Bank feeds
Every account, every morning, already in the books.
Read moreSet what reviewed has to mean before anyone can tick it.
Transaction accuracy rules
Set what reviewed has to mean before anyone can tick it
Guardrails that stop half finished records from quietly becoming your year end.
Require a vendor, customer or tag before a transaction can be marked reviewed. Your standards get enforced by the software instead of by a checklist and hope.
Every account, every morning, already in the books.
Read moreCategorisation that learns your books, not a generic model.
Read moreReconcile with the statement, not against it.
Read moreDrop in a PDF statement, get clean transactions back.
Read moreBuild the rule once, never touch that transaction type again.
Read moreOne search box across the whole workspace.
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