Upload your bank statement and GL export. Our AI matches 97% of lines instantly. Review exceptions, export your report. That's it.
No setup wizard, no API keys, no 30-minute onboarding call.
Drag in your bank statement (PDF, CSV, or Excel) and your GL export. We auto-detect columns, dates, and amounts — no mapping needed.
Our 7-pass matching engine handles exact amounts, split transactions, date offsets, name variations, and partial matches. Average: 97% auto-matched.
Only look at the 3% that need human judgment. One-click approve, flag, or annotate. Export a clean PDF or Excel ready for your files or your client.
Whether you're a solo bookkeeper or a 50-person firm, the workflow is the same. Upload, match, export.
Managing 5-15 clients? Reclaim your evenings. Upload each client's files, get results before your coffee goes cold.
Multi-client dashboard, assign recons to staff, unlimited seats. White-label portal so clients see your brand.
No accounting degree needed. If you can compare two spreadsheets, you already know how this works — we just made it 10x faster.
In-house team doing monthly close? Slash your close cycle. Audit trail built in for your controller.
Supports 150+ bank formats out of the box — Chase, Wells Fargo, Bank of America, TD, HSBC, and more. CSV, Excel, PDF, OFX all auto-detected.
Verify client reconciliations independently. Every match has an audit trail. Export signed PDF packets for your working papers.
Your first reconciliation is free — no card, no commitment. Then pick a plan when you're ready.
Sign up (no credit card), upload a bank statement + GL export, and run a full reconciliation. You'll see your results in minutes. If you love it, pick a plan. If not, your data is deleted automatically.
CSV, Excel (.xlsx/.xls), PDF (OCR for scanned statements), OFX, QFX, and direct QuickBooks/Xero export. We auto-detect the columns — no mapping step needed.
Any bank that provides statements in CSV, Excel, or PDF. We have optimized parsers for 150+ banks including Chase, Wells Fargo, Bank of America, TD, Citi, Capital One, HSBC, and many more.
Bank-grade. AES-256 encryption at rest, TLS 1.3 in transit, per-tenant isolation, 2FA/passkeys, full audit trail, and SOC 2-ready architecture. We never share or sell your data.
Absolutely. Many of our users are finance managers or business owners who reconcile their own books. The Free and Professional plans are perfect for individual use.
No. You simply upload the statement file you already download from your bank. No credentials, no API connections, no third-party access to your bank account.
Upload your bank statement and GL right now. See the results before you finish your coffee.
Free · No credit card · Results in 2 minutes