CSV Close CheckEVALUATION GUIDE

BILLING × PRODUCT ACCESS

Check the meaning.
Then compare.

A discrepancy is a question to investigate, not an automatic account action.

A useful comparison
starts upstream.

Open the comparison workspace →

  1. Use comparable exports. Align the reporting date, account scope and status definitions. A canceled subscription can still have legitimate access until the end of its term.
  2. Choose a stable shared ID. Prefer an existing customer or account ID. Display names and email addresses may change or be shared. Duplicate IDs are reported and will not be paired automatically.
  3. Map equivalent columns. Select the ID column in each file, then pair fields that mean the same thing. Names may differ: customer_id can match Account ID. Review the key preview for blanks and duplicated IDs before running.
  4. Set explicit types. Amount fields use exact decimal comparisons with your absolute tolerance. Date fields require YYYY-MM-DD. Text retains case and internal spaces after trimming edges.
  5. Investigate exceptions. Check trials, free plans, manual exceptions, grace periods and delayed exports. Missing records alone do not establish a debt, security incident or loss.
  6. Keep the report under your control. Download JSON or spreadsheet-safe CSV. Files stay in the tab during comparison; exported reports should follow your organization’s data rules.

How do I compare CSVs with different column names?

Choose each file, select its ID column, and match each selected Billing / A field to the appropriate Access / B column. Identical names are preselected for convenience; check their meanings. Other names require an explicit selection. You do not need to rename the files or edit their headers.

For example, match customer_id → Account ID and amount → Monthly price, with Amount type and a tolerance of 0.01. Both amounts must use the same currency and units. Mapping status → Access status does not make paid and active equivalent. Run the worked mapping example.

Does row order matter?

No. Records are paired by the selected ID values, not their row positions. Duplicate IDs are left unpaired for review. The preflight counts describe each selected key; they cannot tell you whether an ID is appropriate for your business.

For automation builders

The free browser tool is available now. The $9/month hosted plan adds saved rules and summary history; compare the plans. There is no public paid API. Read the machine-readable service description for its actual capabilities. Payment protocols and search listings do not by themselves establish demand.

Try four worked examples

Compare synthetic billing and access records, duplicate IDs, decimal/date differences, and different column names. Download the CSV pairs, inspect the rules and run each example locally to see the expected findings.

Evaluate the workflow

Use a synthetic example first. Then record how long setup and review take, which findings are useful, and which are explained by legitimate exceptions. Repeat with a later comparable export before deciding whether automation is worth paying for.