FAQ Hub | Clarative

FAQ

What is Clarative Matchpoint?

What problem does Matchpoint solve compared to spreadsheets?

Matchpoint is an intelligent automation solution for balance sheet reconciliation and account certification. It standardises and automates reconciliations, accelerates the financial close, and provides a robust audit trail across your finance function.

Matchpoint replaces fragmented, spreadsheet-driven reconciliations with a single, controlled environment that automates routine work, enforces consistent templates and workflows, and gives finance leaders real-time insight into progress and risk.

Which ERPs does Matchpoint support?

Matchpoint connects to your preferred ERP via API, rather than being tied to a single vendor. This allows you to:

Integrate directly to the ledgers and subledgers that matter.

Maintain your ERP as the single source of truth for financial data.

Avoid disruptive changes to your existing finance architecture.

Matchpoint uses a combination of rules-based and intelligent automation to streamline reconciliations. This includes carry-forward logic to reuse prior period reconciliations where appropriate, risk-based thresholds to auto-certify low-risk accounts, and standardised templates and workflows to enforce consistent processes.

Automated status tracking and dashboards ensure preparers, reviewers, and finance leaders have clear visibility of tasks and exceptions, allowing the team to spend less time on data manipulation and more time understanding and addressing real issues in the accounts.

How does Matchpoint help with audit and compliance?

Matchpoint is designed to create a clear, defensible control environment around balance sheet reconciliation. Every reconciliation has a full audit trail of supporting documentation, comments, and approvals, and segregation of duties is enforced through configurable roles and workflows.

Standardised templates ensure consistent treatment of similar accounts, making it easier to demonstrate control effectiveness to internal and external auditors and to support compliance with financial reporting requirements such as SOX.

How long does it take to implement Matchpoint?

Matchpoint has been designed for a short implementation window, so you can move away from manual reconciliations quickly. A typical project involves an initial assessment of your reconciliation scope and current close process, configuration of templates, workflows and ERP integration, and onboarding and training for your finance team.

Most organisations aim to have Matchpoint live on a meaningful subset of reconciliations within their first close cycle after implementation, rather than waiting for a long transformation programme.

Is Matchpoint only suitable for large enterprises?

No. Matchpoint is intentionally positioned as a modern alternative to traditional enterprise reconciliation platforms. It offers comparable levels of automation and control while remaining lean, configurable, and ERP-agnostic.

This makes it suitable for high-growth mid-market organisations, multi-entity groups consolidating reconciliations across subsidiaries, and larger organisations seeking a more focused, agile solution for balance sheet control.

How does Matchpoint compare to other reconciliation platforms?

Matchpoint addresses the same core challenges as established reconciliation platforms: removing spreadsheets, automating reconciliations, and improving control and visibility over the financial close.

Key differences include ERP-agnostic, API-driven integration rather than alignment to a particular ERP stack, a focused scope on balance sheet reconciliation and close control that keeps the product lean and easier to configure, and a straightforward commercial model aligned to your reconciliation scope and environment.

What pricing model does Matchpoint use?

Matchpoint is offered on a straightforward subscription model. Pricing is aligned to your environment and reconciliation scope, supporting broad adoption across your finance team without per-user barriers.

Implementation and onboarding are packaged as defined services, so you have clear visibility of the total investment required. The Matchpoint team will work with you to size the solution based on factors such as the number and type of entities, the volume and complexity of reconciliations, and any specific reporting or integration requirements.

What does my finance team need to change to start using Matchpoint?

Matchpoint is designed to complement, not disrupt, your existing finance processes. Your ERP remains the system of record for financial data, while Matchpoint becomes the central place for reconciliations, documentation, and approvals.

Existing spreadsheet templates can often be used as a starting point for designing standardised Matchpoint templates. The main change for users is that reconciliations are no longer managed via email and shared drives, but within a controlled platform with clear tasks, deadlines, and audit trails.

How does Matchpoint support visibility and management oversight?

Matchpoint provides configurable dashboards and status tracking so finance leaders can see which reconciliations are complete, in progress, or overdue, where exceptions and control issues are concentrated, and how close performance is trending over time.

This level of transparency helps identify bottlenecks early and enables you to manage the close proactively rather than reactively.

What support and training are available?

Matchpoint is delivered with structured implementation and onboarding services that typically include configuration workshops with your finance and IT stakeholders, training sessions for preparers, reviewers, and administrators, and documentation tailored to your configuration.

Ongoing support options can include service desk access, enhancement workshops, and periodic close health checks to ensure you continue to get value as your organisation evolves.

How do we get started with Matchpoint?

Most organisations start with one of three routes:

Book a product demonstration to see Matchpoint applied to your reconciliation scenarios.
Request a close process review to identify where automation and standardisation will deliver the greatest impact.
Schedule a comparison session if you are already reviewing other reconciliation or close platforms and want to understand how Matchpoint positions as an alternative.

How does Matchpoint automation work?