Overview

Reconciliation can be run through our dashboard or API, so no matter whether you can code, you are able to connect to sources of the transaction data that matters to you and run the queries you want to analyse the information. This gives you confidence that the payment data you have is correct between different providers and your bank accounts.

We will always pull information in the most automated way possible, meaning you save significant amounts of time aggregating and analysing data.

There are a number of different reports you can run as standard, but you can create custom reports too. This means information like; transaction matching, settlement reporting, tracking how much tax you’re paying in different geographies, your cash position across your accounts and wallets to calculate the fees being paid for different payments methods.

Getting started

1. Input the data that you need - whether that be connecting a bank transactions feed, payment scheme reports, internal database or wallet provider. We will create an integration plan that works best for your payments stack, with minimal effort for you.
2. We will interpret that transaction information by applying data schemas to the records, so that it is then ready to be reconciled and analysed.
3. Run reconciliation reports on the transaction data. Either use our pre-canned reports, which we’ve created based on the most common customer needs, or create custom reports with the rules that best fit your business requirements.

The aim is to reduce effort for you as far as possible, so you can schedule these reports to run regularly as you wish.

Reports can be visualised in our dashboard or outputted in CSV format - it depends how your teams want to use the data.

Click here to sign up for a demo, then we will find the most efficient way to link up your transaction data sources and you can start reconciling payment data.