Introduction
Reconciling data across multiple systems can be time-consuming and error-prone. Businesses deal with records coming in from banks, payment gateways, ERPs, and internal systems, often in different file formats. Ensuring these align perfectly is critical for financial accuracy, compliance, and decision-making.
The BoxPay Reconciliations Portal is designed to simplify this process. It provides a single platform where businesses can configure reconciliation processes, upload files, run reconciliations, and review results with ease. Whether you’re reconciling simple two-way processes (like Bank vs. PG) or handling complex, multi-system setups, BoxPay makes it seamless.
This guide introduces you to the portal, its core concepts, and how to use it effectively.
Accessing the Portal
You can access the BoxPay Reconciliations Portal directly at:
Signup if you are new to BoxPay or simply Log in using your merchant credentials to begin creating and managing your reconciliation configurations. In case of existing Payments merchant, please reach out to your account manager to get it enabled in your account.
What is the BoxPay Reconciliations Portal?
The BoxPay Reconciliations Portal is the user interface of the BoxPay platform. It gives finance, operations, and technical teams a single place to:
- Configure reconciliation rules and workflows.
- Upload or connect data sources such as files, APIs, or reports.
- Monitor ongoing reconciliation processes in real time.
- Review mismatches, exceptions, and summaries at a glance.
- Download reports for compliance and audit purposes.
Think of it as your control center for reconciliation — built to handle everything from simple two-way reconciliations to complex, multi-way scenarios.
Who is this Guide For?
This guide is written for:
- Finance & Operations Teams — who manage daily reconciliation and reporting.
- System Administrators & Integrators — who configure and connect BoxPay with other systems.
- Business Leaders — who want insights into how reconciliations safeguard accuracy and compliance.
Why Use BoxPay Reconciliations Portal?
- One-stop platform — manage all reconciliation processes from a single interface.
- AI-powered configurations — quickly set up simple reconciliations with minimal effort.
- Flexibility for complex needs — advanced, multi-way reconciliations configured with BoxPay support.
- Powerful reporting — drill down into mismatches, exceptions, and summaries.
👉 With the BoxPay Reconciliations Portal, businesses can stop worrying about mismatches and focus on growth, backed by accurate, automated, and scalable reconciliation processes.