Transaction Matching Software | OneStream Software

Transaction Matching

Accelerate Matching and Reconciliations

Match transactional data from multiple sources and quickly resolve differences to accelerate account reconciliations and the close process.

Match transactional data from multiple sources and quickly resolve differences to accelerate account reconciliations and the close process.

  • Accelerate

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  • Improve

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  • Enhance

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    Accelerate the Period-End Close Process

    Speed transaction matching and account reconciliations.

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    Improve the Accuracy of Financial Statements

    Reduce write-offs of unexplained differences.

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    Enhance Visibility and Audit Trails

    Reduce data latency and costs with a unified platform.

    Key Features

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    Seamless Data Integration

    Load transaction data from multiple sources for matching.

    • Load data via flat files or direct connect.
    • Data can be imported daily, weekly, or monthly as needed.
    • Perform data stacking and splitting to support matching.
    Automatic or Manual Matching of Transactions

    Match a variety of transactions from multiple sources.

    • Leverage a configurable rules-driven matching approach.
    • Identify and resolve unmatched transactions.
    • Approvals, commenting and attachments.
    Built-in Reporting and Analytics

    Extensive reporting and exporting of results.

    • Produce matching scorecard and supporting analysis.
    • Present KPIs on transaction and match information.
    • Pivot reports can be exported for reporting purposes.

    Get a Live Demo of OneStream

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    Hundreds of organizations have made the leap from spreadsheets and legacy CPM applications to OneStream and never looked back. Join the revolution!

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