Salesforce-native bank reconciliation
Bank Reconciliation on Salesforce for Faster Financial Accuracy
Less manual matching. More confidence in your cash position.
Automate bank reconciliation and keep records accurate with a Salesforce ERP platform connected to real-time manufacturing finance. Give finance teams a clearer view of cash flow as the business moves.
Automated transaction matching
Real-time cash visibility
Audit-ready financial records
Bank Reconciliation Flow
Connected
Bank statement imported
Bring bank transactions into Salesforce.
Import
Transactions matched
Match activity against invoices and payments.
Match
Discrepancies flagged
Surface unmatched items for review.
Review
Records reconciled
Maintain a clear, audit-ready history.
Reconcile
From bank activity to accurate records. One connected reconciliation cycle.
Bank accounts
Receivables
Payables
General ledger
Matching
Automated reconciliation
Visibility
Real-time cash position
Detection
Early discrepancy alerts
Controls
Audit-ready records
Match bank transactions with invoices, payments, and journals in real time. Improve accuracy, reduce delays, and gain clearer cash-flow visibility.
The problem
Manual Reconciliation Slows Finance Down
Spreadsheets and disconnected accounting processes make it harder to keep financial records current and close on time.
In most finance teams
Disconnected Records, Repeated Work
Bank statements exported and matched manually
Transactions reconciled in spreadsheets
Finance and ERP systems operating separately
Discrepancies discovered days or weeks later
The impact
A Slower Close and Less Certainty
Delayed month-end close
Inaccurate cash-flow reporting
Compliance and audit risks
Finance time spent on repetitive matching
Axolt connects bank activity to finance ERP workflows and operational records, so teams can reconcile and close with greater confidence.
Core capabilities
Everything Reconciliation Needs
Matching, visibility, exception handling, and financial controls work together inside Salesforce.
Automated Transaction Matching
Match incoming and outgoing bank transactions with invoices, journals, receivables, and payables.
Automatic transaction matching in real time
Payment and invoice matching
Bank statement imports
Reduced manual adjustments
Faster financial close with less effort
Real-Time Financial Visibility
Keep records current with bank activity and connect your cash position to budgeting and forecasting.
Real-time cash balance visibility
Customer and vendor payment tracking
Outstanding and unreconciled item visibility
Working capital position in real time
A clearer view of your cash position
Discrepancy Detection
Identify errors, missing transactions, and unusual activity before they affect reporting or operational decisions.
Unmatched transaction alerts
Duplicate payment detection
Missing payment identification
Reconciliation exception reporting
Catch problems before they compound
Cash Flow Management
Support financial decisions with accurate reconciliation and cash-flow forecasts aligned to real-time budgeting.
More accurate cash-flow forecasting
Better working capital visibility
Improved payment tracking
Reduced reconciliation delays
Better liquidity management
Audit-Ready Financial Controls
Maintain reconciliation activity with complete traceability, supporting compliance without additional manual record keeping.
Full reconciliation history retained
Transaction-level traceability
Approval workflows and timestamped records
Salesforce-grade security
Audit-ready records throughout the cycle
Connected Finance Ecosystem
Connect reconciliation to receivables, payables, budgeting, and operational ERP workflows.
Match receivables to incoming payments
Track payables against vendor transactions
Align reconciliation with cash-flow forecasts
Synchronised financial reporting
Finance and operations on one platform
Product experience
See Bank Reconciliation Inside Axolt
Automatically match transactions, detect discrepancies, and maintain accurate financial records.
Automated Transaction Matching
Match bank transactions with invoices, payments, receivables, and payables in real time.
Real-Time Reconciliation
Keep reconciliation status current as transactions occur, without waiting for month-end.
Discrepancy Detection
Identify unmatched, duplicate, or missing transactions early.
Cash Flow Visibility
See balances, payments, and working capital across the business.
Connected Finance Operations
Connect finance ERP workflows, receivables, payables, and operational reporting.
Audit-Ready Controls
Retain approval workflows, audit trails, and transaction-level visibility.
Axo AI on Agentforce
AI-Powered Finance Workflows with Operational Intelligence
Axo AI helps finance teams identify reconciliation risks, detect anomalies, and automate financial actions with audit visibility at every step.
Explore Axo AI →Detect unusual transaction patterns
Identify reconciliation risks before close
Recommend corrective actions in real time
Automate workflow approvals with controls
Surface financial anomalies across accounts
Maintain audit trails automatically
Before vs after
From Manual Matching to Automated Accuracy
Connect bank activity to your financial records, and give every exception the context needed to resolve it.
Traditional Process
Download a bank statement into a spreadsheet
Match transactions manually against ERP records
Investigate discrepancies through emails and calls
Make manual adjustments, with room for error
Delay close while completing the audit trail
Axolt on Salesforce
Import bank transactions into Salesforce
Match invoices and payments in real time
Flag discrepancies with the full transaction context
Route approvals with a recorded audit trail
Close faster with records ready for audit
Connected finance
Reconciliation Connected to Your Finance Ecosystem
Bank reconciliation works alongside every financial and operational function inside Salesforce.
Bank Accounts
Import bank statements and match transactions automatically.
Budgeting & Forecasting
Align cash-flow forecasts with reconciled financial data.
Audit & Compliance
Retain reconciliation history and transaction-level traceability.
ERP Operations
Bring finance and operations into one real-time data model.
Built for
Operational Businesses That Need Financial Precision
For teams managing high transaction volumes, compliance requirements, and cash-flow accuracy.
Healthcare & Pharma
Maintain financial traceability, reconciliation accuracy, and compliance-focused reporting.
Distribution
Reconcile high-volume transactions across warehouses, suppliers, and operating locations.
Food & Beverage
Manage fluctuating operating costs and supplier transactions with current financial visibility.
Services
Track project billing, customer payments, expenses, and bank activity in one connected platform.
Industrial Equipment
Reconcile complex procurement cycles, large transactions, and multi-entity financial activity.
Why finance teams choose Axolt
Faster Reconciliation. Clearer Cash Flow. Stronger Controls.
Give your finance team more time for decisions and less time for repetitive matching.
Faster reconciliation cycles
Reduced manual finance effort
Improved financial accuracy
Better cash-flow visibility
Faster month-end close
Reduced reporting discrepancies
Stronger audit readiness
Salesforce-grade security and compliance
Ready to simplify bank reconciliation?
Accurate. Automated.
Audit-Ready.
Improve financial accuracy, reduce reconciliation effort, and gain real-time cash-flow visibility on one Salesforce ERP platform.
Automated matching
Real-time cash visibility
Faster close
Full audit trail