Match your bank statement to your books
Add a bank account, import a statement, and match each line to an entry that is already recorded, or categorize it as something new.
Free to use. No card needed.
Operating account · Naira (₦)
Imported from CSV
- 14 Oct
TRANSFER FROM BRIGHT DOOR STUDIO
Payment on INV-0148
+162,000.00
Matched - 15 Oct
ACCOUNT MAINTENANCE FEE
Bank charges?
−53.75
Needs a category - 17 Oct
POS PURCHASE PAPER SUPPLIES
Bill from Print Depot
−18,400.00
Matched
Illustration with sample data.
How it works
- 1
Add the account
Create an account in any currency. Add as many as you have.
- 2
Import the statement
Upload a CSV, or type transactions in by hand.
- 3
Match or categorize
Match a line to an existing entry, such as a customer payment, or categorize it to create a new one.
What you get
- Multiple accounts and currencies
- Keep each bank account separately, each in its own currency.
- Match, don’t duplicate
- When a customer’s payment is already recorded against an invoice, matching the bank line to it avoids counting the money twice.
- Categorize what is new
- Bank charges, owner top-ups and anything else not recorded yet can be categorized straight from the line.
- Transfers are not income
- Moving money between your own accounts is not counted as income or spending in reports.
- Know what is left to do
- See which lines are reconciled and which still need attention.
Common questions
Can I connect my bank directly?
Not yet. Live bank connections are not built. For now you import a CSV or enter lines by hand.
What CSV format do I need?
Four columns named reference, date, description and amount, up to 64 KB and 1,000 rows. Quote any description that contains a comma. Most bank exports need a quick reformat in a spreadsheet first.
What does reconciling actually mean?
Checking that every line on your bank statement has a matching entry in your books. Our guide explains it in plain terms.
Run your business from one place.
Create a free account, tell us what you do, and switch on the tools you need. Your first invoice can be ready in about a minute.