Reconciliation / Payment & Settlement Reconciliation
Reconciliation type

Reconcile processor settlements | down to the fee and the refund.

Match payment-processor and gateway settlement files to posted payments, fees, refunds, and chargebacks — then tie the net deposit to the bank.

~93%
AUTO-MATCH RATE
3
LAYERS RECONCILED: PAYMENT · FEE · DEPOSIT
~70%
FEWER UNIDENTIFIED DEPOSITS
Where it breaks

Why rules-based matching misses this

Gross vs. net confusion

A settlement deposit nets fees, refunds, and chargebacks together — so it never matches the invoice total.

Processor-specific formats

Every processor reports settlement differently, and mapping it by hand does not scale.

Chargebacks reconciled separately

Disputes and reversals land days later, disconnected from the original transaction.

How Astridex matches it

Reconciliation, not a rules engine

Settlement-file ingestion

Astridex reads processor and gateway settlement files natively — no manual re-formatting.

Astridex Close · reconciliationBankLedgerACH · 8841$12,400ACH · 8841$12,400Wire · 2210$84,000Wire · 2210$84,000Card · 5512$3,180Card · 5512$3,180!ACH · 9032$26,750ACH · 9032$26,7503 matched · 1 flagged for review

Gross-to-net matching

Payments, fees, refunds, and chargebacks are matched and netted to explain every deposit.

Astridex Pay · 3-way matchInvoice$48,200PO$48,200Receipt$48,200Matched — touchlessRouted to payment · no exception

Deposit-to-bank tie-out

The net settlement is matched to the bank deposit, closing the loop from transaction to cash.

Astridex Close · checklistDay 2 of closeBank reconciliationsautoAccruals & prepaidsautoIntercompany eliminationsautoRevenue cutoffin progressFlux / variance reviewin progress

Fee-schedule variance detection

Processor fees are checked against the contracted schedule and variances are flagged.

Astridex Insight · VarianceBudget vs actualBudgetActualΔRevenue1.20M1.28M+6.7%COGS480k505k+5.2%Gross margin60%60.5%+0.5ptOpex320k308k−3.8%Auto-drafted: margin +0.5pt on price, offset by COGSEvery figure links back to source transactions

How it works in practice

Match payment-processor and gateway settlement files to posted payments, fees, refunds, and chargebacks — then tie the net deposit to the bank.

Agents do the repetitive work end to end. Your team keeps control of every financial action, and every step is logged for review.

  • Settlement-file ingestion — Astridex reads processor and gateway settlement files natively — no manual re-formatting.
  • Gross-to-net matching — Payments, fees, refunds, and chargebacks are matched and netted to explain every deposit.
  • Deposit-to-bank tie-out — The net settlement is matched to the bank deposit, closing the loop from transaction to cash.
  • Fee-schedule variance detection — Processor fees are checked against the contracted schedule and variances are flagged.

Payment & Settlement Reconciliation: common questions

How does Astridex handle settlement-file ingestion?

Astridex reads processor and gateway settlement files natively — no manual re-formatting.

How does Astridex handle gross-to-net matching?

Payments, fees, refunds, and chargebacks are matched and netted to explain every deposit.

How does Astridex handle deposit-to-bank tie-out?

The net settlement is matched to the bank deposit, closing the loop from transaction to cash.

How does Astridex handle fee-schedule variance detection?

Processor fees are checked against the contracted schedule and variances are flagged.

How quickly can we deploy this workflow?

Most teams see first value in days. You connect systems read-only, set guardrails, and enable agents workflow by workflow.

Do agents take action without approval?

No. Every financial action requires human approval by default, within the guardrails you set, with a complete audit trail.

Astridex Collect freed our team from chasing invoices. DSO dropped 22 days and our collectors finally do judgment work, not reminders.
DRDana ReyesVP Finance · Northwind SaaS

See Payment & Settlement Reconciliation on your workflows.

Bring a real workflow and we’ll show exactly what changes — no slides.

See payment & settlement reconciliation matched on your data.

Connect your systems read-only and watch Astridex reconcile — with a reason on every exception.