Auto Reconciliation
Automate reconciliation across banks, payment gateways, and internal records with AI-assisted matching and configurable business rules.
Key Features
AI-assisted matching helps reconcile transactions across multiple data sources using configurable rules and machine learning models, even when formats differ.
Import data from banks, payment gateways, ERPs, and internal systems via API, SFTP, or file upload.
Automatically flag mismatches and route exceptions to the right team member for resolution.
Support near real-time reconciliation workflows as transaction data becomes available, reducing reliance on end-of-day batch processing.
Complete transaction-level audit trail for every match, exception, and manual override.
How It Works
Connect your banking data sources, payment gateways, and internal systems to the reconciliation platform.
Configure matching rules or use AI-assisted recommendations to improve reconciliation workflows over time.
Transactions are matched across connected data sources using AI-assisted matching and configurable reconciliation rules.
Review exceptions, apply resolutions, and close reconciliation cycles in hours, not days.
Connect your banking data sources, payment gateways, and internal systems to the reconciliation platform.
Configure matching rules or use AI-assisted recommendations to improve reconciliation workflows over time.
Transactions are matched across connected data sources using AI-assisted matching and configurable reconciliation rules.
Review exceptions, apply resolutions, and close reconciliation cycles in hours, not days.
By The Numbers
AI-Assisted Matching
Time Saved
Daily Transactions Matched
Average Close Time
Use Cases
Discover how Auto Reconciliation adapts to different industry requirements and workflows.
Automatically reconcile payment gateway settlement records with banking data and internal order records.
Reduce manual spreadsheet reconciliation with AI-assisted matching and configurable reconciliation workflows
“What used to take our finance team 3 days now completes in 4 hours. The AI-assisted matching has significantly reduced the time our team spends on reconciliation”
Deepak Gupta
Finance Director, Velocity Commerce