Test environment. No real payments are taken. “Demo mode” runs use rule-based text extraction, not AI.
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Reconciliation Assistant

Beta

Bank lines matched to ledger entries in code (by reference, then amount and date), with every unmatched line listed and a suggested reason and next step.

Try Reconciliation AssistantPricing

How it works

Paste or upload the bank export and the ledger export. Matching is deterministic and one-to-one; the AI only suggests why unmatched lines might differ (timing, fees, split payments) and what to check. It never posts or changes entries.

What you give it

  • Two CSVs (bank, then ledger) with date, description, and an amount (or debit/credit) column
  • Pasted CSV

Limitations

  • Not financial, tax, or investment advice; figures are computed from your data and need review by a qualified person.
  • Matches exact amounts only; split or combined payments are listed as unmatched.
  • Up to 5,000 lines per side.