Bank Reconciliation Built for Faster Financial Accuracy
Reconcile bank transactions automatically, reduce manual finance work, and maintain accurate financial records — inside a Salesforce ERP platform Built for real-time manufacturing finance and operational visibility.
Bank Statement Imported
Transactions pulled in automatically
Auto-Matched
Invoices and payments reconciled
Discrepancies Flagged
Exceptions surfaced instantly
Records Reconciled
Audit-ready and closed
The Root Cause
Why Manual Reconciliation
Slows Finance Down
Many businesses still rely on spreadsheets and disconnected accounting processes that make reconciliation time-consuming, error-prone, and impossible to close on time.
In Most Finance Teams
- Bank statements exported and matched manually
- Transactions reconciled in spreadsheets
- Finance and ERP systems operating separately
- Discrepancies found days or weeks later
The Impact
- Delayed month-end close
- Inaccurate cash flow reporting
- Compliance and audit risks
- Finance team time wasted on manual matching
Axolt automates reconciliation workflows so finance teams can close faster and with confidence — connecting bank activity directly to finance ERP workflows and operational records inside Salesforce.
Core Capabilities
Everything Reconciliation Needs
Automated Transaction Matching
Automatically match incoming and outgoing bank transactions against invoices, payments, journals, receivables , and payables — eliminating repetitive manual work.
- Automatic transaction matching in real time
- Payment and invoice matching
- Bank statement imports
- Reduced manual adjustments
Real-Time Financial Visibility
Keep financial records current with live bank activity — so finance teams always have an accurate cash position, connected to budgeting and forecasting.
- Real-time cash balance visibility
- Incoming customer and vendor payment tracking
- Outstanding and unreconciled item visibility
- Working capital position in real time
Discrepancy Detection
Identify errors, missing transactions, or unusual activity quickly — before they impact reporting, compliance, or operational decisions.
- Unmatched transaction alerts
- Duplicate payment detection
- Missing payment identification
- Reconciliation exception reporting
Cash Flow Management
Better reconciliation drives better financial decisions — keeping cash flow forecasts current and aligned with real-time budgeting
- More accurate cash flow forecasting
- Better working capital visibility
- Improved payment tracking
- Reduced reconciliation delays
Audit-Ready Financial Controls
Every reconciliation activity automatically maintained with full traceability — meeting compliance requirements without extra effort.
- Full reconciliation history retained
- Transaction-level traceability
- Approval workflows and timestamped records
- Salesforce-grade security throughout
Connected Finance Ecosystem
Reconciliation connected directly to Accounts Receivable, Accounts Payable, budgeting, forecasting, and operational ERP workflows
- Match receivables against incoming payments
- Track payables against vendor transactions
- Align reconciliation with cash flow forecasts
- Synchronised financial reporting
Product Experience
See How Bank Reconciliation Works Inside Axolt
Automatically match transactions, detect discrepancies, and maintain accurate financial records — all in real time.
Automated Transaction Matching
Automatically match bank transactions with invoices, payments, receivables, and payables in real time.
Real-Time Reconciliation
Continuously update reconciliation status as transactions occur — no waiting for month-end.
Discrepancy Detection
Identify unmatched, duplicate, or missing transactions early before they impact reporting.
Cash Flow Visibility
Get real-time insights into balances, payments, and working capital across the business.
Connected Finance Operations
Integrated with finance ERP workflows , receivables, payables, and operational reporting.
Audit-Ready Controls
Maintain full traceability with approval workflows, audit trails, and transaction-level visibility.
Before vs After
From Manual Matching
to Automated Accuracy
Traditional reconciliation creates lag, errors, and compliance risk. Axolt closes the gap between bank activity and financial records in real time.
Connected Finance
Reconciliation Connected
to Your Entire Finance Ecosystem
Bank reconciliation should not operate in isolation. Axolt connects it directly to every financial and operational function inside Salesforce.
Bank Accounts
Statements imported and matched automatically
Accounts Receivable
Incoming payments matched to customer invoices
Accounts Payable
Vendor payments reconciled against purchase records
Budgeting & Forecasting
Cash flow forecasts aligned with reconciled data
Audit & Compliance
Full reconciliation history with transaction-level traceability
ERP Operations
Finance and operations from one real-time data model
Built For
Operational Businesses That Need
Financial Precision
Axolt bank reconciliation is built for industries where transaction volume, compliance, and cash flow accuracy are non-negotiable.
Manufacturing
Track production-related payments , procurement activity, and operational cash flow accurately in real time.
Healthcare & Pharma
Maintain financial traceability, reconciliation accuracy, and compliance-focused reporting across operations.
Distribution
Reconcile high-volume transactions across warehouses , suppliers and operational locations efficiently.
Food & Beverage
Manage fluctuating operational costs and supplier transactions with real-time financial visibility.
Services
Track project billing, customer payments, operational expenses, and bank activity in one connected platform.
Industrial Equipment
Reconcile complex procurement cycles, large transactions, and multi-entity financial activity with confidence.
Measurable Outcomes
What Businesses Achieve with Axolt
Ready to Simplify Bank Reconciliation?
Accurate. Automated.
Audit-Ready.
Improve financial accuracy, reduce reconciliation effort, and gain real-time cash flow visibility — all inside the Salesforce ERP platform