Simplifying complex reconciliation for high-volume enterprise partners.
A reconciliation workspace built for partners managing hundreds of properties at once, where a single monthly close used to mean days of manual spreadsheet cross-checking across every property in the portfolio.
The bigger the partner, the worse the tooling served them
Existing payout tools were built around a single property, so partners managing large portfolios had to reconcile every property separately, then stitch the results together themselves in a spreadsheet before their finance team would sign off on the month.
For our largest partners — some managing hundreds of listings — this meant a close process that stretched over several days, run by a small finance team that dreaded the start of every month.
Design for the portfolio, not the property
I led the redesign around a portfolio-level reconciliation view: properties roll up into a single ledger with drill-down to any individual listing, so an enterprise partner's finance team works from one close process instead of running the same process hundreds of times.
Discrepancies are automatically flagged and grouped by likely cause — timing mismatch, currency conversion, adjustment — so a finance analyst can clear a batch of similar exceptions in one pass instead of investigating each individually.
I worked directly with three of our largest partners as design collaborators throughout, running their real portfolios through early prototypes before a single line of production code shipped.
Outcome
“Close used to eat the first week of every month for my whole team. Now it's an afternoon.”Head of Finance, Enterprise Accommodation Group