3 Steps in Deciding on an Edition (Standard vs. Corporate vs. Advanced)

1. Most likely (statistically), you'll rule out the Advanced edition.
Unless you need to include site numbers in the matching process (or need SQL Insertion, Segregation of Duties, or Automation) - you can rule this edition out. Please note that some Advanced features may require the Enterprise platform license.

Ok, now we're looking at Standard vs. Corporate.
Both include one-to-one and many-to-many automated transaction matching which provides for immediate out of the box productivity.


2. Select the Corporate edition if you need:
Reconciliation Report
Dedicated Implementation Consultant
User defined matching, which enables you you to create rules to categorize transactions - and then use the category as an attribute in matching.



3. Select the Standard edition if you're here.
Worried that you're not sure which edition you need? You can upgrade (or downgrade) a subscription at any time.
If you need to change your edition level, there is no additional software to install. Simply enter your new license codes in - all your work remains as it was.



While we noted the main differences above, for a complete list see the Edition Comparison Chart.
For help on selecting a platform, see Selecting a Platform

Still unsure? Call us at (866) 226-5732, send us a question or schedule a call.