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Balance · Financials

Bank Reconciliation

Plaid-powered bank feed matching and a month-close checklist.

Financial by TableWork Requires Balance
Overview

Save the Saturday you spend on reconciliation. Plaid syncs your bank transactions, matches them against open invoices and expenses, and flags the gaps so month-end closes in an hour, not a weekend.

What you get

Features

Plaid bank feed sync
Auto-match against invoices
Unreconciled-item queue
Month-close checklist
Who installs it

Built for these businesses

Bank Reconciliation is a common pick for operators in these industries. Each has a recommended setup on its own page.

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Related modules

Try Bank Reconciliation free for 14 days.

No card. It's pre-selected when you sign up. Add or remove modules any time.

14-day Pro trial. At the end of the trial, your workspace moves to read-only. You choose a plan to continue — no automatic charges.