About Reconcile Bot

Reconcile Bot is an AI-powered transaction review portal built for accounting firms and bookkeeping professionals. It sits between your clients' bank feeds and QuickBooks Online, using generative AI to pre-categorize every transaction, score its confidence, and route low-certainty items to a reviewer queue — so your team only touches the transactions that actually need human judgment.

It is designed for accounting firms, fractional CFOs, and bookkeeping teams that manage many client books at once. Whether you're handling five clients or five hundred, Reconcile Bot scales the same workflow: a Plaid bank connection pulls live transactions per client, category rules enforce firm standards, and a manual-approval-first workflow ensures nothing posts to QuickBooks until a human signs off. Bulk approval of high-confidence items means month-end close moves from days to hours.

Reconcile Bot is built by a small, independent team focused squarely on practical AI for accountants — not generic automation. We believe the right model for bookkeeping is generative AI that explains its reasoning, paired with a human who has final say. That philosophy shapes every feature, from the confidence score on each transaction to the clarification requests that go back to the client when the AI needs more context.