Bank-statement matching
Configure bank-statement matching to fit roles, rules, approvals and reporting needs.

Use layered matching rules to connect bank, payment and ledger data while preserving human review for uncertain cases.

Match transactions faster and focus people on exceptions.
Bank, payment, settlement and ledger reconciliation with rule-based matching.
Configure the capabilities, roles and controls around your operating model.
Configure bank-statement matching to fit roles, rules, approvals and reporting needs.
Configure payment and receipt matching to fit roles, rules, approvals and reporting needs.
Configure settlement reconciliation to fit roles, rules, approvals and reporting needs.
Configure duplicate and missing-item checks to fit roles, rules, approvals and reporting needs.
Configure tolerance and confidence rules to fit roles, rules, approvals and reporting needs.
Configure unmatched queue and reports to fit roles, rules, approvals and reporting needs.
Import statements and system transactions
Standardise references and counterparties
Apply exact, tolerance and grouped matching
Review exceptions and post approved results
Start with this product, then add connected capabilities as your process matures.
Yes. It can start as a focused product and later connect with other intellzia Apps or Automate products through the wider intellzia One operating model.
Yes. Roles, fields, approvals, dashboards and workflow rules can be configured around the agreed scope and operating process.
A personalized demo can be shaped around your industry, current process, key exceptions and intended outcome.
Implementation is normally structured through discovery, process confirmation, configuration, testing, training and controlled go-live support.