Auto-Recon: split a transaction and attach evidence
Recorded on a demo practice with fictional data.
Open the video pageEvidence beside each line
See an evidence indicator and preview on each bank line, and link receipts or documents to it.
The problem it solves
Reviewers waste time hunting for the document behind a transaction.
How it works
- See which lines have evidence.
- Preview it in place.
- Link receipts or documents to lines that need them.
What your practice gets
- Supporting documents next to the line.
- Gaps in evidence visible.
- Smoother review.
Watch it in the product
A short recording of evidence beside each line in use.
Questions accountants ask
Can I preview a receipt in the grid?
Yes.
How do I attach a document?
Link it to the line.
Is there a tutorial?
Yes, see the split and evidence tutorial.
Related features
Features that work alongside evidence beside each line.
AutoRecon grid
The workspace where each bank line is coded, commented, split, filtered and reviewed, with undo, a status bar and keyboard shortcuts.
VideoReconciliation progress
See how many lines are reviewed and unreviewed, an estimate of remaining work and the AI work still to run.
ATO comparison panel
Compare ATO account activity with the ledger and get a prompt to import anything missing.
Coding memory
MYLEDGER remembers how you coded transactions for each client and suggests the same coding on new ones.
Reconciliation improvement insights
Anonymous usage events show where reconciliation work slows down, so the product can be improved.
Transfer detection
Matching transfers between the client's own accounts are detected for you to confirm or dismiss.
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.