PRONTO Receipt Matcher

Take the guesswork out of matching EFT receipts

Do your customers pay by EFT? Is it difficult for your Accounts Receivable team to match the payment to the customer due to lack of information on the bank statement?

Receipt Matcher is the solution. Turn hours of work into minutes using the auto matching technology of the Receipt Matcher.

Features:

• Load bank file by pasting or file upload
• Supports multiple bank formats
• Select keywords from bank details data
• Correct keywords (e.g - the customer puts "SS" on the payment, but you know that means "State School"). These corrections are then stored and remembered for next time you receipt
• Searches keywords to match customer
• Searches customers for a balance match to the amount paid
• Searches customers for a ageing match to the amount paid
• Searches customers for a invoice match to the amount paid
• Ranks customers in order of likely match
• Integration to Stripe Payments to get detail of payouts and match to customer references on customer transactions - including handling Stripe fees
• Posts in a batch
• Saves the bank details against that customer so if they use it again, an auto match can be suggested

Typically, 50 receipts can be processed in less than 5 minutes, resulting in significant labour savings and better accuracy. Use the cost saver calculator below to see how much you could save.