Business owners: get alerted for unmatched payments needing allocation

Business owners lose track when payments don't match client records, causing unallocated funds. Automated alerts email the finance owner so they can investigate and allocate funds.

Business owners: get alerted for unmatched payments needing allocation

Overview

Unmatched payments create reconciliation headaches and audit risk for finance leaders. Route every unmatched payment to the finance owner with full transaction details and a tracking record, eliminating missed allocations and letting finance teams resolve exceptions faster.

Notable Features

  • Notify finance owner immediately
  • Attach payment and payer details
  • Log unmatched payments for tracking

Business owners: get alerted for unmatched payments needing allocation