finance
Banking & Reconciliation
Import statements, match transactions, reconcile fast
Connect your bank accounts, import CSV/OFX statements, auto-match transactions to ledger entries, and close reconciliations with confidence.
What you get
- Multiple bank account management
- Statement import (CSV, OFX, QFX)
- Auto-match bank lines to GL entries
- Manual match and exclude unmatched items
- Per-statement reconciliation reports
- Inter-account transfers
- Cash transaction tracking
Business outcomes
Reconcile in hours, not days
Catch discrepancies before month-end
Always know your true cash position
Related modules
Goes well with Banking & Reconciliation
Ready to try Banking & Reconciliation?
Start with a free trial or talk to our team about the right plan for your business.