Auto-Recon: transfers between accounts
Recorded on a demo practice with fictional data.
Open the video pageTransfer detection
Matching transfers between the client's own accounts are detected for you to confirm or dismiss.
The problem it solves
Transfers between a client's own accounts get counted as income or expenses by mistake.
How it works
- MYLEDGER detects likely transfers between accounts.
- Review each match.
- Confirm or dismiss it.
What your practice gets
- No double-counted transfers.
- You confirm each match.
- Cleaner reports.
Watch it in the product
A short recording of transfer detection in use.
Questions accountants ask
Are transfers coded automatically?
They are proposed; you confirm.
What if it is not a transfer?
Dismiss it.
Is there a tutorial?
Yes, see the transfers tutorial.
Related features
Features that work alongside transfer detection.
AutoRecon grid
The workspace where each bank line is coded, commented, split, filtered and reviewed, with undo, a status bar and keyboard shortcuts.
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.
ATO comparison panel
Compare ATO account activity with the ledger and get a prompt to import anything missing.
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.