Finance & operations / Banking & reconciliation
A clearer view of the money moving through your practice.
Import statements, check balances and review allocations against accounting records.
Banking / statement reviewIllustrative
View screen Banking & reconciliation, in view.Illustrative interface · fictional records. Select the image to inspect the screen.
The work it supports
A closer look
at the working day.
- CSV, XLSX and PDF statement-import workflows within Accounts.
- Review mappings and balance checks.
- Bank/cash posting, reconciliation and allocation corrections.
Banking & reconciliation / workflow exampleFictional
Step 01 / illustrative
Import a statement
Use a supported file from the practice’s own records.
EXAMPLE PRACTICEReview record / EX-01Source context → staff review → next action
Website demonstration only. Switching steps does not save records, post accounts, run payroll, place orders or contact external services.
Availability, supported scope & connections
A capability within Accounts, not a separate confirmed paid package. Open Banking is planned; there is no active bank feed. Dayanik is in development. Hosted acceptance and onboarding are agreed before use. Screens are identified as development screenshots or illustrations; fictional records are used throughout.
Start with your practice
Show us the work
you want to make easier.
Choose your priorities. We’ll discuss the supported workflows, setup and the right next step for your team.