Automated reconciliation software replaces line by line matching with an engine that reads your files, applies rules and suggests pairs it is unsure about. Reconciles automates bank, payment, invoice and ledger reconciliation, explains every match with a reason and a confidence score, and hands your team only the exceptions.
Your files are processed in your browser and never stored. No card needed.
Automation pays off when it covers all of the matching your team does, not just one account. Reconciles uses the same engine for each of these.
Most tools stop at "same amount, same date". The rest of the month is where your team spends its time, so that is where the engine works hardest.
Automation in Reconciles has two layers, and you control both.
You save rules such as "payee contains", "amount range" or "account is", and they are applied on every run. A rule that pairs your rent payment or your monthly software bill runs without anyone thinking about it again. Rules do not use AI suggestions, so they never count against your AI limit.
When the evidence is incomplete, for example a payee name that changed or a reference split across two fields, the engine proposes a pair with a confidence score and a plain reason. Suggestions are never forced. Your team accepts or rejects them, and an accepted pattern can become a rule.
Any supported file is read: bank statements in CSV, XLSX, OFX, QFX, MT940 and CAMT.053, PDF after signup, invoice and ledger exports, and processor payout reports.
Dates, signs, currencies, payee names and references are brought to one format.
Saved rules run first, then exact matches, grouped matches, tolerance and date windows, references and fuzzy names, then AI suggestions for what remains.
Unresolved items go to the queue with a reason each. Nothing posts to your ledger without review.
The queue holds five types: unmatched, partial, duplicate, amount difference and date difference. Each item carries the reason the engine stopped and the closest candidate it found. On Starter the queue is included, on Growth items are assigned and commented, and on Scale every resolution goes through approvals and is written to the audit log. As rules grow, the queue gets shorter every month.
Export the reconciliation report in XLSX or PDF, matched pairs in CSV, and journal entries as CSV for QuickBooks and Xero on Growth or NetSuite on Scale. On Scale, exports can be scheduled and files can arrive through API and SFTP drop, so the whole run happens without a manual upload. The output feeds directly into your month end close software checklist.
Starter gives you 20 matching rules and 300 AI suggestions a month for one company. Growth gives you unlimited rules, 2,000 AI suggestions and all processors and marketplaces. Scale adds 10,000 AI suggestions, API and SFTP drop and scheduled exports for teams that want reconciliation to run without uploads.
No. Every match has a reason and a confidence score, and nothing reaches your ledger until someone on your team reviews it and imports the export.
A rule is a condition you save and it runs the same way every time. An AI suggestion is a proposal for an unclear pair, with a confidence score, that a person accepts or rejects.
Yes, on Scale. Files can arrive through API and SFTP drop and exports can be scheduled. On every plan you can upload exports, or connect supported sources on your plan.
There is no implementation project. Upload two files and see matches in minutes, then save rules as you go.
Upload two files and watch the engine parse, match and sort exceptions on the progress screen.
Your account is saved and you are logged in. Your result now shows one more page of matched rows. You also get one more sample run of up to 500 lines.
To reconcile full months, open your workspace with a plan.
Choose a planStarter plan selected
Your account is saved and you are logged in. Pay by card on the next page and your workspace opens right away.
$74 per month, billed $888 yearly
$149 per month, billed monthly
Growth plan selected Scale plan selected
Your account is saved with this plan and you are logged in.
Full workspaces open in batches. We will email you the next steps for your plan as soon as yours is ready.
Your account is saved and you are logged in. You can now run one sample reconciliation of up to 500 lines.
To reconcile full months, open your workspace with a plan.
Reconcile now Choose a planEvery plan includes the matching engine, the exceptions queue and exports. Pay yearly and save 50%.
Starter
$74 per month, billed $888 yearly
$149 per month, billed monthly
Growth
$199 per month, billed $2,388 yearly
$399 per month, billed monthly
Scale
$499 per month, billed $5,988 yearly
$999 per month, billed monthly
Cancel any time. Your plan stays active until the end of the paid period.