Finance
Finance and PFR reconciliation for training providers.
Bring funding oversight and reconciliation into the same provider workflow. Compare PFR figures with AiVII funding calculations, investigate differences and retain the evidence behind each review.
What you can do with AiVII Finance & PFR reconciliation
Finance teams and provider leaders reviewing funding, reconciliation and financial risk.
PFR reconciliation
Review funding-scheme comparisons for the selected reporting period, including the source report and the basis of the comparison.
Discrepancy follow-up
Use the discrepancy register to follow differences, ownership and investigation activity. Incomplete comparisons remain visible.
Reporting-year oversight
Review reconciliation trends, recurring differences and funding-scheme detail across the reporting year.
Control packs and history
Keep saved reconciliation history and reporting-year control packs alongside the evidence used for the review.
How the workflow fits together
Establish the comparison
Choose the reporting period and review the report layout, mapped funding schemes and comparison coverage.
Investigate differences
Open the relevant scheme detail and record the evidence and follow-up needed to explain a discrepancy.
Review and retain
Complete the authorised review workflow and retain the reconciliation evidence for later oversight.
Plan the right scope for your organisation
Availability depends on your selected modules, connected data and user permissions. We will confirm the relevant workflow and implementation scope during your demo and proposal.
Review tiers and pricing →Frequently asked questions
- What is PFR reconciliation in AiVII?
- It compares figures from a provider funding report with AiVII funding calculations for the chosen reporting context, then helps the finance team investigate and review differences.
- How does reconciliation relate to forecasting?
- Forecasting explores expected funding and scenarios. Reconciliation checks a reported period against the available funding calculation and source evidence. AiVII provides separate workflows for these tasks.
- Are incomplete comparisons treated as zero differences?
- No. Unavailable comparison coverage remains explicit, so a missing calculation is not presented as a reconciled zero. Reviewers need to resolve the missing coverage before sign-off.
Related capabilities
Explore Finance & PFR reconciliation with us
Bring the workflow you want to improve. We will show the relevant capability and discuss the data, people and implementation needed.
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