Payment reconciliation

Match payments with confidence

Rules match. AI explains. You confirm. Nothing posts to your accounting system without your explicit approval.

Read-only until you confirm  ·  Works with QuickBooks  ·  No auto-posting

Currently signing up beta customers — request a demo to get started.

Payment matching
Apex Industries
ACH  ·  INV-0412  ·  $8,400
Exact
Pacific Supply Co.
Wire  ·  INV-0398  ·  $12,250
Partial
Meridian Group
ACH  ·  Pending  ·  $5,100
Review
Fincline Agent confidence 97% — Ready to confirm
Rules engine matching
AI reasoning on every match
Human approval required
QuickBooks integration
Full audit trail

Who it's for

Built for teams reconciling manually

If you're matching payments to invoices in spreadsheets, Fincline was built for you.

🏢

Small businesses with high invoice volume

You process dozens of payments across multiple customers every month. Manual reconciliation takes days. You can't justify an ERP. Fincline gives you enterprise-grade matching without the enterprise price.

  • Match bank deposits to open invoices automatically
  • Handle partial payments, splits, and fees clearly
  • Close faster without hiring a specialist
  • Export confirmed matches directly to QuickBooks
📊

Accounting firms managing multiple clients

You handle the close cycle for 5, 10, or 20 clients. Every month is the same manual work repeated. Fincline standardizes the process — one platform, consistent reasoning, every client.

  • One platform for all client reconciliations
  • Custom matching rules per client if needed
  • AI explains every match — no blind trust
  • Audit trail per client for compliance

How Fincline thinks

Rules match. AI explains. You confirm.

Most tools are either rule-based and rigid, or AI-based and opaque. Fincline is both — and you always know why.

Rules engine

Deterministic matching across multiple signals. Auditable, configurable per client, and always traceable.

🤖

Fincline Agent

Plain-English AI reasoning for every match. Amount, payer, history, timing, ambiguity — all explained before you confirm.

Human approval

Nothing posts until you confirm. Read-only by default. Full audit trail on every action taken.

🏦

Bank and card import

Upload statements from any bank or credit card provider. PDF, Excel, and CSV supported. No special format required.

📋

Audit trail

Every match, confirmation, and export logged with confirming user and timestamp. Always traceable and defensible.

📤

QuickBooks export

Push confirmed reconciliations directly to your accounting software. Or export manually. Your choice, every time.


How it works

Four stages from upload to close

Fincline follows your existing close workflow — it just does the matching and reasoning work for you.

1
Connect

Upload payments

Connect your bank or upload statements and payment processor files. Transactions extracted and classified automatically.

2
Import

Upload invoices

Connect QuickBooks or upload receivable and payable invoices manually. PDF, Excel, and CSV supported.

3
Review

Review matches

Rules engine suggests matches. Fincline Agent explains each one. Confirm high-confidence matches and flag exceptions.

4
Close

Export and close

Confirmed matches move to the reconciliation queue. Push to QuickBooks or export manually. Never writes until you say so.


Built for trust

Read-only until you say so

Every action is logged, every confirmation is explicit, and your accounting system is never modified without your approval.

🔒

Read-only by default

No accounting records are changed until a user explicitly confirms a match. No auto-posting, ever.

👤

Human approval required

Every confirmation requires deliberate user action. Bulk confirmation available for high-confidence queues — never automatic.

📋

Full audit trail

Every match, confirmation, and export is logged with the confirming user and timestamp. Always traceable.

Contact

Get in touch

Questions about Fincline, getting started, or pricing.

General inquiries

Product questions and getting started.

hello@fincline.com
Request a demo →

Company

Fincline by Neomite Labs LLC.
California, United States.

neomite.ai