Revenue operations, reconciled.

Reconciliation that runs itself.

Atlas matches transactions to invoices automatically and flags the exceptions — so your team reviews what matters, not thousands of matching rows. Teams cut month-end reconciliation from 3 days to 4 hours in the first quarter.

Trusted by RevOps and finance teams at mid-market and enterprise companies. SOC 2 Type II. Audit-ready exports on every plan.

Feature 01 — Automated matching

Matches transactions to invoices automatically.

Atlas reads your bank feeds, billing system, and ERP, then pairs transactions to invoices using amount, date, and reference fields. When a match is confident, it closes. When it isn't, it surfaces the exception with the context your team needs to decide — the invoice, the transaction, and the reason it didn't match — in one view.

No more downloading three reports and building a VLOOKUP. Your team reviews exceptions, not rows.

94% of transactions matched without human review.

Feature 02 — Audit-ready by default

Every match is audit-ready.

Atlas keeps a record for every transaction: who matched it, when, against which invoice, and what changed. When auditors ask for the trail on a single line item, you export it in minutes — not by rebuilding a spreadsheet from last quarter's email threads.

Exports in CSV, plus a direct push to your data warehouse. No re-keying, no version control by filename.

100% of transactions logged with an immutable audit trail.

Feature 03 — Exceptions your team can clear

Your team clears exceptions, not rows.

Atlas groups exceptions by type — missing invoice, duplicate payment, amount mismatch — so a reviewer clears a batch in one pass instead of triaging line by line. Each exception carries the context and the next step, so a mid-level analyst can resolve what used to require a senior.

The work that used to be the hardest part of close becomes a focused review session.

3 days → 4 hours average month-end close in the first quarter.

Pricing that scales with your reconciliation volume.

Start with a free trial on any plan. No credit card required. Switch tiers as your transaction volume grows.

Starter

$0 during trial.

From $400 / month

For small finance teams getting reconciliation out of spreadsheets for the first time.

Includes

  • Up to 5,000 transactions matched per month
  • Automated transaction-to-invoice matching
  • Standard bank, billing, and ERP integrations
  • CSV export of every match with its audit trail
  • Email support, 1 business day response
Start free trial
Most popular

Pro

$0 during trial.

From $1,200 / month

For growing RevOps and finance teams clearing month-end at volume.

Everything in Starter, plus:

  • Up to 50,000 transactions matched per month
  • Data warehouse push (Snowflake, BigQuery, Redshift)
  • Exception grouping and batch review workflows
  • Custom matching rules for your chart of accounts
  • Priority support, 4 business hour response
Start free trial

Scale

Custom. Talk to sales.

For enterprise revenue teams with multiple entities, high transaction volume, and audit requirements.

Everything in Pro, plus:

  • Unlimited transaction volume
  • SSO (SAML) and SCIM provisioning
  • Advanced audit logs with export retention controls
  • Multi-entity and multi-currency reconciliation
  • Dedicated success manager and onboarding
  • 99.9% uptime SLA
Book a demo

All plans include a 14-day free trial and SOC 2 Type II compliance. Annual billing available. Cancel anytime during the trial and pay nothing.

FAQ

Frequently asked questions

Atlas reads your connected bank feeds, billing system, and ERP, then pairs transactions to invoices using amount, date, and reference fields. Confident matches close automatically. Uncertain ones surface as exceptions with the context needed to resolve them.
No. Atlas sits alongside your existing stack. It reads from your bank, billing, and ERP through standard integrations and writes matched results back. There is no rip-and-replace.
Yes. You can export every match to CSV at any time, and on Pro and Scale plans you can push results directly to your data warehouse (Snowflake, BigQuery, or Redshift).
Most teams connect their sources and run their first reconciliation in under a day. Connecting a bank feed or billing system takes minutes; the first full match run depends on your transaction volume.
Atlas is SOC 2 Type II certified. Data is encrypted in transit and at rest. Access is scoped per user, and Scale plans add SSO and advanced audit logs. We do not train models on your data.
Atlas keeps matching — it does not stop mid-close. You receive a notification, and you can move up a tier or stay on your current plan with overage billing. You will not lose data or audit history during the change.