Transaction Matching

When invoices and payments don’t match, it’s your job to figure out why. Use Leapfin to identify the root of the problem, whether it’s dunning, currency, system issues, or more.

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Matching at scale, configured to your specific business needs

Verify the completeness of each transaction

Identify and address exceptions before it’s too late

Focus on diagnosing the problem instead of time-consuming manual steps

Investigate discrepancies uncovered in your cash reconciliation

Identify matched and unmatched transactions from multiple source systems
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  • Invoice to payment
  • Refund to payment
  • Dispute to payment
  • Recognition event to line-item
  • Line-item to invoice
  • Credits to invoice

Query any amount of transactions in Leapfin so that you can easily investigate discrepancies.

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Dive into transaction-level details to reconcile down to the penny
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  • Look at every invoice issued within a specific time period and add new conditions to ensure they match.
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Trust in our security and auditability
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  • Have confidence in the security of Leapfin as we leverage industry standard security solutions and best practices. Leapfin is SOC 1 and SOC 2 compliant.
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Leapfin didn’t try to fit our business into their box. They took the time to understand the uniqueness of our business and customized Leapfin to meet our business needs. This was very refreshing.

Minnie Luo

Director of Revenue Operations at Top Hat

Automate transaction matching with Leapfin today.