Everything you need to reconcile faster, with confidence. Built for accountants, bookkeepers, and finance teams.
AI-Powered Matching
Multi-pass engine runs 8+ matching strategies — exact, reference, near-amount, many-to-one, split transactions, reversals, vendor names, and AI suggestions.
Explainable AI
Every match shows why it was paired — confidence scores, matching criteria, and reasoning you can audit. No black boxes.
Any File Format
Upload CSV, Excel, PDF bank statements, OFX, QBO, or MT940 files. Auto-detects columns, date formats, and source software.
Xero & QuickBooks
Connect directly to Xero, QuickBooks Online, or Plaid bank feeds. Import transactions with 2 clicks — no manual exports.
Team Collaboration
Invite team members, assign reconciliations, leave comments, request approvals, and track who did what with full audit trails.
Enterprise Security
AES-256 encryption at rest, TLS in transit, mandatory 2FA, passkey support, IP allowlisting, and GDPR compliance.
Professional Exports
Export reconciliation results to branded Excel workbooks with summary sheets, match details, and unmatched items — ready for clients.
Multi-Client Management
Manage unlimited clients with separate workspaces. Track reconciliation status, match rates, and history per client.
Simulation Lab
Test matching strategies with sample data before running on real files. Experiment safely and build confidence in your workflow.