Dealership reconciliation software

Match payments to the books before month-end.

DealerSettle helps franchise auto dealerships reconcile parts and service payments against DMS records and bank deposits—so exceptions surface early and close gets shorter.

How it works

Three steps from connection to a cleaner close—without retyping payments by hand.

1

Connect your DMS

Link DealerSettle to your dealer management system with least-privilege access so payment and repair-order data can sync securely.

2

Match payments to ROs and deposits

Payments for parts and service repair orders are matched to DMS records and to bank deposits or processor settlements.

3

Review exceptions

Finance reviews mismatches in one place—missing posts, amount differences, and deposits that don’t line up—before month-end.

What it reconciles

Focused first on parts and service, with room to expand to other dealership departments over time.

Repair order payments

Parts and service payments tied to repair order numbers in the DMS.

DMS payment records

Posted payments and open balances so you can see what was recorded versus what was paid.

Bank deposits & settlements

Daily processor settlements and bank deposits compared against what the DMS shows as paid.

Exceptions & mismatches

Flags for unposted payments, amount differences, duplicates, and deposits that don’t match.

Security by design

DealerSettle is built around practical safeguards for dealership financial data. These are design principles for the product as we build it—not certifications.

Read-only where possible

Integrations are designed to pull the records needed for reconciliation with the least privilege required.

Encryption in transit and at rest

Data is protected with encryption when it moves between systems and when it is stored.

Least-privilege access

Access is scoped to reconciliation work—not a broad open door into the entire dealership stack.

No card numbers stored

DealerSettle is reconciliation software. It is designed not to store full payment card numbers.

Contact

DealerSettle is based in the Rio Grande Valley, Texas. Reach out for a walkthrough of the product roadmap and a demo when sandbox access is ready.

Software in active development. Demo availability depends on DMS partner approvals and sandbox access.

Request a demo
Location
McAllen, TX
Company
DealerSettle