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Multi-Account Reconciliation

Reconcile transactions across multiple bank accounts in a single session.

Overview

Managing multiple bank accounts? Reconciling each one separately is inefficient. This tool lets you process multiple bank statements and their corresponding ledger accounts in one session, with consolidated reporting across all accounts. Perfect for businesses with accounts at multiple banks.

Key Benefits

  • Reconcile multiple accounts in one session
  • Supports different banks with different formats
  • Consolidated view of all reconciliation status
  • Identifies inter-account transfers
  • Combined and individual account reports

How It Works

1

Upload statements from all bank accounts

2

Upload corresponding GL accounts

3

Run reconciliation across all accounts

4

Review consolidated results and individual details

Frequently Asked Questions

How many accounts can I reconcile at once?

There's no hard limit. We've tested with 20+ accounts simultaneously.

Are inter-company transfers identified?

Yes, matching transactions between your accounts are flagged as potential inter-account transfers.

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