A buyer's checklist
- Matches one-to-one, one-to-many and many-to-many
- Explains why each match was made
- Sends only real exceptions to a person
- Keeps a complete audit log of approvals and edits
- Works with your accounting system and statement formats
- Locks reconciled periods
Questions to ask
- What is automatically matched and what needs review?
- Can a reviewer see the reasoning behind a match?
- What happens to a match someone disagrees with?
Frequently asked questions
How is this different from a bank feed in my accounting software?
A feed brings transactions in. Reconciliation software proves they agree with your ledger and explains the differences.