High-Volume Transaction Matching
Thanks to proven volumes and performance, and flexible matching of any scenario, you can match transactions without data duplication and point-solution sprawl.
Feature Highlights
High-Volume Automation and Exception Management
Automate workflows and matching across multiple sources and data sets for high-volume automation and exception management.
Eliminate Redundancy and Match Anything
Avoid data duplication and eliminate redundancy by executing one-sided, three-way, or any combination of matches without reloading data.
Control Data Quality and Performance at Scale
Ensure accuracy and speed at scale with built-in data integration and quality, user-managed indexing, archiving, and purging.
Seamless Data Integration
Load transaction data from multiple sources into the OneStream platform and our transaction matching software utilizes AI for advanced anomoly detection.
- Load data via flat files or direct connection
- Data can be imported daily, weekly, monthly or ad hoc when needed
- Perform data stacking and splitting to support your transaction matching
Workflow & Process
OneStream has the ability to design the user experience around the process and apply controls, validation & governance on ESG data collection, managing the monthly, quarterly and yearly tasks together.
Leverage OneStream's Task Manager solution to manage and orchestrate the process further and enable email notifications
Reporting & Analytics
Unify financial & operational insights to drive performance and deliver value. Deliver the right information, in the right format, at the right time
- Configurable dashboard visualizations to provide deep analysis of ESG data and turn it into valuable information and insights
- Data Blending capabilities supports reporting on high volumes of non-financial data
- Perform ad hoc analysis in Excel with our Exel plug in
- Integrate with other Microsoft Office products to produce & distribute ESG PowerPoint packs, Word docs and pds with ease
Delivering 100% Customer Success
“The OneStream platform is now core to McCain Foods Limited – uniting consolidation, planning, tax and analysis teams. OneStream Services’ strong leadership and technical knowledge was instrumental in our successful implementation. Their ability to actively listen to our goals and objectives and interpret during the design phase allowed us to create a system not only to satisfy our immediate needs, but to address our future needs.”
Richard N. Burton | McCain Foods
Transaction Matching Solutions
Account Reconciliations Software
Hub – Financial Close & Consolidation
Financial Data Quality Management
Financial Reporting & Analytics Software
Transaction Matching Related Resources
Account Reconciliations – The Game Has Changed
View blog post
OneStream Transaction Matching
How West Bend Mutual Insurance Transformed Financial Close & Reporting
View blog postFAQs About Transaction Matching Software
Transaction matching is the process of comparing and reconciling two sets of transaction data to ensure they align. The goal is to ensure that both sets of data are accurate and consistent.
