Bring clarity to your payment chaos
No more chasing emails, spreadsheets, or WhatsApp threads. Track who paid — and who didn't — in one place.
Settle payments.
Regain control.
Automates your entire reconciliation process with AI-powered
matching, giving you real-time visibility and full control over your payments.
Why SettleWise?
Because payment chaos shouldn't be your daily routine.
Stay in control
Track who paid, who didn't, and what's pending in real time.
Save time
Stop digging through emails and spreadsheets. Match and reconcile payments in minutes, not hours.
Align your team
Everyone works from the same, real-time payment status — no more confusion or back-and-forth.
Reduce errors
Manual tracking leads to missed payments and wrong matches. SettleWise minimizes risk with structured reconciliation.
SettleWise helps growing teams eliminate reconciliation headaches.
Track what’s paid, what’s pending, and what’s missing — without manual work.
How we make it simple?
In just 4 steps, you go from payment chaos to peace of mind:
We listen (and read)
Get a dedicated payment inbox. We capture real-world payment data automatically—no setup headaches.
1 We listen (and read)
Get a dedicated payment inbox. We capture real-world payment data automatically—no setup headaches.
Reconcile faster, with full visibility
Let the system auto-detect matches. You just review and approve.
The daily mess you live in
SettleWise connects your emails, messages and bank data to bring clarity to the chaos.
“Can someone check if this client paid?”
Every morning starts with questions, not answers. Team members text each other on WhatsApp and dig through emails just to figure out if a payment came in. The uncertainty wastes time, drains energy, and creates friction between finance, sales, and operations.
“Can someone check if this client paid?”
Every morning starts with questions, not answers. Team members text each other on WhatsApp and dig through emails just to figure out if a payment came in. The uncertainty wastes time, drains energy, and creates friction between finance, sales, and operations.
“I saw a transfer, but I don't know who it's from.”
The bank statement shows codes, not context. People waste hours trying to guess which transfer belongs to which customer — and mistakes are costly. One wrong match can lead to delays, awkward client calls, and lost credibility.
“My Excel is different from yours.”
Everyone's working on a different version of the truth. Payment tracking lives in spreadsheets, screenshots, and brains — until something breaks. By the time someone catches the error, it's already affected reports, decisions, and client relationships.
“Client says they paid, but we don't see it.”
Frustration. Delays. Lost trust. A simple mismatch creates a ripple effect across sales, finance, and operations. Teams scramble to verify, clients grow impatient, and leadership loses confidence in the numbers.
“We'll sort it later. (They never do.)”
When teams delay payment validations, money goes missing in the cracks — and small mistakes snowball. What could have been fixed in 30 seconds becomes a fire drill weeks later, with people pointing fingers and deadlines at risk.
Questions before getting started?
Clear answers about how SettleWise fits into your reconciliation workflow.
SettleWise is for finance and operations teams that are tired of tracking payments across spreadsheets, emails, and accounting records. If reconciliation is slowing your team down, SettleWise helps bring structure and visibility to the process.
Simple pricing. Full control over your payments.
From simple reconciliation to complex operations, scale as your volume grows.
Basic
For small teams centralizing reconciliation.
- Up to 2 team members*
- AI-powered payment matching
- Email integration
- Customer & product management
- Invoice management
- Up to 300 transactions/month
Basic Plan Features
- Payment Matching
- Email Integration
- Customer Management
- Product Management
- Invoice Management
- Basic Reports & Insights
- Email Support
Standard
For teams running payments as a process.
- Everything in Basic, plus:
- Up to 5 team members*
- QuickBooks Sync
- Payment timeline & reminders
- WhatsApp reminders & inbox (Coming soon)
- Sub-clients & parent billing
- Up to 1,000 transactions/month
Standard Plan Features
- QuickBooks Sync
- Payment Reminders
- Payment Timeline Events
- WhatsApp Integration (Coming soon)
- Sub-clients & parent billing
Premium
For complex operations & financial control.
- Everything in Standard, plus:
- Up to 10 team members*
- Smart allocation & credit management
- Advanced reporting & data export
- Up to 3,000 transactions/month
Premium Plan Features
- Smart Allocations
- Credit Management
- Advanced Reporting
- Data Export
- Commission Partners
- Priority Support
* Additional seats are $29 USD per seat per month.
Compare your options
Not all tools are made for real-world payment chaos. Here is how SettleWise stacks up.
Not everything reconciles on its own. Reach out.
