Bank Reconciliation Agent

Finance agent AI helps SMBs reconcile in minutes, not days.

Upload your bank CSV and accounting records and let the AI agent handle the heavy lifting. It normalizes data, matches transactions, explains reconciliation exceptions, and suggests likely fixes so your team can quickly review and export a clean reconciliation package.

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Workflow snapshot

  • Upload bank + accounting CSVs
  • Normalize fields: date, amount, description, reference
  • Rule-based exact and date-window matching
  • LLM-assisted fuzzy matching with explanations
  • Human review + exception handling
  • Export CSV/PDF packages