Reconciliation improvement insights
Anonymous usage events show where reconciliation work slows down, so the product can be improved.
The problem it solves
Product improvements should target the steps where accountants actually get stuck.
How it works
- Use AutoRecon as normal.
- Usage events record where work stalls.
- The product team improves those steps.
What your practice gets
- A product that improves where it matters.
- No extra effort.
- Better reconciliation over time.
Questions accountants ask
Does it record client data?
It records product usage events.
Can it slow me down?
No.
Who uses the insights?
The Fedix product team.
Related features
Features that work alongside reconciliation improvement insights.
AutoRecon grid
The workspace where each bank line is coded, commented, split, filtered and reviewed, with undo, a status bar and keyboard shortcuts.
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.
VideoReconciliation progress
See how many lines are reviewed and unreviewed, an estimate of remaining work and the AI work still to run.
See 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.