Bank Reconciliation
The bank says one thing.
Your books agree.
Bring the bank statement and the business records together. Match transactions, review the differences and keep the reconciliation tied to the work behind the money.
Take a look around below. The film is on its way.
THE TWO SIDES TOGETHER
Match the money to the record.
Review bank transactions against the invoices, expenses and payments already in Beeswax. Keep the statement balance and the reconciliation difference visible as you work.
- Statement balances
- Transaction matching
- Difference checks
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CONNECTED TO THE BUSINESS
A payment has a backstory.
An invoice payment can lead back to the invoice and its project. Keeping those records together gives the bank transaction more context than an isolated line on a statement.
- Invoice payments
- Expense payments
- Project context
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FEED THE REVIEW
Bring transactions into the queue.
Connect supported bank feeds to import transactions, or use statement imports. Feed transactions enter the Allocations review queue so you can review their treatment before relying on the books.
- Connected feeds
- Statement imports
- Allocation review
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BETTER TOGETHER
The rest of the story.
Good work deserves good software.
Make a little room for the work you actually like.
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