Reconcile before you act.
A settlement can contain fees, partial refunds and timing differences. Automating a match requires clear rules for identifiers, currencies, rounding and settlement dates.
Prepare, match, review.
Illustrative scenario: provider transactions are imported, matched to invoices and grouped into reconciled and unmatched queues. A finance owner approves adjustments and investigates discrepancies. The workflow does not autonomously authorize transfers.
Give finance a clear exception queue.
Start with Discover from $750. We map the matching rules, access controls and review steps around your payment records, then identify a first workflow that makes reconciliation easier to investigate and complete.