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Reviewed in POC · content version 4

Review Manual Reconciliation

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Definition

Manual reconciliation is the human effort required to compare records, correct inconsistencies, or make two or more sources agree.
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Plain-Language Explanation

Manual reconciliation is the work people do when records that should agree do not. Someone compares the sources, finds the differences, decides which value is correct, and updates one or more records.
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Why It Matters

Manual reconciliation often reveals deeper issues with data flow, system integration, ownership, or trust. It may be necessary, but it should be visible.
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Example

Every Friday, a staff member compares the CRM schedule with a spreadsheet to make sure no customer appointments were missed.
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Common Misconception

No current wording.
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Remember It This Way

When records disagree, a person must make them agree.
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Related Terms

* Duplicate Entry * System * Friction * Workaround
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Sources

No current wording.
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Learn More

No current wording.
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