Reconciliation
It's tough reconciling payments when references are rarely inputted accurately and banks pass through names in such variable formats.
We've all seen our names butchered in this way by different banks.
Our reconciliation logic helps you quickly map and tag where your money is coming from. We do the majority of the heavy lifting for you, but there will always be some payments beyond the reach of pure logic.
Intelligent matching suggestions mean you can easily identify and link payments with your customers or sub-ledgers.
The platform learns each reference or name as you link it too, so that you don’t have to manually link the same payment information twice.
Say farewell to VLOOKUPs, cross referencing billing software and searching through bank and payment provider transaction data.
Shipped by Maddie Carter-Smith and Nick Godsland
