Business owners: keep bank transactions posted in ledger

Business owners miss bank transactions buried in feeds, causing reconciliation gaps. Create matching transactions in your finance system as bank posts arrive to keep records ready for reconciliation.

Overview

Missed bank transactions create reconciliation gaps and reporting risk for business owners, exposing cashflow blind spots. This workflow posts matching transactions into your accounting system as bank items arrive, eliminating missed entries so reconciliations start promptly and reports stay accurate.

Notable Features

Create matching ledger transactions automatically
Attach bank memo and reference fields
Flag unmatched entries for review