Operations / SETUP & MONTHLY CARE
B2B account reconciliation
Repair mismatches between approved business buyers and their commerce accounts using the designated source of truth and explicit identity checks.
30-minute call. Setup and monthly care scoped together.
At a glance
- Best fit
- Businesses with legacy dealer records, shared corporate accounts or repeated manual account cleanup.
- Tools to assess
- Shopify B2B, Dealer account database, Exception review queue
Available actions depend on your accounts, permissions and integrations.
How it works
Starts when: An authorized reconciliation runs or account data changes.
Compare local dealer records with the matching commerce company and customer records.
Identify missing users, stale contact details and valid shared-company relationships.
Apply allowed repairs using stable identifiers and avoid duplicate creation on reruns.
Leave conflicting ownership unchanged and produce a reviewable exception record.
In practice
Illustrative scenario: two legitimate contacts share one company; the reconciliation preserves both contacts and repairs a missing local account relationship.
Illustrative example. We test against your tools, rules and representative cases.
Where your team steps in
Staff resolve true identity conflicts or cases where multiple active customers claim the same contact detail.
Setup & monthly care
What to have ready
- A defined source of truth for account fields
- Stable company and customer identifiers
- Approved repair rules and audit access
What happens after launch
We review failed or incomplete runs, maintain agreed connections and adjust approved rules as your process changes.
Your proposal defines the workflow owner, review schedule, support coverage, usage costs and included changes.
Explore operations services and our South Florida service areas.
What we track
Set a baseline with your workflow owner. Review targets against your process and volume.
- Accounts reconciled successfully
- Identity conflicts requiring a decision
- Repeated repairs or duplicate records detected
LET’S MAKE WORK FLOW
Bring us the busywork.
We’ll help you choose a useful first automation.