SettleWise

Introduction

Welcome to SettleWise documentation

What is SettleWise?

SettleWise is a payment reconciliation application designed specifically for lodge managers and hospitality businesses. It automates QuickBooks integration by processing payment notification emails with AI to match and mark invoices as paid.

Key Features

  • Automated Payment Processing: AI-powered email processing matches payments to invoices automatically
  • QuickBooks Integration: Seamless sync with QuickBooks Online
  • Credit Management: Handle refunds, rollovers, and credit memos
  • AI Assistant: Natural language interface for common operations
  • Customer Management: Track customer balances and payment history
  • Reminder System: Automated payment reminders

Who is This For?

SettleWise is designed for:

  • Lodge Managers: Daily operations and payment tracking
  • Administrators: Organization configuration and user management
  • Accounting Teams: QuickBooks synchronization and reconciliation

Getting Started

Ready to get started? Check out our Quick Start Guide to set up your account and create your first invoice.

Need Help?

  • Browse our How-To Guides for step-by-step workflows
  • Check out the AI Assistant for natural language commands
  • Visit our FAQ for common questions

On this page