---
title: Theorem Workflow - Matching | Theorem Technologies
description: Quickly and flexibly reconcile trading data with Theorem's Trade Matching Solution. Match any financial data, and enjoy global real-time reconciliation.
image: https://theorem.io/hubfs/theorem/og-image-theorem.png
---

# Matching Reconcile any trading data quickly and flexibly

No more costly or time-consuming setups. We built Theorem’s agile Trade Matching Solution to adapt to a change in file formats, new brokers, or trading new products that might otherwise result in broken processes and timely code changes.

Reconcile up to five sources of data on-demand or continuously throughout the day. Match virtually any financial data, including:

- Trades
- Positions
- Cash
- Balances

![](https://theorem.io/hubfs/theorem/img-matching.png)

[![Schedule a Demo](https://no-cache.hubspot.com/cta/default/3354407/9c565ee7-c984-4272-8bdb-705a1f6fdfb5.png)](https://cta-redirect.hubspot.com/cta/redirect/3354407/9c565ee7-c984-4272-8bdb-705a1f6fdfb5)

## The Ultimate Guide to Trade Matching.

Find answers to all of your Trade Reconciliation questions.

[![Download the eBook](https://no-cache.hubspot.com/cta/default/3354407/5dd35520-54fa-4d26-b7e3-050068f63f5c.png)](https://cta-redirect.hubspot.com/cta/redirect/3354407/5dd35520-54fa-4d26-b7e3-050068f63f5c)

## Matching Workflow

Proactive matching enables teams to address problems before they cause issue in T+1 reporting, margin requirements, and minimizes delivery risk.

![](https://theorem.io/hubfs/theorem/illustrations/img-reporting-horizontal.svg)

### Zero Downtime

Our robust mapping system allows new matches to be up and running on the same day and changed anytime with immediate effect.

### Reconcile Anything

Enjoy global real-time reconciliation of virtually any data, including trades, positions, commissions, cash, or balances.

### Straight-Through Processing

A flexible rule-based scheduler distributes reports as required and allows the loading and matching of any data source regardless of format or symbology. Enjoy global real-time reconciliation of virtually any data, including trades, positions, commissions, cash, or balances.

### Trader Built and Tested

Standard features include many-to-one, multiple-leg, and average price matches. Our referential product database alleviates issues created by inconsistent symbology in source data.

### Built for You

Theorem's design allows flexibility around input data sourcing. Reconcile clearing counterparty data against an allocation, PMS input, or alternate data input that suits your firm.

### Easy to Read Data

Analysts enjoy the easy-to-read, auto-matched output.

## Delivery Optionality

Whether you're responsible for managing trade breaks or the entire firm's activities, Theorem will present match information in a manner that's most effective for you.

Operations teams tend to use Theorem's on-screen presentation of match data, allowing users to set a personalized view, filter dynamically, and export relevant information to share with counterparties if a resolution is required.

Management teams often opt for notification of matches, generally in the form of emails at set times throughout the day or when a match falls below a certain threshold and outstanding breaks present significant risk.

[![Schedule a Demo](https://no-cache.hubspot.com/cta/default/3354407/9c565ee7-c984-4272-8bdb-705a1f6fdfb5.png)](https://cta-redirect.hubspot.com/cta/redirect/3354407/9c565ee7-c984-4272-8bdb-705a1f6fdfb5)

## Subscribe Now!

## Sign Up for Our Newsletter

[Sign Up Here](https://theorem.io/matching#popup-01)

## Experience the Theorem Difference

Schedule a demo or open an account today!

[ Contact Us ](https://theorem.io/contact?hsLang=en)

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