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Velaxe
PayStream — Payments, Billing, Reconciliation & Finance Operations | Velaxe

PayStream

Reconcile a bank transfer or manual payment

Match bank statement or manual-payment records to the correct finance destination and persist the allocation.

15 min Intermediate Reconciliation Analyst Updated Aug 23, 2026
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Overview

Match bank statement or manual-payment records to the correct finance destination and persist the allocation.

Prerequisites

None.

Permissions required

paystream.payments.create

Steps (4)

Estimated: 15 min
  1. 1

    Load the incoming funds record

    Reconciliation Analyst 3 min Back to top

    Create or locate the BankStatementLine or ManualPayment.

    Tips

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    Validation

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    Success criteria

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  2. 2

    Review reconciliation candidates

    Reconciliation Analyst 4 min Back to top

    Inspect ReconciliationCandidates and the finance references proposed for matching.

    Tips

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    Validation

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    Success criteria

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  3. 3

    Confirm the match

    Reconciliation Analyst 4 min Back to top

    Create or update the ReconciliationMatch and resolve any ReconciliationException.

    Tips

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    Validation

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    Success criteria

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  4. 4

    Allocate the payment

    Reconciliation Analyst 4 min Back to top

    Create the PaymentAllocation against the intended invoice, collection order, instalment, or finance target.

    Tips

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    Validation

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    Success criteria

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About this guide

PayStream is the financial operations core for a Velaxe workspace. Manage billing profiles, collection orders, invoices, payment links, checkout sessions, subscriptions, usage, instalments, payment intents, manual payments, allocations, refunds, disputes, settlements, payouts, dunning, bank statements, reconciliation, provider connections, accounting and tax synchronization, finance events, and audit records from one application.

PayStream also acts as a finance capability provider for connected applications. Its canonical runtime exposes 111 semantic finance operations with operation, resource, and delegation authorization; ContextResolver exposes finance entities, relationships, timelines, actions, presentation, permissions, and change subscriptions; Bridge v2 supports governed external clients; and durable event records plus manifest-owned workers keep operational finance workflows observable.