Finance and recurring admin
How do I reconcile invoices, payments, and transaction records without checking everything by hand?
Match records using stable identifiers such as invoice number, customer, amount, and payment reference. Automatically clear exact matches and send mismatches, partial payments, duplicates, or missing records to a review queue. Keep the reason for every exception visible.
What to check
- Which fields can reliably match records?
- Which differences can be accepted automatically?
- How are unmatched items assigned for review?