Toolkitfieldcore Turclossie

Work

Paid spend reconciliation

A focused reading of invoices, platform export totals, and what reached the campaign report — used when finance and growth are no longer looking at the same pounds.

Hands reviewing printed documents and a pen on a desk

Who it is for

Finance partners and growth leads who need a single table of billed spend versus reported spend before a board pack or an agency change.

The result

A reconciliation table, a list of timing and naming mismatches, and a recommended close process for the next quarter.

Scope

One quarter or one fiscal year, up to four paid channels, invoices plus the exports used in campaign reporting.

Included

  • Join of invoice lines to reported campaign totals
  • A mismatch log with likely causes (timezone, currency, agency fees sitting outside media)
  • A one-hour call with growth and finance together

Not included

  • Audit-standard assurance or forensic accounting
  • Agency contract negotiation

Who does the work

Callum Ritchie leads. Fiona Mearns joins the joint call.

How it runs

  1. File request We send a short list: invoices, fee notes, and the exports that fed last quarter’s campaign pages.
  2. Join and log Totals are joined. Residual differences are classified, not smoothed.

Duration

Ten working days from complete files.

Where it happens

Remote. The joint call is by video unless you are already in Turclossie for other work.

Preparation

Invoice PDFs or a purchase ledger extract, and the exact exports used in the disputed pack.

Constraints

We do not certify accounts. We explain where campaign reporting and the ledger parted.

Fees

From £2,400 excluding VAT for one quarter and four channels. A full fiscal year is quoted after we see invoice volume.

Next step

Send the quarter in dispute and the four channels. We confirm whether the file volume fits the starting price.

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