01
Keep new payments moving into review
Ingest incoming wires and open transactions every hour through SFTP. Scheduled processing brings new items into the workflow throughout the day, with pipeline monitoring and exception alerts.
FirstFlow / Syndicated payment reconciliation
Know what you are owed. Confirm what arrived.
FirstFlow matches incoming wires to expected syndicated loan payments, even when the information arrives across different entities and references. Review ranked proposals and send confirmed results back without re-keying.
Incoming wire
$4.25mNorthstar ManufacturingReference NSM-0626 Received in hourly batch
Matching proposal98% confidence
Term loan A
- Principal
- $4,000,000
- Interest
- $250,000
- Expected payment
- $4,250,000
Amount difference $0
Inspect the payment context before confirming a proposal.
Hourly ingestion
Confidence-ranked proposals
Confirmed API write-back
The matching workflow
Bring context to every reconciliation decision.
Syndicated payments do not always arrive with a shared identifier. FirstFlow combines payment details, expected transactions, and entity relationships to propose matches your operations team can assess.
Ranked for review
A starting point, with context.
Named entity recognition extracts relevant payment information. The matching engine compares it with expected records and relationship data, then scores proposals.
Amount agrees Entity relationship identified Reference recognized
From incoming wire to recorded decision
A clearer workflow, end to end.
Bring the evidence into one review, then keep the outcome connected to the systems and records your team uses.
02
Rank proposals by confidence
Named entity recognition extracts relevant payment information. The matching engine compares it with expected records and relationship data, then scores the proposals so reviewers have a practical starting point.
03
Write confirmed results back to the core
Use API integration to post confirmed matches without entering the same result again. Keep unmatched payments visible for investigation and escalation.
04
Keep the suspense queue current
Remove stale and duplicate wires from the matching workflow. Give the team a clearer view of open items, aging exceptions, and outstanding amounts.
05
Record how each decision was reached
Review payment details and match signals together. Scores, decisions, and timestamps provide a traceable record for operational review and audit requests.
Exceptions remain visible
Focus the queue.
Keep the context.
Give operations a practical view of outstanding amounts and items that need investigation. The reason for review stays with the transaction.
Unmatched items remain open until resolved. A confident proposal is a starting point for the applicable review workflow.
Open items Illustrative queue
Amount difference
Harbor Distribution
Received$750,000
Expected$775,000
Open for 2 days · $25,000 to investigate
Entity reference needs reviewBayview Services · $120,000Open for 1 day
Scheduled ingestionProposal and reviewConfirmed API result
A conversation about your workflow
Test FirstFlow against your payment flow.
Explore the review workflow, then discuss a pilot to validate match performance and integration fit using a defined set of your transactions.