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CUSIP and other Non-Financial Reconciliations

Treasury Software provides the solution for industries such as securities brokers and retailers who seek non-financial reconciliations and matching, including: CUSIP matching, inventory matching, and account reconciliation.

Our award-winning software provides an easy to use, affordable, automated alternative to time consuming, error-prone manual reconciliations. Whether you're working from Excel, paper statements, or a home grown system, we can help.

When you automate the reconciliation process, you and your staff can focus on the important records - namely the exceptions.

Treasury Software solutions provide:

·SQL Server compatibility and security
·Responsive Customer support, including personal phone support (optional)
·A company with a track record of success
·Affordable and reasonable licensing plans
·Software that fits your business
·Highly documented, mature programs
·Easy installation on individual workstations or Citrix server (optional)
·Ease of use. As a Microsoft Certified Partner, we fully support Copy and Paste with Excel.

Compatibility
Your data can be in any common file format, including:

Microsoft Excel
Microsoft Access
Text files - Fixed Width
Text files - Comma Delimited (csv)
Text files - Tab Delimited
In addition, you can simply 'Copy and Paste' data directly from Microsoft Excel.

Award-winning solution
Designated a Verified for Windows XP software application by Microsoft, Treasury Software is a Microsoft Certified Partner. In addition, our solutions received the Gold Cup Award from CPA Software News, "The Independent Voice for Accountants' Software."

For pricing and licensing - (Matching Edition)


Custom programming, including import and custom matching rules, is additional. Please contact a representative for a guaranteed fixed price quote.

Need more information? Give us a call: 866-226-5732.

 

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