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A ready-to-use business case toolkit for reconciliation automation

A practical toolkit for capital markets operations leaders

Manual reconciliation is widely accepted as a cost of doing business, but its true impact is often underestimated. This toolkit helps you quantify the full cost and build a clear, finance-ready case for automation using peer-validated benchmarks and a ready-to-use model.

What this guide helps you do:

This toolkit gives you a structured approach to quantify the cost of manual reconciliation and translate it into a clear investment case.

Inside the guide, you’ll learn how to:

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    Quantify the full cost of reconciliation beyond headcount - including legacy tooling, settlement fails, and break

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    Apply peer benchmarks to model realistic improvement

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    Build a CFO-ready business case with clear ROI and payback

Why this matters:

The true cost of reconciliation is often fragmented: Most organisations account for direct effort, but overlook the wider cost base across:

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    Settlement fails and associated penalties

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    Legacy tooling and IT support

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    Break investigation and error remediation

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    Audit and regulatory remediation

When included, these factors can significantly increase the total cost baseline and change the scale of the opportunity.

523% ROI
8-month payback
$4.9M average annual benefits
48% improvement in staff efficiency
51% reduction in process errors
62% faster onboarding of new processes

Start building your business case today

Download the toolkit to quantify the cost of manual reconciliation and create a finance-ready case for automation using your own data.

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See Xceptor's impact for yourself

Discover how Xceptor can transform your operations and improve efficiency with IDC's Business Value of Xceptor study.

Published by Xceptor, insights based on:
IDC White Paper, sponsored by Xceptor: The Business Value of Xceptor, January 2026
Forrester Total Economic Impact Study