Smarter Reconciliation Starts Here. Explore Cointab’s Powerful Features
Seamless Automation, Intelligent Matching, and Faster Reconciliation Powering Accuracy and Efficiency in Every Transaction.
Core Reconciliation Features
Reconciliation Automation
End-to-end reconciliation with intelligent matching, reducing errors and manual effort.
Multi-Party Reconciliation
Reconcile across banks, vendors, and partners in a single platform.
Manual Review
Quickly identify and resolve mismatches with search and filter tools.
Scalability
Process millions of transactions daily with high-speed, reliable performance.
Transaction Matching
Automate matching with smart rules for accuracy and compliance.
Transaction Categorization
Auto-classify transactions for better reporting and insights.
Insights and Analytics
Reports
Detailed reconciliation reports for audits and compliance.
Dashboards
Real-time analytics with interactive, customizable views.
Permissions
User Access Control
Role-based permissions for security and compliance.
Approval Workflow
Multi-level approvals for accountability and governance.
Explore More Features of Cointab
Stay updated with the latest features and capabilities of Cointab.
Source Data Automation
Automate data imports using DB connectors, APIs, email accounts, SFTP, and other integrations.
Source Data Configuration
Set up, modify, and manage multiple data sources to ensure seamless reconciliation.
ETL
Extract, transform, and load financial data accurately to enable efficient reconciliation.
Mapping
Define and configure data mapping rules for precise transaction matching between reports.
Uniqueness
Prevent duplicate transactions and ensure data integrity during reconciliation
Linking
Automatically connect transactions across different datasets for accurate reconciliation.
Recon Speed
Improve efficiency with optimized executors, batch processing, and detailed logs.
Recon Summary
Get a comprehensive overview of matched, unmatched, and pending transactions.
Reset/Recalculate
Recalculate reconciliation at any time to refresh data, apply new rules, or resolve discrepancies efficiently.
Dashboard
Access a real-time visual overview of reconciliation status, insights, and key metrics.
Widgets
Customize dashboards with interactive widgets for real-time monitoring of reconciliation data.
Exports
Download or share reconciliation reports via Email, SFTP, Google Drive, or AWS S3.
Schedule
Automate reconciliation runs at predefined intervals to ensure timely processing.
Activity Log
Maintain a detailed audit trail of all reconciliation activities for transparency and tracking.
Access Control
Assign user roles and permissions to manage data security and operational control.
Universal Search
Quickly locate any transaction, report, or record with a powerful search function for instant access.
Reports
Generate detailed reconciliation reports with insights into unmatched transactions and settlements,
Why Choose Cointab?
Automated & Scalable
Handle millions of transactions effortlessly.
Accurate & Reliable
Reduce discrepancies and improve compliance.
Customizable & Secure
Adapt to your workflows with robust security measures.
Comprehensive Insights
Real-time visibility into financial operations.
Experience the future of financial reconciliation with Cointab. Ready to transform your processes?
Start your 30-day free trial today—no credit card required!
Who Can Use Cointab?
Cointab is designed for finance and accounting professionals across industries who require accurate and efficient financial reconciliation.
Finance Teams & CFOs
Automate reconciliation and gain real-time insights into financial operations.
Accounting Departments
Streamline reporting and ensure compliance with financial regulations.
Treasury & Payments Teams
Manage multi-party reconciliations, ensuring smooth fund flows and settlements.
Auditors & Compliance Officers
Access detailed reports and ensure regulatory adherence.
E-commerce & Retail Businesses
Reconcile payments across multiple gateways and order management systems.
Financial Service Providers
Handle high-volume transaction processing with minimal discrepancies.
How Cointab Works?
- Data Integration – Seamlessly connect with banks, payment gateways, ERP systems, and other financial sources.
- Automated Reconciliation – Match transactions using Cointab’s advanced rules engine and AI-driven workflows.
- Real-Time Insights – Gain complete financial visibility through intuitive reports and dashboards.
- Exception Management – Identify discrepancies, categorize unmatched transactions, and take corrective actions.
- Secure Approval Workflow – Implement multi-level approval processes to maintain financial integrity and compliance.
- Ongoing Monitoring & Optimization – Continuously track performance and optimize financial operations with Cointab’s analytics.
Industries We Serve
eCommerce & Retail
Automate reconciliation across multiple payment gateways and order management systems.
Financial Services
Streamline complex banking transactions and inter-company reconciliations.
Healthcare & Pharmaceuticals
Ensure accurate payment tracking and vendor reconciliations.
Hospitality & Restaurants
Manage revenue reconciliation across POS systems, third-party delivery platforms, and banks.
Subscription & SaaS Businesses
Track recurring payments and prevent revenue leakage.
Simplify and Automate Your Entire Reconciliation Process
Eliminate errors, save time, and ensure financial accuracy with Cointab.