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Create accounting record from new bank file uploads

Create accounting record from new bank file uploads

Your bank and card PDFs arrive unlogged, delaying reconciliations and audit readiness. Files are logged as searchable accounting records so reconciliations complete same day.

Create accounting record from new bank file uploads

Overview

Unlogged bank and card files slow month-end close and add friction for your accounting associates. This flow turns each upload into a searchable accounting record so reconciliations and audit reviews can proceed the same day.

Create accounting record from new bank file uploads