Payment Reconciliation

Automatically match payments and related records across sources, directing teams to genuine exceptions rather than spreadsheets.

Reconciliation still runs on spreadsheets in too many finance teams. Transaction, invoice, card, and settlement data live in different systems, and matching them by hand is slow and error-prone.

Staple AI turns that fragmented data into a consistent record and points teams to the exceptions that actually need attention.

Bring every source together

Combine data from across the payment landscape into one place before matching.

• Payment providers, bank records, and central billing.

• Invoices and expense claims.

• Settlement and card data.

Normalize, then match

Data is normalized before matching, so records line up despite differences in format, currency, or reference.

Handle every association pattern

Match one-to-one, one-to-many, and many-to-many relationships, with tolerance and fuzzy matching for the records that never quite agree. Every exception comes with an explanation.

Deliver a clean result

Push matched results to finance systems, dashboards, and operational review queues, so the close moves faster and review is focused.

Ask to see:

• An annotated view of automated matching across sources.

• A before and after operating model with measurable impact.

• A relevant customer or integration reference.