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PivotEQ | Automates Credit Card Reconciliation

PivotEQ helps Concur Expense customers manage the accounting associated with company paid cards

Reconciling credit card spend is time-consuming and burdened with manual tasks. Every unsubmitted expense report can add hours to the process and when it’s time to pay the credit card bill, you can no longer wait, purchases must be settled and accounted for.

The Reality of Manual Credit Card Reconciliation

1   The Credit Card Statement Arrives. And … GO!

2   Pay Credit Card Company in 30 Days. Period.

3   Are All Purchases on Expense Reports? Probably Not. 

4   Compare Purchases on Statement to Expense Reports.  Again.

5   Notify Employees with Outstanding Card Purchases. Again.

6   Expense Reports Continue to Arrive. Compare to Credit Card Statement. Again. And Again.

7   Create Accounting Entries. Accrue or Not to Accrue?

8   See You Next Month!  :  ( 


 The Reality of PivotEQ Automated Reconciliation

1   Compare Purchases on Credit Card Statement to Expense Reports.  Automatically. 

2   Notify Employees with Outstanding Card Purchases. Automatically. 

3   Continue Comparison of Purchases as Expenses Reports Arrive.  Automatically. 

4   Create Accounting Entries Based on Preferences. Click a Button. 

5   See You Next Month!  :  )



PivotEQ helps Concur Expense customers automate the accounting associated with company paid credit cards by eliminating manual reconciliation between the credit card statement and individual expense reports. Credit card transactions download directly from the card provider into PivotEQ where they are matched to approved Concur expense reports.

No expense report? No problem.

PivotEQ automatically sends emails to card holders reminding them that transactions are ready to be included in an expense report. The reminder email lists the outstanding transactions and includes a log-in button Concur for quick action.

When the accounting period ends and it’s time to pay the card, PivotEQ generates a Journal Entry file to post to the ERP.

Manual Reconciliation Takes Time

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