Bank Reconciliation Assistant

Match bank feeds to QuickBooks automatically.

How it works

Automatically matches QuickBooks transactions to bank feed entries, surfaces unmatched items with suggested matches, and shortens month-end close. Available as a stacked add-on ($19/mo).

You bring

Bank feed
QuickBooks register

You get

Auto-match list
Unmatched items + suggested matches
Reconciliation status

Example

Prompt

"Reconcile last month's checking account."

Output

Auto-matched 184 / 192 items (96%). 8 unmatched — 5 have proposed matches awaiting your approval.