Bank Reconciliation
Close your books faster with smart transaction matching
What is Bank Reconciliation?
Apply smart rules to match and categorise bank transactions automatically. Reconcile in a fraction of the time, catch discrepancies early, and maintain a clean, audit-ready set of books.
What's included
- Automatic transaction matching against invoices
- Custom categorisation rules
- Multi-bank account support
- Full audit trail with timestamps
- Unmatched transaction review queue
- Reconciliation status per period
Up and running in minutes
Import transactions
Upload your bank statement (CSV or OFX). Transactions appear in your reconciliation queue.
Apply smart rules
Set rules like "All payments from Acme Corp → match to INV-0xx". Rules run automatically on future imports.
Review and confirm
Anything not auto-matched goes to a review queue. Confirm or manually match in a few clicks.
Why it matters for your business
Faster month-end close
What used to take hours now takes minutes. Smart matching handles 80%+ of transactions automatically.
Catch errors early
Unmatched transactions surface immediately. Catch duplicate charges or missing invoices before they snowball.
Audit-ready records
Every reconciliation is timestamped and traceable. Your accountant will thank you.
Ready to try Bank Reconciliation?
Start for free — no credit card required. Upgrade when you need more.