Payment Reconciliation With Real-Time Financial Visibility
Instant transaction validation, discrepancy tracking, and executive-ready oversight. Automatically match payments, monitor settlements, and resolve variances inside Salesforce — without manual spreadsheets or delayed month-end closes.
Automatically Match Transactions and Records
Payment reconciliation software should eliminate guesswork.
Match payments to invoices automatically
Reconcile credit card settlements
Align ACH transfers with ledger entries
Compare gateway reports to internal records
Identify unmatched or duplicate transactions
Streamline Settlement Tracking
Reconciliation isn’t complete until settlements are verified.
Track batch settlements from payment gateways
Monitor deposit timing
Compare expected vs. received amounts
Identify short payments or overpayments
Flag settlement discrepancies automatically
Reduce Errors and Financial Leakage
Manual reconciliation creates risk.
Detect duplicate payments
Identify missing transactions
Flag declined or reversed payments
Monitor chargebacks and adjustments