Why Naologic
Built for Global Cash Operations
Your controllers shouldn't waste mornings downloading CSVs from bank portals or manually calculating exchange rates in spreadsheets. Naologic automates the entire cash lifecycle, from live bank feed ingestion to intelligent AI-powered reconciliation, giving your finance team the precision tools they need to close the books faster and with total confidence.
100s
of banks connected via Plaid for automated, real-time transaction synchronization
80%
reduction in monthly reconciliation time with AI-powered transaction matching
0
manual CSV downloads required when live bank feeds are connected
1-Click
JPM One imports replacing hours of manual spreadsheet reformatting
Core Banking Capabilities
Four Pillars of Cash Control
Stop stitching together bank portals, FX spreadsheets, and third-party check printers. Naologic consolidates every cash operation into a single workspace where your finance team can manage inflows, outflows, and reconciliation without ever navigating away.
Live Bank Feed Ingestion
Connect via Plaid and arrive at work with your ledger already synced. Naologic pulls live transactions continuously in the background, preserving every raw bank memo line.
Multi-Currency FX Engine
Define foreign exchange pairs and let Naologic handle conversions in the background. Buy in Euros, sell in Yen, report perfectly in Dollars.
Check Disbursement Suite
Print on your own paper. Customizable templates, pixel-perfect previews, auto-sequencing with manual override for spoiled checks.
Transaction Dispute Tracking
Flag suspicious charges and originate formal disputes directly from your bank feed. Track every active case in a centralized dashboard.
Complete Check Management at a Glance
Check Payments
Log every detail of a physical check disbursement including check numbers, memos, and vendor allocation. Your digital audit trail mirrors your physical outflows perfectly.
- Assign vendor, total, currency, and bank check number
- Multi-check: combine bills into one outbound check
- Capture remittance details per invoice paid
- Auto-sequencing with manual override for jams
Print on Your Own Paper
Customizable printing templates with pixel-perfect margin control. Achieve exact alignment with whatever check stock your bank provides.
- Drag-and-drop field positioning for MICR lines
- Digital preview before committing to print
- Support for any bank's proprietary check stock
- Batch printing for high-volume disbursement runs
Wire and ACH Payments
Pay vendors electronically with full routing and remittance data captured natively. Consolidate by vendor or issue per-bill transfers.
- One wire per vendor or one wire per bill
- Per-bill ACH banking detail overrides
- Routing, IBAN, and SWIFT captured in system
- All disbursements staged for reconciliation
Dispute and Protect
Spot a suspicious charge? Initiate a formal dispute directly from the bank feed and track resolution in a dedicated dashboard.
- Flag transactions directly from the feed
- Log dispute reason and confirmation numbers
- entralized dispute resolution tracker
- Full audit trail on every flagged transaction
Three Ways to Pay, One Place to Manage
Your AP team shouldn't juggle three separate tools to cut checks, initiate wires, and batch ACH transfers. Naologic unifies every outbound payment method inside the Accounts Payable dashboard. Select one or more vendor bills, choose your payment method, assign the outgoing bank account and posting date, and execute. Every disbursement is automatically staged for reconciliation with full routing, remittance, and check metadata captured natively. No more toggling between your ERP and your bank's ACH portal. No more manually cross-referencing paper POs and receiving slips.
Do Business Globally Without the Spreadsheet Math
Buying raw materials in Euros but selling finished goods in Dollars? Naologic handles the complexity for you. Define your foreign exchange pairs once, set your base currency, and let the multi-currency engine execute conversions in the background across every purchase order, sales invoice, and financial report. Choose to lock in static, manual exchange rates for total period-over-period consistency, or flip a switch to pull live, real-time FX rates from global markets via Currency Layer. The control is entirely yours, and the math is always perfect.
The Numbers Behind Precision Cash Management
When your cash ledger reflects reality in real time, every downstream financial decision improves. Controllers close faster, CFOs forecast with confidence, and AP teams stop leaving money on the table.
Connected to the Banks Your Business Already Uses
Naologic's cash management backbone connects directly to your financial institutions via Plaid's secure API, covering hundreds of banks globally. For enterprise institutions like J.P. Morgan that restrict direct API access, we built proprietary import parsers. And for every other bank on the planet, our flexible CSV and Excel mapping tool ingests statements in seconds. Your ERP finally speaks your bank's language.
"We used to spend two full weeks on month-end close, mostly because reconciliation was a manual nightmare. With Naologic's AI matching and live bank feeds, we cleared 90% of our transactions in the first two hours. Our controller actually takes weekends off now."
Reconciliation Engine
Close the Books in Hours, Not Weeks
AI Transaction Matching
Naologic's intelligent engine analyzes amounts, dates, and memo text to auto-pair high-probability transactions. Your team reviews the AI's work and clicks "Approve" to clear hundreds of lines in seconds.
Precision Filters
Apply min/max amount ranges and tight date windows to instantly isolate the exact bank transaction you need from a sea of 10,000 monthly lines. Find the needle in seconds.
In-Line Adjustments
If a wire arrives $15 short due to a bank fee, post the adjustment directly inside the reconciliation screen. No navigating away, no separate journal entries, no broken workflow.
Clean Reconciliation History
Reconciled transactions disappear from your active feed and move to the History archive. Your workspace becomes a clear, diminishing to-do list that reduces cognitive overload.
