For financial services partners: keep payments matched to invoices
For financial services partners: keep payments matched to invoices
Finance partners see gateway payments go unapplied, creating reconciliation gaps and audit risk. Post payments and match invoices so finance owners and bookkeepers have accurate, reconciled records.
Overview
Unapplied gateway payments create reconciliation gaps and audit risk for small financial services firms. This workflow posts received payments to your accounting system and matches them to invoices, so finance owners and bookkeepers start reconciliations with accurate, auditable records.
Notable Features
- Post payments to accounting system
- Match payments to open invoices
- Notify finance owner on exceptions