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Explore the key features and benefits

Auto-Reconciliation & Reporting

Finance Audit Reporting

KYA ™ 

Auto-Reconciliation & Reporting

  • Attribute and match transaction data, configure rules to auto match transactions movements at scale.
  • Manage exceptions and set-up case by case alerts for unmatched transaction for easy resolution.
  • Drilldown into the detail of any transaction to understand everything about it.

Finance Audit Reporting

  • Automatically generate Audit ready client reports in PDF & CSV and send anywhere.
  • Custom dashboard reporting and statement downloads with attestation process support.
  • Read-only data ingestion with configurable, permissioned alerts triggered by your business logic.

KYA ™

  • All of your acccounts, consolidated, reconciled and prepared for you – complete financial review

  • Configurable display of various levels of evidence to different audiences

  • Sign-off from authorized representatives using jurisdictionally appropriate frameworks

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