QX QuickRecoQX Global
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Related Products
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About
Nucleus is a data management platform designed to streamline and automate the handling of customer and operational data across various systems. It enables users to connect and link similar records through smart matching, utilizing exact and fuzzy matching techniques with customizable auto-match thresholds. It allows for the definition of trigger-based rules to automatically address data conflicts, duplications, and the emergence of new or missing records, ensuring consistent and reliable data across integrations. Nucleus supports the development of automations that update or send notifications based on detailed contact and revenue criteria, aiding in the maintenance of a comprehensive data strategy. It also facilitates the management of data loading and large-scale updates, aligning with multiple integration sources.
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About
Manual processes are not effective for bank reconciliation involving a high volume for a number of different banks and accounts. QX QuickReco imports the data and automates the matching process to streamline reconciliation. The system compares data from general ledger files with bank statement reports and auto-matches it while supporting adjustments for hidden transactions such as bank charges or bank fees. Easily configure multiple accounts from the same bank or from different banks. Add newly setup accounts to the system. Import thousands of records from bank statements and bank books and reconcile them automatically. Easily input adjustment entries to payments that do not match the invoice. Separate entries based on whether they were auto matched, matched manually or adjusted.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
RevOps and data operations teams seeking to automate data deduplication, conflict resolution, and integration across their CRM and related platforms
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Audience
Financial institutions looking for a web-based tool that allows reconciliation between bank books and bank statements
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
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Pricing
$160 per month
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationNucleus
United States
getnucleus.io
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Company InformationQX Global
United Kingdom
qxglobalgroup.com/product/bank-reconciliation-system/
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Categories |
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Integrations
Gong
Google Workspace
HubSpot CRM
Marketo
Microsoft Teams
MySQL
NetSuite
Outreach
PostgreSQL
SQL Server
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Integrations
Gong
Google Workspace
HubSpot CRM
Marketo
Microsoft Teams
MySQL
NetSuite
Outreach
PostgreSQL
SQL Server
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