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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The bank says one thing.
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.
Bank Reconciliation feature film
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THE TWO SIDES TOGETHER
Match the money to the record.
Beeswax interface example · Sample data
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
Choose a layer to explore · Illustrative records · Sample data
See the full application example
Beeswax interface example · Sample data
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
See the application example
Beeswax interface example · Sample data
BETTER TOGETHER
The rest of the story.
Good work deserves good software.
Make a little room for the work you actually like.
Try Beeswax free ↗60 days free. No credit card required.