How to save up to 10 hours weekly with auto-reconciliation

Auto-reconciliation eliminates the manual work of matching payments to invoices by automatically syncing payment data between Alternative Payments and your connected integration.

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What Is Auto-Reconciliation?

Auto-reconciliation is the automatic two-way sync of invoice and payment data between Alternative Payments and your PSA or accounting software. When a customer pays through your Alternative Payments portal, the payment details are written back to your integration automatically -- no manual entry, no copy-pasting, no reconciliation spreadsheets.

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How It Works Step by Step

1. Invoices sync in -- Once your integration is connected, your open invoices are pulled into Alternative Payments automatically. New invoices sync as they are created in your PSA or accounting software.
2. Customers pay through the portal -- Your customers receive a billing link or invoice notification and pay using their preferred method (ACH, credit card, or Pay in Installments).
3. Payment status syncs back -- When a payment is processed, Alternative Payments updates the invoice status in your connected integration (e.g., marked as paid in QuickBooks, closed in ConnectWise).
4. Deposits are recorded -- Payment deposit details are written to the bank account you selected in your integration settings, so your books stay accurate without manual journal entries.

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What Syncs and in Which Direction

Data	Direction	Description
Invoices	Integration --> AP	Open invoices are pulled from your PSA or accounting software into Alternative Payments
Customer/contact info	Integration --> AP	Billing contacts sync so invoice notifications reach the right people
Payment status	AP --> Integration	Paid, partial, or failed status updates are pushed back to your integration
Deposit records	AP --> Integration	Payment deposit details are recorded against the bank account you configure

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Where the Time Savings Come From

Partners report saving up to 10 hours per week because auto-reconciliation eliminates:

• Manual data entry -- No re-keying payment amounts, dates, or reference numbers into your accounting system
• Payment matching -- No comparing bank deposits against open invoices to figure out who paid what
• Status tracking -- No logging into multiple systems to check whether an invoice was paid
• Error correction -- No fixing mismatched amounts or duplicate entries caused by manual processes

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How to Enable Auto-Reconciliation

Auto-reconciliation is enabled automatically when you connect an integration. There is no separate toggle -- once your PSA or accounting software is linked to your Alternative Payments dashboard, the two-way sync begins.

To connect an integration, see: Differences Between Integrations

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