Reconciliation

Code transactions, match invoices, and keep your books up to date.

How reconciliation works

The reconcile queue, AI suggestions, and what accepting actually does.

Accepting and overriding AI suggestions

How to work with the AI coding suggestions, and how it learns.

You only engage when we need you

Confident work is booked. Uncertain items wait as one-click suggestions. Most mornings there is nothing to do.

Matching payments to invoices

Link money in and out to the invoices and bills they pay.

Recording transfers between accounts

Handle money moving between your own bank accounts without double-counting.

What the confidence flags mean

Low confidence, unusual amount, possible personal — decoded.