Security and Data Flow - Local-First Reconciliation

See how exported reconciliation files are processed in the browser without bank credentials, OAuth access, or raw-row uploads to Reconcile Locally servers.

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

Are raw financial files uploaded to a server?

No. Raw CSV/XLSX rows used for reconciliation are parsed and reviewed in the browser session.

Does local processing make a workflow GDPR-compliant?

Not by itself. Your organization still needs an appropriate lawful basis, access controls, retention policy, and assessment of the full workflow.