Insight
How to automate bank reconciliation
To automate bank reconciliation, you feed each ledger into an engine that matches entries by rule, identical entries one-to-one, combined deposits by sum-and-window, predictable fees by saved rule, and routes only the unmatched items to a review queue. Manual resolutions are saved as rules that auto-clear similar cases next time.
What is reconciliation in accounting?
Why manual reconciliation breaks down at volume
How an automated reconciliation engine matches the easy cases
What’s left for a human: the real exceptions
Put this to work in your business.
See the Reconciliation Engine →