NEW
AI payment matching
Confirming a payment now takes one approval
Confirming payments one at a time is tedious work.
The AI payment matching screen links them in one pass. Bolta compares incoming payments with your sales records, proposes the link, and your approval is all it takes.
Build a matching rule on a counterparty or a transfer memo, and the link happens without any approval at all.
How to use it:
- Open Finance and accounting, then AI payment matching, to see what Bolta proposes.
- Compare the payment with the sales record, then approve or reject it.
- For customers who pay every month, write a matching rule and let it run.