Match with context
Connect remittances and deposits by amount, payment trace, and practice entity—not just a similar-looking number.
Every payment,
accounted for.
Match what the payer sent to what arrived in the bank. Work through the exceptions with the evidence in front of you.
Become a design partner ↗INSIDE THE SUITE / RECONCILIATIONINTERACTIVE PRODUCT CONCEPT · SAMPLE DATA
INTERACTIVE DEMO · FICTIONAL DATA
Reconciliation
Sample workspace only. No real files, account connections or posting.
Resolve the differences
See missing remittances, partial payments, and provider adjustments in a focused review queue.
Keep a clear record
Know which payments are supported, which need a second look, and what is ready for a controlled posting step.
Start alongside your billing system. We’ll confirm your remittance data, bank evidence, and posting needs before onboarding.
One part of a
complete financial suite.
See how it all works together ↗Start with what’s
slowing you down.
Become a design partner for priority access and included software for eligible design partners. Together, we’ll agree on the workflows that matter most to your practice.
Become a design partner ↗