What is SettleWise?

SettleWise is a payment reconciliation application built to reduce the headache of tracking money—so you can quickly answer: what got paid, what’s still open, and why.

It helps teams reconcile payments against invoices with clear statuses, repeatable workflows, and traceability across invoices, payments, credits, and customer balances.

Key Features

• Reconcile payments with confidence: Match payments to invoices, handle partial payments, multi-invoice payments, and overpayments.
• Traceability and clarity: Understand why a balance changed and follow the chain from payment → allocation → invoice status → credit (when applicable).
• Credits and exceptions: Handle refunds, rollovers, and credit memos without losing track of what happened.
• Customer balance visibility: See what’s paid, what’s due, and what’s available as credit.
• QuickBooks integration: Keep accounting in sync once reconciliation is complete.
• AI assistant: Use natural language to speed up common workflows.

Who is This For?

SettleWise is designed for:

• Managers: Stay on top of what’s paid and what needs follow-up.
• Administrators: Configure workflows, users, and permissions with the right guardrails.
• Accounting teams: Reconcile faster with clean allocation, traceability, and accurate sync.

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