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Bank and credit card reconciliation, every month

Every bank and credit card account matched to its statement to the penny, every month. Errors, missed payments and fraud get caught early, not at year-end.

Why reconciliation matters

  • Catches bank errors and duplicate charges
  • Finds missing deposits and unrecorded expenses
  • Spots unusual or fraudulent transactions early
  • Makes your financial reports accurate enough to trust

What we reconcile

  • Business chequing and savings accounts
  • Business credit cards
  • Payment processors like Square, Stripe and PayPal
  • Loans and lines of credit

What you get each month

  • A reconciled balance for every account
  • A short list of anything that needs your attention
  • Confidence that your numbers are right

FAQ

Questions about bank reconciliation

How often should I reconcile my accounts?

Monthly. Waiting until year-end makes errors harder and more expensive to fix.

Do you need my banking password?

No. We use read-only bank feeds through your accounting software or statements you share. We never need your banking password.

Can you reconcile past months too?

Yes. That's part of our catch-up bookkeeping service.

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