Credit Card Reconciliation Software for a Cleaner, Faster Close
Bring card feeds, receipts, coding, and approvals together throughout the month so finance teams can resolve issues before they delay the month-end close.
Why Finance Teams Use ExpensePoint for Reconciliation.
85%
Faster Project Expense Reconciliation
40%
Reduction in Month-End Closing Time
150+
Finance and Business System Integrations
102,000+
Users That Trust ExpensePoint
Reconcile Throughout the Month, Not After It
ExpensePoint helps mid-sized organizations connect card transactions with the receipts, business purposes, coding and approvals needed for accounting. Teams can resolve missing details as activity arrives.
For finance groups managing several entities, issuers or ERP systems, credit card reconciliation software creates one review process while preserving the financial structure each operation requires.
Small Reconciliation Gaps Become Month-End Delays.
Card reconciliation slows down when the transaction, receipt, coding, and approval arrive on different timelines. Each unresolved item adds another task before accounting can close. That pressure grows across entities, issuers, and accounting systems.
5%
Card Transaction and Receipt
Finance needs both records connected before it can confirm that the charge is documented. If either record is missing, the transaction remains open and requires manual follow-up.
15 hrs/mo
Merchant, Date and Amount
Differences across these fields can signal the wrong receipt, a duplicate, or an incomplete expense. Finance must resolve the difference before confirming the correct supporting document.
7-10
Can Stop a Clean Export
Project, department, location, or GL details may need to be completed before approved data moves into accounting. Incomplete coding also weakens project, department, and entity reporting.
30%
Create Different Feed Formats
Multi-entity organizations often need one review process across banks and card programs. Standardized review reduces the need to rebuild each feed manually.
$5 million
Concentrates Unresolved Work
Charges left unmatched during the month become urgent follow-up when statements and ledgers are ready to close. Earlier exception handling spreads the work across the reporting period.
Built for a More Continuous Reconciliation Process
Effective reconciliation software should surface missing information early and move approved data into accounting without repeated comparison. By connecting transactions, receipts and approvals in one workflow, finance teams spend less time chasing documentation and more time reviewing exceptions that genuinely require attention.
Import Card Activity from Existing Programs
ExpensePoint can connect established corporate and personal cards so transactions enter the expense workflow during the reporting period.
Create Expense Records from Transactions
Transactions can be converted into expenses automatically or reviewed first. This gives finance control over how different card feeds enter the process.
Match Receipts and Verify Details
Receipt and transaction information can be reviewed together, including merchant, date, and amount. Users confirm the correct supporting record before submission.
Surface Unmatched Items and Exceptions
Missing receipts, duplicate entries, policy flags, and incomplete coding are easier to address before the close date when they remain visible in the workflow.
Apply GL and Operational Coding
Expenses can include the project, cost center, department, facility, or entity details needed for accounting and management reporting.
Move Approved Data into Financial Systems
Standard and custom outputs can align approved records with existing accounting and ERP structures.
Credit Card Reconciliation for Multi-Entity Finance Teams
A successful card process depends on configuration, training, and responsive support. ExpensePoint works with finance teams before launching and remains available as card programs change.
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Maintain Different Banks and Card Issuers
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Map Different GL Structures
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Review Reconciliation Status Across Operations
Operating companies can keep established banking relationships while finance uses a common process for receipts, approvals, and reconciliation.
Each entity can use the fields, codes, and export format needed by its accounting system. The wider organization still gains consistent oversight.
Finance leaders can see unresolved transactions by cardholder, entity, project or location, helping teams focus on follow-up where it is needed most.
Easy Automation & Approval
- Create policy spend limits.
- Flag out-of-policy bookings.
- Automate routing and understand decline reasons instantly.
- Save up to 30% with better compliance.
Real-Time Savings
- Recover unused tickets in real time.
- Auto-rebook cheaper alternatives.
- Save over $139 per trip.
Implementation Support for a Reliable Close Process
Reconciliation improves when card connections, matching rules, and accounting outputs are tested before the first reporting cycle. ExpensePoint supports finance teams through setup and after launch.
Card Feed Connection
The onboarding team helps identify card programs, users, and transaction sources before configuring the account.
Matching and Coding Setup
Finance can define categories, required fields and GL mappings, so employees and approvers work with the information accounting needs.
Close Process Testing
Teams can review sample card activity and export files before go-live. This helps identify missing fields or mapping issues before the month-end.
Ongoing Reconciliation Support
Customers can reach experienced support staff when card feeds, workflows or accounting requirements change.
See Credit Card Reconciliation Software Built Around Your Close
Book a demo to review card feeds, receipt matching, exception handling, coding, approvals, and accounting outputs.
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Credit Card Reconciliation Software FAQs
What does credit card reconciliation software do?
It compares card transactions with receipts, expense details, approvals, and accounting records, so finance can confirm that charges are documented and coded correctly.
Can ExpensePoint support more than one card issuer?
Yes. Organizations can connect different corporate and personal card programs and manage the resulting transactions through one expense process.
How are receipts matched to card transactions?
Users upload receipts through the mobile or web application. ExpensePoint presents receipts and card details together, so the correct match can be reviewed and confirmed.
How can reconciliation software help month-end close?
It helps teams identify missing receipts, incomplete coding, and unresolved exceptions throughout the month, reducing the amount of catch-up work left for the close.