Upload Sources
Start a reconciliation run
Add one bank statement and one SAGE export to compare transactions automatically or review them side by side in the workbench.
Add both files to continue.
Bank Statement
Upload the bank statement you want to reconcile.
Drag and drop your file here
or choose it from your device
Accepted: PDF, CSV, XLS, XLSX
SAGE Export
Upload the ledger or export from SAGE for matching.
Drag and drop your file here
or choose it from your device
Accepted: PDF, CSV, XLS, XLSX
Recent Reconciliations
| Date | No of Transactions | No of Matched | No of Unmatched | No of Mismatched | Actions |
|---|---|---|---|---|---|
| 18/05/2025 | 51 | 30 | 13 | 8 | |
| 20/04/2025 | 71 | 32 | 19 | 11 |