Guides
Deep, worked-example guides
Longer than a blog post, built around a real worked example rather than a general overview. For shorter explainers see the blog; for ready-made files, the reconciliation templates; to try the method on your own statement, the free reconciliation tool.
· 9 min read
Give Your AI Bookkeeper a Reconciliation Tool
How to wire an AI bookkeeping agent up to a deterministic reconciliation API instead of asking a model to eyeball transaction matching, with a working curl example and the response an agent should narrate.
· 8 min read
Reconciliation for Bookkeepers: A Multi-Client Workflow
Reconciling twenty clients is an operations problem, not a bigger version of reconciling one. The setup sheet, batching approach, and audit trail that make a multi-client practice actually scale.
· 8 min read
How to Speed Up Month-End Close (Without Cutting Corners)
The six specific changes that take a month-end close from two or three weeks down to three to five days: continuous reconciliation, real-time bill entry, automated matching, and a real checklist.
· 10 min read
Reconcile a Bank Statement: A Full Worked Example, Start to Finish
A complete bank reconciliation for one account, one month, with the actual CSV inputs, the matching logic pass by pass, the adjusted-balance schedule, and the resulting journal entries.