Overview
What it does
Bank reconciliation imports your bank CSV — including Maybank, CIMB and Public Bank formats — and suggests matches against your invoices and costs, so the books line up with the bank.
Features
Key features
- Bank CSV import
- Understands Maybank, CIMB and Public Bank formats
- Suggested matches against invoices and costs
- Mark off settled transactions
- Spot what hasn't cleared
Benefits
- Reconciliation in one sitting
- Local bank formats understood
- Clear view of what hasn't cleared
How it works
From input to outcome
Step 1
Import the CSV from your bank.
Step 2
Accept or adjust the suggested matches.
Step 3
Mark off settled transactions.
Use case
An owner imports a month of bank CSV, accepts the suggested matches, and finishes reconciliation in one sitting.