Business owners keep bank transactions matched to invoices
Business owners keep bank transactions matched to invoices
Business owners reconciling statements miss invoice matches, causing audit risk. Scan statements, match transactions to invoice PDFs, and flag missing invoices for an auditable ledger.
Overview
Missed invoice matches create reconciliation headaches and audit exposure for business owners. This workflow links bank transactions to invoice PDFs and updates your ledger automatically, producing an auditable spreadsheet and far fewer missed invoices.
Notable Features
- Match transactions to invoice PDFs
- Flag missing invoices for review
- Update finance spreadsheet with status