Business
Financial reconciliation
Matches your transactions and flags the ones that don’t match.
The catalog includes desktop and mobile previews with sample people and data. Ask for a live demo of any system.
What it is
A financial reconciliation system that ingests transaction records from multiple sources, automatically matches entries against ledgers or bank statements, and surfaces exceptions for manual review. Includes a reviewer dashboard for resolving mismatches and an audit trail of every reconciliation decision. For finance teams with more than one account or entity.
Features
- Multi-source transaction ingestion
- Automated entry matching against ledgers
- Exception queue for manual review
- Reviewer dashboard with resolution workflow
- Audit trail of reconciliation decisions
- Multi-entity and multi-account support
- Scheduled reconciliation runs
Platforms
- Web
Delivery modes
- Our cloud
- Client cloud
- On-prem
Integrations
- Accounting software
- Banking data provider
- SSO / SAML
- Object storage
Timeline
Custom pricing for every project.
5–10 business days
Demo
3 weeks
Build
5–7 weeks
Live
Demo in 5–10 business days, $2,500, credited to the build if you sign within 60 days. Your fixed quote usually arrives within one business day of a complete inquiry.