Reconcile Bot connects directly to your clients' banks via Plaid, catching transactions the moment they arrive — before they ever touch QuickBooks. AI categorizes each one, flags anything uncertain, and your team approves with a click. Nothing reaches the ledger without a human sign-off.
14-day free trial · No credit card required to start
Built for accounting firms who want speed without giving up control.
Plaid pulls transactions the moment they hit the bank — before QuickBooks even sees them. You get a first look no reactive tool can match.
Every transaction gets a suggested category with a confidence score and reasoning.
Upload receipts and invoices — AI extracts vendor, amount, and date, then auto-matches each to the right transaction.
Bulk-approve high-confidence transactions and focus your time on exceptions.
Match bank feed transactions against your QuickBooks ledger and close the gap in minutes, not days.
Post debit/credit journal entries and sync them directly to QuickBooks Online.
Send clients clarification requests directly from a flagged transaction.
Push approved transactions to QBO and pull existing purchases back — true two-way sync, not one-way.
Track AI accuracy, reviewer throughput, and time saved across every client.
Start with a 14-day free trial. Cancel anytime.
For solo bookkeepers just getting started