Finance & audit

Close the day in one place

Review, print or download every direct and indirect payment in real time, from any web-connected device, across every department — with deposits, fees and distributions already separated.

At a glance

  • Real time, from any web device
  • Every channel in a single view
  • Automatic ACH deposits
  • Exports your GL will accept

Capabilities

What Reporting & reconciliation includes

  • One dashboard across departments

    Finance sees the whole jurisdiction; department users see their own revenue. Same data, different permissions.

  • Real-time, not overnight

    Transactions appear as they happen, so a question at 2pm is answered at 2pm rather than tomorrow morning.

  • Automatic ACH deposits

    Funds transfer to your accounts by automatic ACH on your settlement schedule, with deposit detail matched to the transaction report.

  • Fees separated from revenue

    Because the service fee is collected from the payer separately from the payment, your deposit reflects the amount owed to the jurisdiction — not a netted figure to back into.

  • Scheduled daily email detail

    A daily email with the fields your staff reconciles against — reference numbers, dates, names and amounts — delivered before the day starts.

  • Exports and integrations

    Download CSV and report formats, or push reconciliation files directly into your financial system on a schedule.

  • Voids and refunds by privilege

    Staff can process voids and refunds within the privileges assigned to their role, with the action recorded for audit.

  • Search across history

    Look up a payment by name, reference number, date or range — the question auditors and residents ask most often.

Questions

Reporting questions

All questions
How quickly do funds reach our accounts?

Funds are transferred by automatic ACH on the settlement schedule established during implementation.

Can each department see only its own revenue?

Yes. Role-based access controls what each user can view and do, while finance retains a consolidated view.

Can reports be scheduled?

Yes. Daily transaction detail emails are standard, and additional scheduled reports can be configured.

Ready when you are

See Reporting & reconciliation configured for your agency

A 30-minute walkthrough against your departments, business rules and back-office system. No cost, no contract, no obligation.

No cost to the agency · No long-term contract · Live in days or weeks