Automate credit card reconciliation
Set reconciliation to autopilot. Close the books faster.
Automatically reconcile card transactions, resolve outstanding items, and prepare accurate accounting entries—without the manual effort.
The challenge
Commercial card programs scale. Manual reconciliation doesn't.
Commercial card programs create efficiency across the organization, but reconciliation often remains manual. As cardholders and transaction volumes increase, finance teams face growing workloads, longer close cycles, and limited visibility into outstanding transactions.
Automation changes the equation, allowing reconciliation to scale without adding administrative effort.
Automate Matching
Automatically match statement transactions to expense reports, eliminating manual reconciliation and spreadsheets.
Track Real-Time Progress
See unmatched transactions and gain insight into employee behavior at any time throughout the statement lifecycle.
Drive On-Time Report Submissions
Drive faster expense submission with personalized, research-backed reminders for outstanding transactions.
Accelerate Accounting Preparation
Pivot learns spending and coding patterns down to the individual user level, helping accurately predict the appropriate expense account for unmatched transactions and reducing the work required before posting.
What is manual reconciliation costing your team?
Enter the number of employees using company credit cards.
Today
With PivotEQ
That's 0% less time spent on manual reconciliation.
Enter your cardholder and outstanding transaction estimates to see your reconciliation impact.
Build your detailed reconciliation analysis using your actual process data and see how automation could reduce reconciliation effort, unresolved transactions, and accrual workload to a fraction of today's process.
These estimates are directional benchmarks based on PivotEQ's experience with manual credit card reconciliation workflows.
From 500 Outstanding Card Transactions to 2
Before PivotEQ, Vantage Partners ended each month with more than 500 outstanding card transactions and spent over 32 hours on manual follow-up and reconciliation.
With automated matching and cardholder reminders, outstanding transactions fell to just 2 within three months—saving more than 30 hours of finance team time every month.
Follow a statement from arrival to completion
