CleanRecon: Catch-Up & CleanUp
Backlog reconciliation & cleanup automation for messy books
CleanRecon: Catch-Up & CleanUp
CleanRecon streamlines reconciliation and cleanup for bookkeepers tackling months of backlog. It auto-matches fuzzy bank descriptions with internal entries, aligns offset-cycle statement dates to calendar months, and detects duplicate Stripe payouts—cutting manual work by 70%.
- Fuzzy description matching using ML to reconcile bank vs. internal records
- Automated offset-cycle statement alignment (e.g., 4th-to-3rd to calendar month-end)
- One-click opening balance adjustment detection and trial balance reconciliation
- Duplicate transaction detection and removal for Stripe payout groupings
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