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Transaction accuracy rules

Set what reviewed has to mean before anyone can tick it.

Clearer work, fewer loose ends

  • Set what reviewed has to mean before anyone can tick it.
  • Guardrails that stop half finished records from quietly becoming your year end.

Transaction accuracy rules

Step 1

Set what reviewed has to mean before anyone can tick it

Guardrails that stop half finished records from quietly becoming your year end.

What your accountant sees

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.

Back to Client Workspace
  • Bank feeds

    Every account, every morning, already in the books.

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  • Cruise Control

    Categorisation that learns your books, not a generic model.

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  • Bank reconciliation

    Reconcile with the statement, not against it.

    Read more
  • Bank statement PDF import

    Drop in a PDF statement, get clean transactions back.

    Read more
  • Automations

    Build the rule once, never touch that transaction type again.

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  • Universal search

    One search box across the whole workspace.

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See transaction accuracy rules on your own data