Bank sync
From statement to reconciliation.
Import bank statements, review matches and reconcile. Direct bank feeds are planned.
Open the review previewCSV import and reconciliation are available. Direct bank feeds are not yet activated.
Match the imported statement to the recorded transactions.
Statement · October
Imported bank lines meet their matching receipts and expenses. Exceptions remain visible.
Client payment
Bank +$375 ↔ Receipt AZ-1043
Software expense
Bank −$85 ↔ Expense OP-021
Unrecognized debit
Bank −$42 · No matching record
How it comes together
- 1
Import the statement
Upload a CSV statement and map dates, descriptions and signed amounts.
- 2
Review the matches
Suggest unique date-and-amount matches. Resolve ambiguous entries manually.
- 3
Reconcile deliberately
Compare bank, ledger and client liabilities before finalizing. Direct bank feeds remain planned.