Finance · Switched on when you need it
Bank Reconciliation. Match what the bank says against what the system says.
Bank accounts and transactions with matching and a reconciliation step, so the books agree with the statement.
How it fits
It is one part of one system
Not integrated. The same database.
There is no connector between Bank Reconciliation and the modules below, because there is nothing to connect. They read and write the same records, so a change is not copied anywhere — it is simply already there.
What you get
What Bank Reconciliation actually does for you
Not a feature list. The three or four things that change about the work once this is switched on.
Find the payment that never arrived
Match in bulk, not line by line
The books and the bank agree
A day it changes
You reconcile the month and find the two invoices customers said they had paid.
What it stands in for
Software you can stop paying for
These are the categories of tool a business would otherwise buy separately. We name the category, never a rival’s price — what you save depends on what you are on today.
- Bookkeeping software
The saving that matters usually is not the licence. It is the hour a week somebody spends copying the same information between two systems, and the decisions that get made late because the numbers live in pieces.
Finance
The rest of this part of the business
Finance
The money picture: what is owed, what is coming, what it costs.
Invoices
Bill the work, in your own currency, with the trail behind it.
Payments
Take card payments through your own merchant account.
General Ledger
Proper double-entry books, not a running total.
VAT Returns
Work out the quarter and see every box before you file.
Payroll
Run the pay, produce the payslips.
Questions
Bank Reconciliation, answered plainly
Is Bank Reconciliation included, or is it extra?+
It is one of the modules the Builder switches on when your description of the business calls for it. Pricing is per user for the whole Hub, not per module, so turning it on does not change your bill.
Can we change how it works?+
Yes, and you are expected to. Fields, stages, views, forms and automations are all editable after the Builder creates them, without a developer and without raising a ticket.
How long before we are using it?+
You describe your business in plain English and the Builder produces a working version in minutes. Importing your existing records and adjusting the shape is usually an afternoon.
Can the assistant use it?+
Yes. Because Bank Reconciliation lives inside the Hub rather than beside it, you can ask about it in plain English and get an answer composed from your live records, with a link straight to the thing it just told you about.
Another way to look at it
Put bank reconciliation in a system that knows the rest of your business.
Describe how you work in plain English. The Builder produces a working Hub in minutes, and every part of it stays yours to change.