Auto-match transactions to invoices
For solo bookkeepers and small firms on QuickBooks Online or Xero. AI categorizes and posts bank transactions to your ledger, so you stop matching line by line during reconciliation.
€99/monthQuickBooks Online and Xero only. Read-only until you switch on write access.
Reconciliation, one line at a time
You spend hours every week matching bank transactions to invoices, categorizing entries and posting them into your accounting system by hand.
Each line means cross-referencing bank feeds, invoices and receipts to work out which GL account it belongs in.
Review the flagged exceptions, not every line
It reads the transactions your QuickBooks or Xero bank feed already imported, and does three things with each one.
Pairs each transaction with the right invoice or expense.
Suggests the correct GL account.
Posts everything with a single approval from you.
How it works on your books, read-only first
- 1
Connect
Connect QuickBooks Online or Xero in read-only mode, so it can see your chart of accounts, existing transactions and invoices.
- 2
Learn
It learns your patterns from past correctly categorized transactions. If your history is inconsistent, you tag representative transactions first.
- 3
Match
Each day it reads what your bank feed already imported, matches it to invoices or recurring expenses, and suggests GL postings.
- 4
Approve
You review flagged exceptions, approve the rest in bulk, and approved entries post to your ledger. Write access stays off until you enable it.
Before you trust it with a client's books
AI will miscategorize transactions and create a mess I have to fix manually, wasting more time than I save.
It only posts what you approve, and anything it is uncertain about goes to your review queue. It clears the obvious matches; you are still the one signing off.
I can't trust software to touch my clients' books without me checking every single line.
It starts in read-only mode and shows you exactly what it would post. Run it in shadow mode beside your normal reconciliation, and enable write access only once it matches your decisions for several cycles.
My clients use different accounting systems and have different workflows. No single tool handles that.
It works only if your clients are all on QuickBooks Online or all on Xero. Clients split across platforms, or on FreshBooks or desktop QuickBooks, are not a fit at launch.
I don't want to give a third-party tool access to my clients' bank feeds or financial data.
It never touches your bank feeds; it reads already-imported transactions through read-only API access. It never stores bank logins or sees account numbers, writes only if you enable it, and keeps API access logs open for your review.
This won't handle transaction splits, job costing, retainer invoices, or the other messy edge cases my real clients have.
Correct: no splits, job costing, progress billing, retainage, or one transaction posting to several accounts or jobs. It is built for service and retail clients whose transactions map one-to-one to an invoice, bill or recurring expense.
Free to join. One email at launch.
Questions about the launch list
What happens to my email address?
You get one email at launch, and occasional progress notes only if you opt in. No spam, no selling your email, and you can unsubscribe with one click.
Will I be charged for anything?
No, joining the list is free. No credit card, ever, unless you choose to pay later.
When will it be available?
People on the list hear first about timing and availability.
What if my historical data is categorized inconsistently?
During setup you tag representative transactions by hand, so it learns your current rules. It trains on your standards, not on what a previous bookkeeper got wrong.
Who is liable if the AI makes a mistake I don't catch?
You are, because you review and approve everything before it posts. The AI is the junior bookkeeper; you are still the supervising professional.