Invoice-to-bank matching
Each invoice is followed through payment, settlement and ledger posting, and compared at every step.
Solutions · SaaS Companies
One record from invoice to bank.
Billing says an invoice is paid. The gateway says it collected something else. The bank received a third figure. PulseControl keeps all four in one chain and shows where it breaks.
01 · The problem
Where the work goes today.
These are the patterns this team describes most often.
- 01
Billing, the payment gateway and the ledger disagree on what was invoiced, collected and settled.
- 02
Failed and partial collections are visible in one system and invisible in another.
- 03
Refunds and disputes change the amounts after the fact, and the ledger lags behind.
- 04
Revenue reports depend on which system you trust that day.
02 · PulseControl capability
What changes.
Failed and partial collections as exceptions
A collection that fails or only partly succeeds becomes a case with the retry history attached.
Refunds that reconcile
Refunds are matched back to the original payment, so net collected revenue is the same in every system.
One definition of collected
Collected revenue is computed from matched events, and any difference is an exception rather than an argument.
03 · In the product
Five invoices, four systems.
Each row is traced from billing to the bank. A gap at any step is raised as an exception.
- 01Invoice
- 02Payment
- 03Settlement
- 04Ledger
Invoice to bank · five invoicesSynthetic data
| Invoice | Billed | Collected | Settled | Banked | Status |
|---|---|---|---|---|---|
| INV-30441 cust_0144 | ₹542,580 | ₹542,580 | ₹500,000 | ₹500,000 | Variance |
| INV-30442 cust_0145 | ₹18,000 | ₹18,000 | ₹18,000 | ₹18,000 | Matched |
| INV-30443 cust_0151 | ₹24,500 | ₹0 | ₹0 | ₹0 | Collection failed |
| INV-30444 cust_0158 | ₹9,900 | ₹5,000 | ₹5,000 | ₹5,000 | Partial payment |
| INV-30445 cust_0162 | ₹31,200 | ₹31,200 | ₹31,200 | pending | In transit |
Each row is compared across billing, gateway, settlement and bank.
Illustrative view with synthetic data.
04 · Workflow
From billing event to ledger.
- 01InvoiceRaised by billing
- 02PaymentCollected at the gateway
- 03SettlementBatched by the provider
- 04BankCredit posted
- 05LedgerReceivable cleared
05 · Outcome
What the team can rely on.
- One record of collected revenue, traceable from invoice to bank.
- Failed collections are visible to finance as well as to billing.
- Refunds and disputes are reflected consistently across systems.
Outcomes describe capabilities. No measured results are claimed.
See PulseControl with your own systems in mind.
Tell us which systems your team reconciles today. We will show you how the platform would handle them.