How to get started

Follow these three (3) simple steps to easily onboard and start matching.

• Activate your Purchase Reconciler by clicking on any of the pages and accepting the Terms and Conditions.  Once activated, Reveal will automatically import the last 30 days of purchasing activity from your point-of-sale.  For points-of-sale that are not fully integrated, you can upload activity from the Purchase Activity (POS) page.
  • Supporting articles
    • How to manually import purchases from your POS

• Connect your bank and/or credit card accounts.
  • Supporting articles
    • How to connect bank and credit card accounts
    • How to manually import American Express charges
    • How to import card charges manually

• Go to the Matching page and start matching!
  • Supporting articles
  • Matching overview
  • Matching a transaction to a purchase order

  
  

Reveal provides an ever-evolving list of articles in the Reveal Academy.  At a minimum, it is strongly recommended to review the articles under Getting Started that provides a general awareness of the key sections and functionality. 

To access, click on this link that's available throughout the portal.