Perform data reconciliation

Data reconciliation is a key step in most finance workflows. Simply put, the goal is to verify that two sets of records are in agreement for a given time period.

Many certifications require data reconciliation. For example, SOC 1 compliance requires verification of financial statements and reporting. (Metronome is SOC 1 Type 2 compliant.)

When billing through Metronome, one set of records comes from Metronome itself. The other set may come from:

• Salesforce
• Stripe
• Your own internal system

Metronome provides two main sources for data reconciliation: the API and data exports. Both require up-front developer work, but can then be automated and integrated into complex systems.

Reconcile against the API

An obvious source for your data reconciliation is the Metronome API. The most common Metronome data types are exportable through their list endpoints. For example, the /customers/{customer_id}/invoices endpoint can be used to verify the number of invoices created for a customer.

The API supports pagination to fetch records in manageable chunks.

Reconcile against data exports

Metronome supports automatic exporting of your Metronome data to your existing data warehouse. Data exports can go to the most common destinations, including S3, Snowflake, and MySQL.

To use data exports you'll need developer resources to set up the process. Your developer can also integrate the exported data into your reconciliation system.

Unlike the API, data exports also support transfer of customer data and raw usage event data. This means you can use data exports to reconcile the billing metrics used as the basis for all your billing.