One system, not nine
Bank Reconciliation that knows about the rest of your business.
Most software is bought a problem at a time, and the cost turns up later in the gaps between the purchases. Bank accounts and transactions with matching and a reconciliation step, so the books agree with the statement.
Where you are now
Both sides of it, honestly
Where a stack of tools leaks time
- The same information is typed in more than once, and the copies disagree.
- Nobody can answer a simple question without opening three tabs.
- Every new hire has to be taught which system is authoritative for what.
- Half your integrations are somebody’s Zap that nobody has looked at in a year.
- The month-end number takes a day to assemble because it lives in pieces.
How Bank Reconciliation sits in the Hub
- Reads and writes General Ledger and Payments directly, as one record rather than copies kept in step.
- Find the payment that never arrived
- Match in bulk, not line by line
- The books and the bank agree
- One permission model decides what each person sees, everywhere at once.
Why it holds up
Three things that only work because it is one system
One record, many views
A customer is one row. Sales, operations and finance each see the part of it their role covers, and none of them is looking at a copy.
Automations across the seams
The rules that matter are the ones that cross departments — a job finishing that raises an invoice. Those only work when both halves live in one system.
Ask the whole business
The assistant can answer across every module at once, because there is no boundary for it to fail at.
A day it changes
You reconcile the month and find the two invoices customers said they had paid.
The reach
What it is joined to
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.
Questions
The ones worth asking
Do we have to move everything at once?+
No. Start with the area that hurts most and add modules as you go. Each one is useful on its own and worth more once its neighbours arrive.
What about the tools we genuinely want to keep?+
Keep them. There is an API and webhooks for anything that must stay outside, and Automations can call it. The aim is fewer systems, not zero.
How long does it take to set up?+
The Builder produces a working version from a plain-English description in minutes, and you edit from there. Most businesses are using it the same week.
See bank reconciliation in one joined-up system.
Describe how your business works in plain English. The Builder produces a working Hub in minutes, and everything it makes stays yours to change.