Perspectiv private beta · Q2 2027 · CRM and Knowledge hub first. Other capabilities follow in stages.Apply for the private beta →
A clear path from invoice to reconciliation
- ReviewCheck supplier invoices and possible duplicates.
- ProposeBuild a payment proposal around due and discount dates.
- ApproveApply payment controls before creating payment files.
- ReconcileMatch the bank or card activity and reconcile balances.
Put control around the payment run.
- Supplier invoices with checksAccount for vendor invoices and liabilities, with duplicate supplier invoice detection.
- Proposals that respect due datesPrepare payment proposals by due date and discount date, with payment controls in view.
- A record of the paymentManage payment files, remittances, voids, reissues and adjustments.
- Balances that reconcileReview vendor balances and aging, revalue foreign currencies and reconcile to the general ledger.
- Bank and card matchingImport bank statements and company card transactions, with rules-based and suggested matching.
Automated bank feeds and direct payments Later
Everything in Accounts payable
What you owe suppliers, approved, paid on time and reconciled. Items marked Later come in a later phase.
Payables
- AP subledger
- Vendor liabilities
- Vendor invoice accounting
- Duplicate supplier invoice detection
Payments
- Payment processing and controls
- Payment proposals by due date and discount date
- Payment files, remittances, voids and reissues
- Payment adjustments
Balances and reconciliation
- Vendor balances and aging
- AP reconciliation
- Foreign currency revaluation
- Posted to the general ledger
Bank and cards
- Bank statement import: CSV, OFX, QFX and BAI2
- Rules-based and suggested bank matching
- Company credit card import and reconciliation
- Automated bank feeds and direct payments Later
Keep the supplier and the books connected
Each module keeps its own availability.
Common questions
Questions
Which bank statement formats are in scope?
CSV, OFX, QFX and BAI2 imports.
Will direct bank payments be available immediately?
Automated bank feeds and direct payments are marked Later.