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Bank Reconciliation: From Manual to Automated

May 2025 • 4 min read
Bank Reconciliation: From Manual to Automated cover

Close faster with automation

Manual reconciliation delays close and introduces risk. Rule‑based matching with exception queues removes friction.

The core loop

  • Ingest bank and GL data (CSV/API)
  • Match by amount, date, references; score confidence
  • Route exceptions; approve/resolve
  • Export evidence & sign‑off

Start with one account to prove the workflow, then scale to multiple banks and entities.

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