Before I started using Reveal, I was losing thousands of dollars a month from tickets just falling through the cracks. Their Purchase Reconciler is so easy and simple to use. It's a must for any broker that wants to scale.
Levi, ITCH TICKETS
Why use Purchase Reconciliation?
Prevents writing off tickets because they don't post correctly to the POS.
You'll spend less time and money through our process versus using spreadsheets.
Automatically pulls credit card and POS activity throughout the day.
Supports manual to fully automated settings.
Ensure cancellations are properly refunded.
Track payment plans
Set up plans to more easily track and match.
Easily update foreign purchases to USD, allowing seamless matching to charges.
Option to update POS to reflect paid when matched. Reflects actual payments in cases of partial payment.
Rest assure that you have the highest level of security. Reveal uses Plaid to interact with bank and credit card transactions.
Very straight-forward process, reducing onboarding time.
Proprietary matrix matching allows batch matching of multiple charges. Balanced matrices show when the number of charges match the number of purchase orders. Faster and more efficient than individual matching.
Enhanced matching with American Express
Order level details take matching to the next level, resulting in more exact matches and faster processing.