Proper is a financial reconciliation and accounting platform purpose-built for financial services. We enable fintechs, banks, and payment processors to maintain complete financial accuracy across their accounts and money movement.
External link for Proper
San Francisco, CA, US
Proper reposted this
Excited to share the new and improved www.properfinance.io! The Proper platform simplifies and automates financial reconciliation at scale. Connect your data sources, manage your processes with powerful no-code tools, and automate complex matching with ease. www.properfinance.io #fintech #reconciliation #finops
This month, we've rolled out a suite of updates to improve insight & control over your data, including in-app and email notifications, and enhancements to our data management workflows! Get the full update in our January 2024 changelog.
This month, we’re rolling out updates across our data integration and onboarding experience! See the latest in our December changelog. #reconciliation #finops #fintech #financeautomation
📚 Introducing our latest blog series: "Techniques in Financial Reconciliation" In the first of this 4-part series, we dive into the critical step of Data Acquisition & Transformation in your financial reconciliation process. 📈 Financial reconciliation goes beyond mere record matching - especially for businesses dealing with high-volume transactions. This series is aimed at unraveling these complexities and presents effective techniques for automating your financial reconciliation at scale. 🔑 What all is covered in this series? - Part I: Data Acquisition & Transformation - Part II: Filtering & Aggregations - Part III: Matching & Transaction Resolution - Part IV: Reporting & Insights Each part provides key insights for product & finance leaders looking to enhance their financial data management and ensure accuracy in high-volume environments. 💡Today, we explore the importance of accurate and secure data acquisition for the reconciliation process. And cover topics like the changing nature of payment data, change data capture, and approaches to transformation & normalization. At Proper, we’re dedicated to modernizing financial operations infrastructure. Our platform helps companies integrate financial data seamlessly and automate financial operations processes at scale. #FinancialReconciliation #DataManagement #FinTech #FinancialServices #DataTransformation #Proper #FinancialOperations
November Product updates are live! This month, we're introducing powerful new connectors, custom query options, and a refreshed home page. #reconciliation #finops #fintech #financeautomation
In our latest blog post, we explore why financial reconciliation isn't just a part of the back-office routine, but a cornerstone for fintech products. We're covering: - The role of financial reconciliation in fintech - Key types of reconciliation: transaction, bank, and balance recon - Why optimizing these processes is vital for fintech success Whether you're a startup or an established fintech player, understanding the nuances of financial reconciliation is key for how you operate and innovate. #Fintech #FinancialReconciliation #Innovation #baas
October updates are live! This month, we've focused on giving you better visibility and control over your records and reconciliation processes. Here's what's new: ✅ Metrics Visualizations for instant data insights. ✅ Enhanced Many:Many Record Tracking for a clear view of complex transactions. ✅ Improved Reconciliation Results Management for streamlined post-reconciliation workflows. ✅ A completely redesigned Reconciliation Creation process for setup with precision and ease. Dive into our latest blog post to explore how these updates can help you modernize your reconciliation and controls. #Reconciliation #finops #DataVisualization #Fintech
Proper reposted this
Headed to Vegas for Money20/20? If you're attending, would love to connect and nerd out on all things #reconciliation and #finops! https://lnkd.in/gq7YKKe6 #money2020
We delivered some big reconciliation workflow improvements this month, along with some exciting visual updates! 👀 #fintech #banking #reconciliation
Proper reposted this
This is awesome: https://lnkd.in/gqy2rB7W And a great reconciliation visualization. When money moves, each involved node in the graph needs to agree about that money movement. From the fintech to processor to bank. Proper exists to help manage the edges. #fintech #finops #reconciliation