Financial Reconciliation
Reconcile payments in real time.Not at the end of the month.
Your finance team is excellent. But even the best teams spend days every month matching payments to invoices, chasing failed charges, and reconciling across systems. We find those bottlenecks and automate them — so your team closes the books faster and recovers more revenue with fewer manual steps.
95%+
payment recovery rate
Automated retry + patient outreach
Real-time
reconciliation
No more end-of-month scramble
Zero
manual posting
Auto-match payments to invoices
We trace your money flow
We sit with your finance team and map every step from charge to posted payment. We find where money gets stuck, lost, or delayed — and where your team spends the most manual effort.
We automate the manual steps
Not the entire finance operation — the specific reconciliation, posting, and recovery steps that eat up your team's time. Built on top of your existing billing and accounting systems. AI matches payments to invoices when the data doesn't line up cleanly — partial payments, name mismatches, split charges. Clean matches use rules.
Your team closes faster
Same people, same systems, fewer spreadsheets. Your finance team handles exceptions and strategy instead of matching payments line by line.
"My billing software already does some of this."
It probably does. We don't duplicate what works. We find the gaps — the manual steps your accounting software doesn't cover — and automate those. Every organization's gaps are different. That's why we start with an assessment, not a demo.
Problems We've Solved
Common Financial Reconciliation bottlenecks we automate
Every operation is different. We work with you to identify the ones that cost you the most.
With an engineer — not a salesperson. No commitment.
Real Results
How a healthcare network cut financial assistance processing from 8 hours to 45 minutes
A healthcare organization had an excellent finance team managing financial assistance applications. The work was thorough but entirely manual — reviewing each application, verifying income documentation, cross-referencing eligibility criteria, and calculating assistance levels. Each batch took a full workday. During peak periods, the backlog grew and patients waited weeks for a decision.
We mapped their workflow end-to-end, identified the highest-effort manual steps, and built automation for document extraction, eligibility verification, and assistance calculation. Applications are processed automatically, with only the edge cases flagged for human review.
The team didn't change — they were already excellent at their jobs. What changed was how much manual work they had to do. Processing that took 8 hours now takes 45 minutes. Patients get answers in days instead of weeks. The same team handles more volume with higher accuracy and less burnout.
See more results91%
time reduction
8hrs
down to 45 minutes
95%+
accuracy rate
3x
more applications processed
How We Work
What a typical engagement looks like
No two engagements are the same — because no two financial workflows are the same. But this is the general shape.
Assess
We sit with your finance team. We trace every dollar from charge to posted payment. We identify the manual steps that cost you the most time and the most money — and tell you exactly what we'd automate and what ROI to expect.
Free workflow exploration + $1,999 deep roadmap
Build
We build the automations on top of your existing billing and accounting systems. Payment matching, failed charge recovery, cost estimates, payment plans — all integrated with your current workflow. Tested with real financial data.
$25K–$75K depending on scope
Run
We monitor reconciliation accuracy, recovery rates, and processing times. When your fee schedules change, we update. When you add payment methods or payers, we adapt. Your team focuses on strategy and exceptions — we handle the plumbing.
$2K–$5K/month · 30-day cancel anytime
Expand
Most clients start with payment posting and failed charge recovery. Once those are running, we add cost estimates, payment plan automation, and refund management. Same approach, compounding efficiency.
Scoped per project
$50K Savings Guarantee
If we can't identify $50K in annual savings during the Roadmap phase, we refund the $1,999. You keep the analysis either way.
We Work With Your Stack
We don't replace your systems. We connect them.
We've built integrations with these systems — but if yours isn't listed, we'll figure it out. That's the job.
Common Questions
Before you book
Let's find where your money gets stuck.
Schedule a workflow exploration call with an engineer — not a salesperson. We'll map your financial workflow, find the manual steps that cost you the most, and tell you exactly what we'd automate. Free, no obligation.
Book Free AssessmentOr call us: 1-877-326-1761