luckpandaBank reconciliation
Reconciliation is being built. It will match bank statement lines to the payments and entries in your books, so the two agree.
Reconciliation is being built. The list below describes what it will do; anything that already works is said plainly above. Tools marked Live work today.
What reconciliation will do
- Will suggest a match for each bank line from recorded payments.
- Will let you accept, change or split a suggested match.
- Will list unmatched lines and unmatched payments.
- Will record bank fees found on the statement.
Questions
What is bank reconciliation?
Checking that each line on your bank statement matches a record in your books, and explaining any difference.
Will an agent reconcile for me?
An agent will be able to propose matches. A person accepts them before anything posts.
Keep everything you make
Sign in with your email and your drafts become documents in your own business, with clients, payments and books alongside.