Payment matching automation
Spend less time finding which payments belong to which records.
We can help compare payment information with orders, invoices or other records using rules agreed with your team. The output is a clearer review list, with matching criteria and exceptions you can understand.
What gets matched
The workflow can compare agreed identifiers, amounts and dates across the available records. We work with you to define what counts as a match and which cases must be left for a person. The source systems and export formats determine what is practical.
Example: orders and a payment export
An order list and a payment export could be compared to produce matched rows and a separate list of unmatched items. Partial payments, refunds or missing references could be flagged for review. This example shows a possible setup.
What we need to scope it
Representative sample records, the identifiers used in each system, and examples of the exceptions your team encounters. We agree on how to handle duplicates, timing differences and incomplete information before building a prototype.
Review and approval stay with you
Your team confirms ambiguous matches and makes accounting decisions. This service does not automatically move money or approve payments. Any write-back to a financial system would need its own agreed scope, permissions and review steps.
Price and handover
Payment matching is quoted for your specific process; the report starter is a separate offer. You receive documented rules, workflow files, custom code, an operating guide and a recorded handover. You can maintain the automation yourselves or use optional support.
Discuss your process
Tell us which task you want to change and the tools you use. We’ll arrange a free 30-minute call to discuss whether automation is a good fit.
See pricing and support options →