Reconcile HQ

Medium

Finance · Bookkeeper, business owner

A reconciliation tool that matches bank activity to ledger records.

Built in this build

Bank statement import
Record matching screen
Open items list
Account definitions
Reconciliation periods
Settings
Match suggestions by amount and date
Category guess from description text
Open items report at period close
Reconciliation status summary

Vision (needs external services)

CSV/OFX import
PDF report

The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.

Customer features

Bank statement import
Record matching screen
Open items list

Admin modules

Account definitions
Reconciliation periods
Settings

AI capabilities

Match suggestions by amount and date
Category guess from description text

Automations

Open items report at period close

Analytics & reports

Reconciliation status summary

Integrations

CSV/OFX import
PDF report

Mobile

Mobile open item approval

Roles & permissions

Bookkeeper
Owner

Finance →

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