illustrative situations, not client case studies.
Old exceptions keep returning.
An aged item needs another export, another spreadsheet, and another investigation before anyone can move it forward.
Approvals stall between teams.
Finance is waiting on operations. Operations is waiting on a reviewer. The next decision has no clear owner.
Evidence gets rebuilt.
A review request sends people back through files and messages to explain an outcome they already investigated.
A working resolution path
Keep the evidence and the next action together.
- 01
Source records
Link the records that explain the item.
- 02
Exception classification
Identify the break and the rule that applies.
- 03
Assigned investigation
Give an owner the evidence and next action.
- 04
Human approval
Route the proposed outcome to the authorized reviewer.
- 05
Retained evidence
Keep the disposition and required approval record.
Still unresolved? The item stays visible, assigned, and subject to the agreed escalation path. An open item is never treated as an approved outcome.
Two-stage engagement
Establish the problem.
Then implement the right response.
01 / Decide
Reconciliation Control Diagnostic
Start with one defined transaction or exception class. Establish where the records come from, who owns each step, and what the investigation costs in time and manual effort.
- A source and ownership map, with an agreed operating baseline.
- A risk register covering data, permissions, integrations, and controls.
- A recommendation and a scoped implementation brief with acceptance criteria.
The decision: improve existing tools, adopt a suitable platform, implement a focused change, or make no implementation investment.
02 / Implement
Exception Resolution Control Loop
Implement the approved solution for that bounded workflow, connecting evidence, investigation, and human review across the agreed systems.
- Approved integration, evidence links, routing, and escalation for unresolved items.
- Human review checkpoints, evaluation, and documented access and change controls.
- An operating runbook, customer-owner training, and stabilization review.
The handover: a workflow your team can operate, with acceptance evidence and documented QA and rollback arrangements.
Your systems, connected by the work
Start with the stack you already use.
Corvx maps the boundary around your processors, banks, ledgers, ERPs, and reconciliation platforms. We assess available interfaces, permissions, and data quality before agreeing an integration.
- Processors
- Banks
- Ledgers
- ERPs
- Reconciliation platforms
The recommendation follows the workflow and the evidence. Integration feasibility and any platform purchase are decisions to establish during the diagnostic.
What acceptance means
A traceable exception.
An agreed measure of progress.
Each in-scope exception has source evidence, a classification, an owner, a status or disposition, and approval evidence where required.
Before implementation, we agree an operating baseline such as investigation time, manual touches, or exception aging—alongside quality and control acceptance criteria, exclusions, and an observation period.
Why Corvx
Know who owns delivery—and what you will receive.
Named engagement ownership
A named Corvx owner coordinates the agreed work through acceptance and handover.
A bounded scope, shared responsibilities
The engagement defines the exception class, system boundary, and customer responsibilities for access, reviews, and approvals.
Documented acceptance and handover
Your team receives the acceptance record, operating documentation, and training needed to take ownership.
A useful starting point
Bring one recurring problem.
This engagement fits teams that can identify a recurring exception, name the person who owns the process, and arrange an approved route to representative sample data.
You do not need a finished specification. Bring the systems involved, where investigations stall, and who needs to approve the next step. We use that context to define a useful diagnostic.
Before we begin
Questions from payments teams.
Do we need to replace existing systems?
Usually the first question is what your current tools can already support. The diagnostic may recommend improving configuration or process, integrating existing systems, adopting a suitable platform, or making no implementation investment. Corvx provides professional services, not a reconciliation SaaS platform or proprietary matching engine.
Where is AI used?
Where it is useful and approved, AI can assist with classification, finding evidence, drafting investigation notes, and routing. We evaluate it against representative examples and agreed quality criteria. Financial judgment and approval remain with your team.
Who approves financial outcomes?
Your authorized people retain approval authority for financial outcomes, postings, settlement, and remediation. Corvx defines and implements the review and escalation path with you. The engagement does not authorize autonomous financial decisions or payment execution.
What data is needed to begin?
A representative, approved sample for one transaction or exception class, the relevant source records, and the process and approval documents available today. We agree access, permissions, and the data boundary with your owners before work begins. Use the contact form to describe the problem; arrange the sample-data route separately.
What determines scope and timing?
The exception class, source systems, entities, integration depth, data sensitivity, and acceptance requirements shape the scope. Access readiness and customer review time also affect delivery. The diagnostic produces a scoped implementation brief; timing is agreed against its dependencies.
What happens after handover?
Your operating owner receives the runbook, training, and stabilization findings. Optional continuity is scoped after acceptance, with named capacity, supported workflows, response targets, and change limits. Further exception classes are agreed separately.
Industry applications
Where this work applies
Start with the exception
Which exception class takes the longest to investigate?
Tell us where it gets stuck, which systems it crosses, and who owns it today.
Discuss your reconciliation workflow