Recon Drive

Your Path to Financial Reconciliation Excellence Begins Here

Features

Core Modules
Ancillary Modules
Control Modules
Core modules -Input file mapping
Input File Mapping
Organize and configure input files for matching precision.
Core modules -Recon job automation
Recon Job Automation
From input file upload and matching to approvals and reports, Recon Drive does it all.
Core modules -Configurable multi level rules
Configurable Multi-Level Rules
Configure and choose matching rules to meet business needs.
Core modules - Recon output reports
Recon Output Reports
Download outputs, integrate them into MIS reports, or transform them into actionable data.
Core modules - Multi source cross recon
Multi-Source Cross Recon
Seamlessly handle cross-references and multi-layered, multi-source reconciliations.
Ancillary Modules- Workflow Management
Workflow Management
Streamline reconciliation workflows with structured process management.
Ancillary Modules- Approval management
Approval Management
Maintain oversight with approval mechanisms tailored to your requirements.
Core modules- Task configuration
Task Configuration
Configure and allocate tasks for procedural efficiency.
Ancillary Modules- Predefined Templates
Predefined Templates
Presets for common types of financial reconciliation.
Ancillary Modules- Downstream Action Integration
Downstream Action Integration
Take action on the reconciled data outputs.
Ancillary Modules-RPA Integration
RPA Integration
Integrate RPA tools to further reduce manual effort.
Control Modules- Access Control
Access Control
Manage user permissions and roles within Recon Drive.
Control Modules- Admin module
Admin Module
Manage various system settings.
Control Modules- User management
User Management
Create and manage users working on your reconciliation function.
Control Modules- Audit trail
Audit Trail
Keep detailed records of recon processes for transparency and compliance.

Reasons to Implement Recon Drive

Image representing elements of recondrive.
Enhanced Precision
Elevated Recon Flexibility
Data-Driven Decision Making
Efficient Workflow Management
Improved Operational Oversight & Control
Standardized Processes
Integration Capabilities
Regulatory Compliance
Fraud Detection & Prevention
Better Customer Trust

How Our Customers Are Growing Using Our Products

We placed our faith on iorta to deliver a bespoke lead management system for our newly launched direct marketing channel. They also extended their services to co-drive the platform's adoption by defining clear training and feedback loops.
Shashank Chapekar
Chief Distribution Officer, Manipal Cigna Health Insurance
We manage business opportunities and renewal collection processes across channels using Salesdrive from iorta. This has also helped us transition from a digital-focused to a digital-first enterprise.
Anup Seth
Chief Retail Officer, Edelweiss Tokio Life Insurance (ETLI)

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Find out how we empower top insurance and financial firms across India and APAC to transform their sales function through innovative digitalization!

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