PSPs Reconciliation

Available as an add-on module

Brokers working with multiple payment providers process thousands of transactions daily. CRM Central's PSP Reconciliation is a built-in module that matches CRM transaction records against PSPs data — supporting both manual uploads and Data API imports. Investigate unmatched records, audit fees, and track down missing or unallocated transfers.

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Capabilities

What's Included

  • Manual upload and Data API import from PSP records
  • Automated matching of CRM transactions with PSP data and trading platforms
  • Fee validation and discrepancy alerting
  • Unmatched record investigation workflow
  • Regulators ready compliant reconciliation reports
  • Exception handling for unallocated or missing transfers

Ready to see PSPs Reconciliation in action?

This is a built-in module, not a third-party integration. Book a demo to see it within your CRM.

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