Solutions

Reconciliation workflows for the people doing the review.

See how the same import, evidence, review, and export workflow applies to different operating contexts.

Solution for bookkeepers

A payment reconciliation workspace built for bookkeepers

Review incoming payment exceptions across client-scoped workspaces with isolated imports, decisions, and audit history.

Solution for accounting firms

Give accounting teams one review standard for incoming payment matches while keeping client data, rules, and access isolated.

Solution for small business

Import current invoice and payment files, clear obvious matches, and review only the deposits that need a decision.