Reconciliation across every client account, without the spreadsheets.
Your team is still matching bank statements to the ledger line by line, client by client. ReconAI automates the matching, flags what actually needs a human, and gives you one clean view across every account you manage.
No card required. SOC 2 Type II report available on request.
Multi-client reconciliation
August statement — 47 accounts
WIRE TRF OUTGOING — ADOBE SYSTEMS
Solstice Marketing Partners
-$1,249.00
62% match
ACH DEPOSIT — CLIENT INVOICE #4471
Bramblewood Design Studio
+$4,800.00
99% match
PAYROLL TAX — EFTPS
Kestrel Logistics LLC
-$3,812.44
88% match
CHECK #2201 — OFFICE SUPPLY CO
Vantage Point Consulting
-$212.87
100% match
2 exceptions need review
96.4% matched this period
The problem
Manual reconciliation doesn't scale past a handful of clients.
Today, without ReconAI
- Staff export CSVs from five different banks and reconcile each client by hand in a spreadsheet.
- Discrepancies get discovered days later, after month-end close — or during the client review call.
- There's no single view of reconciliation status across the client book. Managers ask, staff dig.
With ReconAI
- ReconAI pulls bank and ledger data automatically and matches transactions the moment they land.
- Every mismatch is flagged same-day with a confidence score, so review time goes to what matters.
- One dashboard shows sync status, match rate, and open exceptions across every client, live.
The platform
Everything your reconciliation workflow needs, nothing it doesn't.
Auto-matching
Bank feeds and ledger entries are matched automatically using amount, date, and description patterns learned from your firm's own history — not a generic model.
Exception flagging
Anything that doesn't match cleanly is surfaced with a confidence score and the likely reason, so your team reviews five transactions instead of five hundred.
Multi-client view
See sync status, match rate, and open exceptions across your entire client book in one dashboard — no more switching logins between accounts.
96.4%
Average auto-match rate across client books
40+ hrs
Saved per month for a 50-client firm
500+
Client accounts reconciled monthly on ReconAI
<24 hrs
From statement import to exception review
See ReconAI on your own client accounts.
Bank-grade encryption, read-only bank connections, and full audit trails on every match. Built to satisfy your firm's review standards, not just your workflow.