Reconciliation & Dispute Resolution, Automated
Automated reconciliation and end-to-end dispute management — match transactions across systems, surface breaks, and resolve chargebacks and claims with a full audit trail.
Start a ProjectFlowDMS reconciles transactions across every source — your ledger, bank statements, card switch, and payment processors — auto-clearing what matches and surfacing the breaks that do not. Unreconciled items and exceptions are routed by rules for fast resolution, while disputes and chargebacks are managed from intake to settlement with SLA tracking and a complete audit trail. It turns days of manual matching and scattered dispute spreadsheets into one controlled workflow.
Capabilities
Automated Reconciliation
Match transactions across multiple sources — ledger, bank, switch, processors — and auto-clear what agrees.
Break & Exception Management
Surface mismatches and unreconciled items, with rules to route, age, and resolve them.
Dispute & Chargeback Cases
Raise, track, and resolve disputes, chargebacks, and representments across their full lifecycle.
Workflow & SLA Automation
Route cases by type and priority with deadlines, escalations, and reminders.
Source Integrations
Ingest data from core banking, card switches, payment gateways, and statement files.
Audit Trail & Analytics
Full case history, aging reports, and settlement and recovery dashboards.
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