Auto-Recon: split a transaction and attach evidence
Recorded on a demo practice with fictional data.
Open the video pageAutoRecon grid
The workspace where each bank line is coded, commented, split, filtered and reviewed, with undo, a status bar and keyboard shortcuts.
The problem it solves
Coding hundreds of bank lines needs a fast, keyboard-friendly workspace you can trust.
How it works
- Open AutoRecon for the client.
- Code, comment and split lines, using filters and shortcuts.
- Review and approve; undo anything you change your mind about.
What your practice gets
- One workspace for bookkeeping.
- Keyboard friendly.
- Undo for peace of mind.
Watch it in the product
Short recordings of autorecon grid in use.
Auto-Recon: manual transactions and new accounts
Recorded on a demo practice with fictional data.
Open the video pageQuestions accountants ask
Does anything post without approval?
No. Nothing posts without your approval.
Is it keyboard friendly?
Yes, with keyboard shortcuts.
Is there a tutorial?
Yes, see the Auto-Recon tutorials.
Related features
Features that work alongside autorecon grid.
Transaction ledger
Every transaction for the client is kept in one ledger that all MYLEDGER screens read from and write to.
Chart of accounts
View, add, rename, reorder, merge and delete accounts, and apply tax return labels, for each client.
VideoTransfer detection
Matching transfers between the client's own accounts are detected for you to confirm or dismiss.
VideoSplit transactions
Split one bank line across several accounts and amounts, and revert the split if needed.
VideoBulk actions with undo
Code, comment or delete many lines at once, with a drawer of recent bulk actions you can undo.
Evidence beside each line
See an evidence indicator and preview on each bank line, and link receipts or documents to it.
VideoSee it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.