Finioma Data Processing and Reconciliation (FDPR) is a modern SaaS platform designed to eliminate the pain of manual data handling.
Traditional reconciliation and processing often depend on Excel spreadsheets, macros, or partial VBA automation—methods that are slow, error-prone, and difficult to maintain.
With FDPR, these tasks become structured, fully automated, and cloud-based. The result: faster processing, higher accuracy, and consistent outcomes—all while freeing your team from repetitive manual work.
And importantly, FDPR does not store your data files, ensuring security and compliance remain uncompromised.
By moving beyond outdated manual workflows, FDPR allows you to focus on analysis, insights, and business value—instead of spreadsheet troubleshooting.
What This Series Covers
- FDPR at a glance (this post)
- Reconcile Bank statement with accounting (video)
- Generate PDF invoices
- Compare data from different systems
- FDPR deep dive
How Does FDPR Work?
FDPR takes input files—your source data plus a simple instruction file—applies the defined steps (filters, lookups, merges, calculations, and more), and produces a clean, reconciled output file.
You can launch workflows directly from the web app or automate them via API.
Privacy and Data Handling
- Files are processed on the fly—no source or output data is stored in any database.
- Results files are not retained.
- Only execution statistics (e.g., data volume, processing time) is recorded to support monitoring and performance tracking.
Why Use FDPR?
✅ Fewer errors compared to manual, spreadsheet-based workflows
✅ No-code setup through an extensive library of instructions
✅ No new system interfaces—work directly from existing files and listings
✅ Fully automatable via API for hands-free runs
About the author
Marcel Frey
Marcel Frey has been working in IT and Business consulting for more than 25 years. He holds a Master in Business Economics from the University of Lausanne. Mr. Frey has been working with planning and consolidation systems since it’s early days, his current focus is on the latest generation of legal consolidation tools and data reconciliation topics.