Equity vesting reconciliation
2-minute demonstration with sample data; not a client result. Workday, E*TRADE, and NetSuite are trademarks of their respective owners; VEOTEQ is not affiliated with or endorsed by them. For the sharpest picture, click the gear icon in the player and choose 1080p. Playing the video loads it from YouTube. Watch on YouTube
From manual exports to reviewed, reconciled entries
Today
- CSV exports from the HR system, sent by email
- Data re-keyed into the equity platform
- Results copied and pasted into spreadsheets and the ledger
- Someone checks the math by hand, and hopes nothing slips
With VEOTEQ
- The vesting schedule pulled from the HR system automatically
- Every vest checked: date, vesting percentage, employment status, remaining balance
- One dashboard: clean vests ready, exceptions flagged with the reason
- Finance approves; the vest is triggered in the equity platform with no re-keying
- Balanced journal entries drafted, approved, and posted to the ledger with an audit trail back to every vest
Built for finance controls and audit
People approve
Your controller or stock plan administrator reviews every exception and approves entries before anything reaches the ledger.
Full audit trail
Each check, exception, decision, and entry is logged with its source records, ready for close and audit.
Least-privilege access
Connections use the minimum permissions each step needs, inside your environment and your approval paths.
Works with other HR, equity, and ERP platforms too. How we handle your data.
Take the use cases to your team
A five-page PDF you can share internally. For each use case:
- The process today and the same process with VEOTEQ
- The systems involved and the controls built in
- A link to the demo video
- How to start, from a 30-minute Fit Call to a measured pilot
See it live on a process like yours
In a 30-minute AI Fit Call we walk through the live workflow, talk through your systems and exceptions, and tell you honestly whether it fits.