Feature studies
For nonprofits and businesses processing high volumes of daily payments, reconciling transactions is a painful, manual grind. Bookkeepers must tediously cross-check Salesforce records, credit card processor batches, and multiple bank accounts—often across payment types like ACH, Zelle, and checks. Even a single discrepancy can eat up an hour or more each day in detective work.
Our automated batch reconciliation tool runs overnight, syncing with credit card processors to pull batch data and transaction IDs. It creates matching batch records in Salesforce, checks if payments align across all systems, and instantly flags any mismatches—no manual digging required. Even non-digital payments like checks can be entered and reconciled with ease.
Organizations save up to 1 hour per day in reconciliation time. Bookkeepers log in to clear summaries showing exactly what matched and what didn’t, with pinpoint accuracy on where to look. The result? Faster closes, fewer errors, and happier finance teams—without staying up all night.
Reach out for a free 30-minute chat and let’s explore the ROI of Salesforce for your business.
