Keep bank records up to date for operations coordinators

Operations coordinators miss reconciliation when bank transactions aren't in the central ledger, causing stale balances. This copies new transactions into the consolidated ledger so finance can reconcile promptly.

Overview

Operations risk reconciliation gaps and stale balance views when bank transactions aren't centralized. This workflow feeds every new transaction into a single ledger with consistent debit/credit formatting, eliminating reconciliation blind spots and enabling finance to reconcile with confidence.

Notable Features

Create ledger entries from transactions
Format debit and credit fields
Flag missing categories for review