Bring One Messy Month - Guided Reconciliation Pilot
Test Reconcile Locally on one real month of exported bank, invoice, order, or payout files with a guided review and no bank login.
Reconcile Locally is a local-first reconciliation workflow for exported payout and bank files. It helps prepare a review-ready report before accounting import.
Try with sample files | View sample report
Frequently asked questions
Do I need to share bank credentials?
No. The pilot works from deliberate CSV/XLSX exports and does not require a bank login or OAuth connection.
What is included in the pilot?
One scoped period, column mapping, a guided local review, and a report that separates matched and unresolved rows.
Should I paste financial details into the request form?
No. Use the form only for contact and high-level workflow information. Do not include account numbers, customer names, credentials, or transaction rows.