AI bank reconciliation assistants
Bank, card, and clearing-account recs drafted by an AI worker before your team logs in. Anomalies are flagged in plain English with a one-click accept-or-kick-back, the boring 80% done, the judgement calls left to you.
Why this is worth automating.
Reconciliation is repetitive and unforgiving, and it clusters at month-end when the team is already stretched. Matching transactions by hand is slow, and small mistakes are costly and hard to catch.
What we build, step by step.
Draft the recs
An AI worker drafts bank, card, and clearing-account reconciliations ahead of time, so your team starts from a draft rather than a blank screen.
Flag anomalies
Unusual items are surfaced in plain English, with the reasoning attached, so nothing odd slips through.
Accept or kick back
Your team reviews with one-click accept-or-kick-back. The routine 80% is handled; the judgement calls stay with people.
What you get out of it.
- 01Reconciliations drafted before the team logs in
- 02Anomalies flagged in plain English
- 03A calmer, faster month-end close
- 04Human judgement kept on the calls that matter
Common questions.
Does it close the books on its own?+
No. It drafts the reconciliations and flags anomalies, but your team reviews with a one-click accept-or-kick-back. Judgement calls stay with people.
How are anomalies surfaced?+
In plain English, with the reasoning attached, so your team understands why something was flagged before acting.
Will it help with month-end specifically?+
Yes. Drafting recs ahead of time is designed to take the crunch out of the close, when the team is most stretched.
More we build.
Bring us your version of this.
Intro calls are 30 minutes, free, and useful even if we never work together. We'll be honest about whether this is the right fit for your accounting team.