Reconciliation
Match bank-statement transactions to invoices so you can see at a glance which bills have been paid.
Reconciliation
Member+Reconciliation matches the transactions on a bank statement to the invoices and receipts already in your organization. Once a transaction is matched and confirmed, the invoice is marked paid, so you can see at a glance which bills have cleared and which are still outstanding.
You reach it from the dashboard sidebar under Reconciliation.
Who can use it
Anyone with the member, admin, or owner role can open Reconciliation, upload a statement, and review matches. There is no plan gate, so reconciliation is available on every plan. Deleting an uploaded statement requires the admin or owner role.
The flow at a glance
Upload a bank statement
Open Reconciliation and upload a statement file. An AI step reads the file and extracts the individual transactions.
Let the matcher run
Inbox Ledger compares each transaction against your unpaid invoices and suggests the ones that line up on date and amount.
Review and confirm
Confirm a suggested match to mark the invoice paid, reject one that is wrong, or create a manual match yourself.
The next three pages cover each step in detail.
Related
Upload a bank statement
Supported formats, the size cap, and what extraction does.
How matching works
The two stages, the date window, and the confidence threshold.
Review and confirm matches
Confirm, reject, or create a manual match.
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