Feature · Bank reconciliation
BeanStack matches every bank transaction to its invoice or payment as it clears, scores each match, and posts the confident ones through your policies. The rest wait in your review queue.
Transactions reconcile the moment they post to the bank — not in a month-end batch.
Amount, payee, date proximity, and reference are scored together; confident matches post, uncertain ones route to review.
Above your auto-accept threshold a match posts itself; below it, it waits for approval.
Duplicate payments, unexpected charges, and discrepancies surface with a specific reason before they clear.
Transactions arrive as they clear, through your connected bank feeds or uploaded statements.
Every transaction is scored against open invoices and payments on amount, payee, date, and reference.
Matches above your threshold post through policy; the reasoning is recorded on each one.
Unmatched or low-confidence items land in your inbox with the specific reason they need a look.
Connect a bank feed and BeanStack reconciles against your ledger — matches through policy, exceptions to your inbox.