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Audit Reconciliation Tool

Generate audit-ready reconciliation documentation with detailed match reports.

Overview

External auditors need to see your reconciliation work. This tool produces professional, audit-ready documentation showing exactly how your bank balance reconciles to your books. Every match is documented, every difference is explained, and the output format is what auditors expect to see.

Key Benefits

  • Generates audit-standard reconciliation reports
  • Documents matching methodology used
  • Shows full audit trail of reconciling items
  • Explains each outstanding item clearly
  • Exports in auditor-friendly format (PDF, Excel)

How It Works

1

Complete your bank reconciliation using the tool

2

Add notes/explanations for outstanding items

3

Generate formal reconciliation documentation

4

Provide to auditors with confidence

Frequently Asked Questions

What format do auditors typically want?

We provide Excel (for detail) and PDF (for formal documentation). Both are audit-standard.

Can I add my own notes to the report?

Yes, you can annotate any reconciling item with explanations for the auditor.

Cost in Credits
15
per use
Tool
Reconciliation Mismatch Finder
Processing
100% client-side, your data stays private
Formats
CSV and Excel (.xlsx)