Reconcile deposits in minutes, not hours
Upload CSV files or connect your systems. We align POS transactions, loyalty redemptions, and bank deposits—surfacing mismatches instantly with intelligent AI-powered matching.
Tri-Source Reconciliation
The only platform that reconciles POS, loyalty programs, and bank deposits in a single workflow.
POS Transactions
Zenoti, Boulevard, Vagaro, MindBody—all major med spa POS systems supported.
- Service-level revenue details
- Provider and treatment tracking
- Mixed tender breakdowns
Loyalty Programs
Allé, Aspire, Merz—track manufacturer redemptions and reimbursements.
- Redemption matching and offsets
- Reimbursement tracking
- Variance alerts for missing credits
Bank Deposits
Square, Stripe, bank statements—reconcile all payment processors.
- Daily deposit verification
- Fee and chargeback tracking
- Batch deposit reconciliation
How Reconciliation Works
Three simple steps from data upload to reconciled exports.
Ingest
Upload CSV files or connect via API to your EMR/POS, payment processor, and loyalty platforms. Auto-column mapping recognizes your data format.
Match
Hybrid AI + rules engine aligns amounts, timestamps, and descriptors. Every match includes confidence score and decision rationale.
Resolve
Review exceptions in a swipeable queue. Bulk approve, adjust, or escalate. Export reconciled data to QuickBooks or your accounting system.
Exception Center
One unified queue for all reconciliation exceptions. Approve, deny, or flag for audit—with bulk actions for similar patterns.
Underpayments
Catch when bank deposit is less than POS total
Mixed Tenders
Split payments across credit, cash, and loyalty
Timing Drifts
Transactions that cross midnight or business days
Descriptor Ambiguity
When transaction descriptions don't clearly match
From Receipts to Revenue Insights
Don't just reconcile—understand your business. Tie deposits to services, providers, and campaigns.
Why Reconciliation Pays
Real ROI from day one, with immediate impact on your bottom line.
Recover Lost Revenue
Catch missed loyalty reimbursements, underpayments, and processing errors that add up to thousands per month.
Dramatically Reduce Reconciliation Time
Cut manual reconciliation time from days to minutes. Let your team focus on patient care instead of spreadsheets.
Audit Trail & Compliance
HIPAA-ready audit logs for every match and decision. Immutable records satisfy auditors and regulators.
Real-Time Visibility
Know your financial position daily, not weeks later. Make informed decisions with up-to-date data.
Treatment-Level Insights
Understand profitability by service, provider, and campaign. Optimize your mix based on actual revenue data.
Error Prevention
Eliminate manual data entry mistakes. AI-powered matching designed for high accuracy with confidence scoring on every transaction.
Ready to Transform Your Reconciliation Process?
Join medical spas reconciling deposits in minutes instead of hours. Start your free trial today.