Apply smart rules to match and categorise bank transactions automatically and keep audit-ready books.
Overview
Apply smart rules to match and categorise bank transactions automatically. Reconcile in a fraction of the time, catch discrepancies early, and keep a clean, audit-ready set of books.
What you can do
How it works
1. Import transactions — Upload your bank statement (CSV or OFX). Transactions appear in your reconciliation queue.
2. Apply smart rules — Set rules like "payments from Acme Corp → match to invoice". Rules run automatically on future imports.
3. Review and confirm — Anything not auto-matched goes to a review queue. Confirm or manually match in a few clicks.
Why it matters
Faster month-end close
Smart matching handles most transactions automatically — minutes, not hours.
Catch errors early
Unmatched transactions surface immediately. Spot duplicate charges or missing invoices.
Audit-ready records
Every reconciliation is timestamped and traceable. Your accountant will thank you.
Get started
This is built into Quotation Expert. [Create a free account](/sign-up) — 50 entries a month, free forever, no credit card required. See [pricing](/pricing) for higher volumes and team access.
Try it free
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