Credit Card Reconciliation, Simplified: From Swipes to Statements, Sorted

At Alii, we strive to create simpler, faster and more transparent financial processes from end-to-end. That's why we're thrilled to share the launch of our latest feature: Credit Card Reconciliation.

We understand that managing credit card spending across staff, departments, and locations is no easy task in any finance team. Whether receipts go missing, approvals meet bottlenecks, or data entry tasks prove to be more time-consuming than necessary at month-end, credit card reconciliation can quickly become a daunting task.  

Our newest module is designed to remove that stress. Purpose-built out of the box for businesses of all sizes, the Credit Card Reconciliation module gives your finance team an automated way to manage expenses without spreadsheets, manual paper-based processes, or last-minute follow-ups.  

Why We Built This Feature  

Over the last year, we've spoken with many clients and businesses with a range of common frustrations with their credit card reconciliation processes. Various finance managers and teams spoke about spending hours each month chasing receipts, missing visibility into where spending was taking place, and struggling with disjointed processes.  

We found that teams often double-handled by manually entering data into their finance systems after reconciliation was completed.  

This feedback reiterated to us that credit card reconciliation needed a new and streamlined approach. With this in mind, we created a solution that consolidates everything you and your team need for credit card reconciliation in one platform.  

How it Works  

The Alii Credit Card Reconciliation module can now be added to your existing Alii platform or used separately. There is no need for additional tools, third-party integrations, or manual processing.  

1. Easy Receipt Management  

All cardholders receive a digital summary of their transactions and can upload receipts, select spend categories, and add notes all directly through Alii. This can be done on the go with mobile or on a desktop. It's quick, intuitive, and works.  

2. Real-Time Visibility  

Finance teams can track credit card expenses as they happen. No more waiting until month end to uncover issues and inconsistencies. You can now see every transaction, attachment, and comment in a single centralised view that encourages accountability and reduces manual processing.  

3. Smarter Reconciliation Workflows  

Alii allows you to set reconciliation due dates, configure approval workflows, and track status updates in real-time, so nothing slips under the radar. Once reconciled, credit card transactions are automatically recorded with a full audit trail.  

4. Built-in Compliance  

You can now create custom rules around GL code and approval tiers. This means that cardholders know exactly what is required on their end, and finance teams can be confident that spending aligns with budgets and organisational policies.  

The Impact  

Our Credit Card Reconciliation Module delivers measurable improvements to processes across key areas of finance operations.  

1. Saved Time  

All cardholders can upload receipts and categorise transactions as they go, reducing delays and allowing finance teams to reconcile expenses faster.  

2. Reduced Manual Tasks  

With receipts, notes, and GL codes captured at the source, the need for double-handling, paper-based processes, and data re-entering into finance systems is eliminated.  

3. Better Oversight  

Real-time visibility into spending across all areas and cardholders to help finance teams to track budgets, identify trends and manage spending proactively.  

4. Improved Compliance  

Every transaction is digitally logged, categorised, and auditable, helping businesses meet policy and regulatory requirements and strengthen internal controls.  

This feature is designed to remove bottlenecks, streamline processes, and give finance teams the toolkit they need to manage credit card spending confidently and easily.  

Built With You in Mind  

We designed our Credit Card Reconciliation module with the unique needs of modern businesses at the forefront of our minds. This means:  

• Multi-location support: Track spending across departments, offices and sites.  

• Customisable Workflows: Align reconciliation workflows with existing approval processes or create new workflows for reconciliation.  

• Integrated platform: Seamlessly integrate with bank of choice for  

• User-friendly design: Staff with minimal finance experience can still easily manage their card responsibilities.  

We know that credit card transactions are a must for many organisations, whether it's for travel, supplies, or operational spending. However, without the right tools, they can also introduce headaches, risk, and compliance challenges.  

Our new module is about making sure that doesn't happen.  

Get Started Today  

The Alii Credit Card Reconciliation module is now available to all. If you're already using Alii, please get in touch with your Customer Success Manager here to demo the feature and walk you through the set-up.  

Are you not yet using Alii? Get in touch with us to find out how organisations across Australia are transforming their procure-to-pay processes with our platform, from invoice automation and PO management to credit card reconciliation.  

Ready to take control of company spending? Learn more about the feature here or schedule a demo.  

We're proud to keep building tools that make finance teams feel confident, supported, and in control because when finance flows better, your whole business benefits.