Reconciliation progress
See how many lines are reviewed and unreviewed, an estimate of remaining work and the AI work still to run.
The problem it solves
Without a progress view, nobody knows how close a client's books are to done.
How it works
- Open the reconciliation summary.
- See reviewed and unreviewed counts.
- Plan the remaining work.
What your practice gets
- Progress at a glance.
- Better planning.
- AI work remaining is visible.
Questions accountants ask
What does it count?
Reviewed and unreviewed lines.
Is the estimate exact?
It is an estimate to help you plan.
Is it per client?
Yes.
Related features
Features that work alongside reconciliation progress.
AutoRecon grid
The workspace where each bank line is coded, commented, split, filtered and reviewed, with undo, a status bar and keyboard shortcuts.
VideoATO 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.
VideoSplit transactions
Split one bank line across several accounts and amounts, and revert the split if needed.
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.