BankReconPro is the only reconciliation platform built for firms managing 20, 50, or 200+ clients. Multi-entity dashboard, white-label client portal, QuickBooks + Xero sync, and audit-ready PDFs — in one place.
No credit card required · Unlimited users · Cancel anytime
Every junior staffer is buried in Excel from the 1st to the 10th, hand-matching transactions for 20+ clients. Margins crater.
You can't tell which clients have unreconciled cash without opening each QBO file. A late discovery of a fraud or a misposting becomes a client call you don't want to make.
"Where are we on March recon?" lands in your inbox six times a week. You don't have a branded portal to send them to.
Everything in Team, plus the things that only matter when you have a client book to manage.
See every client's cash position, last-reconciled date, and unreconciled exception count on one screen. Sort by overdue. Assign to staff.
Your logo, your colors, your subdomain. Clients log in, see their own recons, approve adjustments — they think it's your software.
One-click OAuth per client. Pull bank + GL automatically, push adjusting journal entries back. Plaid bank feeds included.
Role-based permissions: Partner, Manager, Senior, Junior. Audit log of every action. SOC 2-ready.
Every reconciliation produces a signed PDF: bank statement summary, GL summary, matched/unmatched detail, adjusting JEs, sign-off block. Drop in your audit binder.
AI flags duplicate payments, round-dollar transfers, unusual vendor activity, and timing anomalies — before your client's auditor does.
If you charge $150/hour and reconcile 30 clients monthly:
You reclaim ~217 hours/month. At your billing rate, that's $32,500 back in your firm — for $199/mo.
Start your 14-day firm trial →Same day. The interface mirrors how a senior accountant already thinks: bank on the left, GL on the right, exceptions in the middle. No certifications, no 3-week onboarding.
Yes — drop the Excel file in and we'll auto-detect the structure. Bank columns, GL columns, opening/closing balances. We've parsed thousands of bank-rec sheets already.
All data encrypted at rest (AES-256) and in transit (TLS 1.3). Per-firm tenant isolation. Optional 2FA + WebAuthn passkeys. Read our security & compliance posture.
Yes — 30% recurring revenue share for any client a firm refers, for the lifetime of the subscription. Email partners@bankreconpro.com.
The Firm plan has no client cap. For multi-office firms (5+ partners, 200+ clients) we offer Enterprise with dedicated support, custom SSO, and DPA — contact sales.
14-day trial. No credit card. Onboard your first 5 clients in an afternoon.