- Setup
- Easy
- Time saved
- Maker hasn't shared this
Who it's for
Small businesses and bookkeepers who spend hours matching bank transactions and sending invoices.
What it does
- Matches bank transactions to your records
- Sends quotes and invoices that customers can pay online
- Captures bills and tracks what you owe
Proof
Maker's claimThe company that makes it says so
The maker says all plans let you match bank transactions; auto-matching costs $5.00 per month extra on Early.
XeroDate not shown Read the source
Try it yourself DIY version
Not ready to buy the tool? Paste this into ChatGPT, Claude or Grok. Fill in the [brackets] first.
Copy this prompt
I run a [BUSINESS TYPE]. Here is my bank statement for [MONTH]: [PASTE: date, description, amount]. Here are the invoices I sent and the bills I paid: [PASTE: name, number, amount, date]. Please match each bank line to an invoice or bill and show the matches in a table. List any bank lines with no match, and any invoices or bills that did not show up in the bank. Then tell me which unpaid invoices to follow up on first, and draft a short, polite payment reminder email for them.
How to set it up
- Sign up; the page shows 90% off your plan for the first 6 months.
- Connect your bank.
- Send your first invoice.
- Match a few bank lines to your records to learn how it works.
Cost
Check the maker's site
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