For accounting & bookkeeping firms

When the connector gets you 90% there, we handle the last 10%.

Some e-commerce clients eventually outgrow A2X, Synder, native integrations, or the spreadsheet workarounds built around them.

MatchPass builds the custom reconciliation layer for the cases that still require manual matching, while your firm keeps the accounting work and the client relationship.

See how the engine works

No competing bookkeeping service. No client takeover.

Who does what
Client relationship and communicationYour firm
Accounting judgment, classification, advisoryYour firm
Month-end close and financial statementsYour firm
Custom match logic for the leftover exceptionsMatchPass
Exception dashboard and scheduled runsMatchPass
Maintenance as gateways and fees changeMatchPass
We do not do bookkeeping, and we do not take the client relationship. Reconciliation logic is the whole scope.

How the partnership works

You keep the client. We handle the reconciliation edge case.

More capacity

Reduce the recurring reconciliation work that eats into your team's close and client-service hours.

Specialist support

Use MatchPass for the unusual multi-channel, wholesale, payout, currency, or settlement cases your standard stack does not resolve cleanly.

Your relationship stays yours

MatchPass handles the reconciliation build and maintenance. Your firm keeps the accounting judgment and the client relationship.

When MatchPass fits

The cases we are built for

DTC plus wholesale
Shopify plus marketplaces
Multiple payment gateways
Subscriptions
Multi-currency and cross-border
Retail plus online
High refund and chargeback volume
Historical clearing-account cleanup
Reconciliation that still needs spreadsheet matching after the connector runs

We are not trying to replace A2X, Synder, or native integrations. We step in when the remaining exceptions are valuable enough to justify custom logic.

How it works

Four steps, and your firm stays in front the whole time

Step 1

Bring us the difficult case

You tell us what is still manual and what the existing stack cannot resolve.

Step 2

We audit the reconciliation flow

We identify the matching logic, exception patterns, and whether automation is economically worthwhile.

Step 3

We build the custom layer

Routine matches clear automatically. Genuine exceptions move into a review queue with context and ownership.

Step 4

Your team keeps running the client

MatchPass maintains the reconciliation logic while your firm stays client-facing.

Partnership options

Work together the way your firm prefers

Referral partner

Introduce the client. MatchPass scopes and delivers the reconciliation project directly while your firm retains the accounting relationship.

Specialist subcontractor

Your firm remains client-facing while MatchPass works behind the scenes on the reconciliation build.

Multi-client partner

For firms seeing similar reconciliation problems across several clients, we can standardize a core workflow and configure it across the book.

Partner economics depend on delivery model, complexity, and number of client flows. We would rather work that out against a real case than publish a rate card that does not fit yours.

Bring us a case

Have a client whose reconciliation never quite gets clean?

Tell us what they sell through, what tools are already in place, and what is still being handled manually.

We will tell you whether it looks like a MatchPass problem before anyone commits to a project.

Questions firms ask

Before you introduce us to anyone

No. MatchPass specializes in reconciliation automation and does not replace the firm's accounting or bookkeeping relationship.
Usually no. We focus on the cases where standard connectors leave recurring manual work behind.
Yes. Subcontracted and partner-led delivery can be supported.
Yes, if the firm prefers a referral model.
Yes. Repeated reconciliation patterns across a firm's client base may be suitable for a standardized multi-client approach.