Any business
Make your bank statement match your books
Matches your transactions against the bank statement, explains every difference and sends back a clean report for your approval.
Works with
- Excel or Google Sheets
- Google Drive
Using something else? It can usually work with the tools you already have. We check yours on the call.
The problem
Every month someone ticks off the bank statement against a spreadsheet, line by line, hunting for the small amount that will not match.
How it works
- 01
Send the month's transactions and the bank statement.
- 02
It matches them line by line and explains every difference it finds.
- 03
A clear report comes back for you to review and approve.
You decide what it does on its own and what waits for your OK. You can change that, or pause it, at any time.
What changes for you
The month closes sooner, and your books are never changed to make the totals match.
Want this off your plate?
On a free call we look at how you do this today, and show you what an agent would take over. If it needs to work a little differently for your business, we build it that way.
