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Bank Reconciliation

Match your books to your bank statement in minutes, not hours. Catch discrepancies, prevent errors, and know your cash position is accurate.

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Why Reconcile?

Your bank knows exactly how much money you have. Your books should match. Bank reconciliation catches errors, identifies missing transactions, and prevents fraud. Do it monthly - your accountant will thank you.

1

Enter Statement

Input your ending bank balance and statement date

2

Match Transactions

Check off transactions that appear on the statement

3

Balance

When difference is zero, you're reconciled

How It Works

BizBooks Pro shows all uncleared transactions for your bank account. As you review your bank statement, check off each transaction that matches. The running difference updates in real-time. When it hits zero, click "Finish Reconciliation" and you're done.

What Gets Caught

Missing Transactions

Bank fees, automatic payments, or deposits you forgot to record. Reconciliation finds them.

Data Entry Errors

Typed $150 instead of $1,500? Transposed digits? The math won't balance until you fix it.

Duplicate Entries

Accidentally recorded something twice? Reconciliation makes it obvious.

Timing Differences

Checks written but not cashed. Deposits in transit. Track what's outstanding.

Reconciliation History

Every completed reconciliation is saved with date, ending balance, and list of cleared transactions. Need to review last month's reconciliation? It's all there. Perfect for audits and year-end review.

Multiple Bank Accounts

Reconcile each bank account separately. Checking, savings, credit cards, PayPal - if it has a statement, you can reconcile it. Each account maintains its own reconciliation history.

Ready to Balance Your Books?

Start your free 30-day trial. Bank reconciliation included in all plans.

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