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  3. 5.2 Use Case Series – Transaction Matching

5.2 Use Case Series – Transaction Matching

In this video from our Writeback Extension Use Case Series, Scott Duthie, Principal Consultant at Pomerol Partners, shows us how the Writeback can be used for “Transaction Matching” during data reconciliation between two systems. Typically this done manually using either excel or other external applications, but this can become complex and with limited visibility for the team or business.

Now you can set-up your application to identify and suggest matches based on common parameters or data points such as transaction ID, Amount, or Date/Time, and then use the Writeback to confirm the transactions are the same or provide additional commentary or information.

Scott explains a few common financial use cases including:

  • Trade matching in Banking; or
  • Reconciling pending credit card payments against A/R balances.
Updated on April 30, 2021

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