Banking & Reconciliation
Statements that reconcile themselves.
Import or feed bank and credit-card activity, auto-match with rules, and reconcile to a clean tie-out — then close the period with confidence.
Reconciliation is a monthly slog of matching lines by hand and hunting for the one transaction that won't tie.
What you get
Feeds & import
Connect feeds or import CSV/OFX from any bank.
Rule-based auto-match
Recurring transactions match and categorize themselves.
Reconciliation tie-out
Reconcile to the statement with a clear, auditable balance.
Card payoffs & transfers
Handle credit-card payoffs and inter-account transfers cleanly.
Guided period close
A close checklist with a reconciliation gate so nothing is missed.
How it works
Bring in activity
Feed or import transactions.
Match
Rules clear the routine lines; you review the rest.
Close
Reconcile and lock the period.
The payoff
Reconciliation in a fraction of the time
A close you can trust
No reopened-period surprises
Pairs well with
Close the books. Period.
See Cloture on your own numbers. We'll bring a sample of your books over and show you a month closed — usually in one call.