Templates

Go live in days, not months

Connect your third parties and get instant visibility into your transactions, discrepancies, and financial performance — no setup, no code.

What are Simetrik Templates?

Simetrik Templates are pre-built configurations for the third parties your business already uses. Connect and instantly get real-time dashboards, automated controls, and full visibility into your transactions,
no months of setup, no engineering dependency.

Fastest time to value

Every template is pre-configured and ready to deploy. What used to take months of implementation now takes weeks — your team sees results from the very first connection.

Deep processor expertise built in

Each third party’s file structures, settlement logic, and data formats are complex. We’ve already mastered them across billions of transactions and dozens of clients — proven knowledge, not a generic setup.

No-code autonomy

Finance and operations teams deploy, configure, and scale templates without writing a single line of code. Your team owns the entire process end to end.

Regional and global coverage 

Each third party’s file structures, settlement logic, and data formats are complex. We’ve already mastered them across billions of transactions and dozens of clients — proven knowledge, not a generic setup.

The numbers behind the templates

99%+

automatic reconciliation rate

60-70%

reduction in month-end close time

~70%

Less in implementation time

50+

Available templates

Available Templates

Select a third party to see what’s included, file formats supported, reconciliation types, domains covered, and how to get started.

How it works

1. Connect your data

Drop your third party’s settlement files into Simetrik. The template already knows how to read them. File structures, formats, and fields are pre-mapped. No manual configuration needed.

2. Get instant results

Simetrik automatically matches your internal records against your third party’s data, transaction by transaction. Discrepancies are flagged in real-time and exceptions are routed for review.

3. Monitor and evolve

Real-time dashboards give you full visibility into reconciliation status, exception rates, and pending items. Fine-tune rules and expand coverage as your operation grows.

Start reconciling today

Connect your payment processors, activate a template, and get full visibility into your transactions from day one. Our team will walk you through a personalized demo tailored to your payment stack.

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