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Matching · Exceptions · Approvals · Audit trail
Reconciliation

The books balance
themselves — continuously.

A confidence-scored engine matches every transaction to its source the moment it lands. Exceptions surface on their own; the trail is immutable.

Auto-matching

Source meets ledger,
scored and posted.

High-confidence matches post on their own. Anything below your threshold waits in the exception queue with a suggested pairing.

Reconciliation register · May
Synced 2 min ago
May reconciliation register — each source-feed transaction matched to a ledger account, with amount, confidence score, and match status.
DateSource feedAmountConfidenceStatus
May 31Stripe payout #po_18f2$48,210.00100%Auto-posted
May 30AWS invoice 7741-22$12,847.16100%Auto-posted
May 30ACH credit · Cedar Co$7,500.0098%Matched
May 29Wire · unknown originator$3,200.0061%Needs review
May 29Gusto debit · payroll$96,300.00100%Auto-posted
4 of 5 auto-reconciled · 1 in review$168,057.16 reconciled
faster monthly close
3 days
faster monthly close
manual matching
−90%
manual matching
in reconciliation errors
$0
in reconciliation errors
Book a demoWatch it auto-match your feed on a 30-min call.
Controls

Built for the way
auditors work.

Thresholds, queues, approvals, and an immutable trail — the four controls that turn reconciliation into something you can sign off on.

Auto-matching

A confidence-scored engine pairs each transaction to its source. Anything above your threshold posts on its own; the rest waits.

Exception queue

Low-confidence and unmatched items collect in one review queue with suggested matches — clear them in a pass, not a hunt.

Approval workflow

Set dollar thresholds that require a second pair of eyes. Approvals are captured in the trail with name, time, and note.

Immutable trail

Every match, edit, and approval is written to an append-only log. Reproduce any balance, on any date, in seconds.

Audit trail

Every entry,
accounted for.

Who did what, and when — written to an append-only log nobody can edit after the fact, including us. Reproduce any balance, on any date.

  • Append-only — immutable by design
  • Read-only access for external auditors
  • Cryptographic trail on every change
Activity log · today
Append-only
  • Auto-matched Stripe payout to Revenue (100%)
    System
    09:41:02
  • Approved $96,300.00 payroll debit
    D. Okafor
    09:38:55
  • Flagged wire from unknown originator for review
    System
    09:37:10
  • Reclassified AWS charge to Infrastructure
    M. Reyes
    09:31:44
  • Viewed Q1 reconciliation report
    Auditor (RO)
    08:55:03
Close with confidence

Reconcile in
real time.

Book a demo and watch the register balance itself — exceptions flagged, the trail intact — or connect an account and see it from the first sync.