Finance

Bank statement (OFX)

Each bank entry finds its match.

Where it lives
Billing, Reconciliation
Market
Available today

The statement comes in as OFX or CSV. The exact amount matches the entry; date and name rank the candidates.

Finance

How to connect

  1. In Billing, Reconciliation tab, upload the statement as OFX or CSV.
  2. Each entry looks for its match by exact amount.
  3. Confirm the match, or record what was missing in the same place.

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