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Reconciliation

Bank reconciliation without the spreadsheet

Match statement lines against recorded transactions, keep a permanent reconciliation history, and close each period knowing the bank agrees with the books.

01

Matching engine

Reduce manual work without giving up review.

  • Auto-matchingPlanned
  • Bank rulesPlanned
  • Transfer matchingPlanned
  • ReconciliationPlanned

02

Evidence that survives an audit

Reconciliation is an accounting control, so it is recorded like one.

  • Reconciliation historyPlanned
  • Audit TrailLive

Status

What is live today, and what is not

Capability status

Live
Implemented and available to every account today.
Beta
Implemented and usable, still being refined with early customers.
Early Access
Available on request to selected businesses.
In Development
Actively being built for an upcoming release.
Planned
On the product roadmap, not yet started.

Every JiriBooks page reads capability status from one central source, so a capability is never described as available in one place and planned in another.

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