Less time
Cut repetitive searches and checks.
Automated bank reconciliation tailored to your workflow
Automated bank reconciliation needs to fit the way your business handles invoices, due dates and bank information. At Regifactu, we start by understanding your workflow and assessing the project scope on a platform that brings management, invoicing and finance together. Tell us what you want to connect and which tasks you want to improve.
Define the process before choosing a solution
Payment reconciliation automation starts with knowing where each data point comes from. Working with separate information is different from starting with connected processes. To propose a solution, we need to understand where the data is, how it relates to invoices and when your team gets involved. That helps us define what can be reconciled automatically and what needs your review, without assuming every business works the same way.
Describe the steps in a typical task: what information you receive, where you check it and what you need to verify before marking it complete. No technical…
What changes day to day
More accuracy
Separate likely matches from items needing attention.
Better forecasting
See sooner what has been paid, received or is still outstanding.
A connected management foundation
Regifactu brings business information and processes together in the cloud. Invoicing and finance share this foundation with customer management and operations. Explore the business platform to see how this project fits into your wider operations.
If you need automated invoice reconciliation, it helps to specify which documents are involved and how they should link to bank information. This lets us distinguish the reconciliation goal from other recording or document management tasks.
When your workflow needs custom development
Regifactu combines its platform with custom development to handle specific processes. The project can be a focused improvement or part of a wider connection to your business environment. We define the scope around your needs, not an assumed list of features.
Our custom solutions can provide that adaptation. When requesting a quote, tell us which tools you use and what parts of the work you want to keep or change.
Tell us what you need to solve
To get started, share these three points:
- Which reconciliation task you want to improve and how you handle it now.
- Where the relevant invoices and bank information are stored.
- What outcome you need and which checks your team should still make.
With that context, we can discuss a proposal that fits your workflow. Request a quote.
Frequently asked questions
How does automatic bank reconciliation work?
Bank transactions enter Regifactu and match invoices, receipts and payments by amount, date, reference and customer. Matches reconcile automatically; uncertain items go on a list for review.
Which banks does it work with?
Any bank: import transactions from online banking exports (Norma 43 or CSV). Each account is set up at launch.
What do I gain over manual reconciliation?
Save time each week and get reliable cash flow: real balances, up-to-date outstanding receipts and cash forecasts without parallel spreadsheets.