Bank reconciliation services your firm runs for every client
Bookkeeping and CPA firms reconcile the same way for every client, across QuickBooks, Xero, NetSuite and spreadsheets. BankReconciler gives your team one place to do it, with every client account and month on one board.
Period status
2026
| Client | Jan | Feb | Mar | Apr |
|---|---|---|---|---|
| Harbor Dental | ||||
| Oak and Pine Studio | ||||
| Northline Freight | ||||
| Meridian Cafe | ||||
| Larkspur Clinic |
- Reconciled
- In progress
- With differences
- Not started
Built for bookkeepers and CPA firms
A workspace per client
Each client company has its own workspace with its accounts, rules, files and reports. Staff see only the clients you assign.
The period status board
Every account of every client for every month, marked not started, in progress, reconciled or with differences. You see at a glance what is left before the close deadline.
Reports with your firm logo
On the Firm plan the PDF and XLSX reports carry your logo, ready for the client file or the audit binder.
Reviewer sign-off
A senior accountant reviews and signs off each period, and the report records who prepared it and who approved it.
What it saves a firm
A busy client account takes one to three hours to reconcile by hand every month. At billing rates of 50 to 150 USD an hour, the matching alone often costs more per client per month than the monthly price of the plan that covers all your clients. BankReconciler leaves your staff the review, the client questions and the adjusting entries, the work clients actually value.
- More clients per bookkeeper without longer days
- Fixed fee engagements that stay profitable
- The same method on every file, whoever does the work
- Year end and catch up work done in batches of months
Offer reconciliation as a service
Many firms package monthly bank reconciliation as a fixed monthly service. With branded reports and a status board, you can deliver it on a predictable schedule and show the client a finished report every month.
Client data, handled properly
Files are encrypted in transit and at rest, retention is set per workspace up to 7 years, roles control who sees which client, and the audit log records every action. A data processing agreement is available for download. Read more on security.
The plan for firms
The Firm plan includes 25 client companies, 75 bank and card accounts, 50,000 transactions a month, unlimited seats, SSO, roles, the audit log and branded reports, for $199 a month billed yearly or $399 billed monthly. Need more than 25 companies? Firm scales inside the same subscription from the billing panel. Solo bookkeepers often start on Business. Compare both on pricing.
Questions from accounting firms
How do clients see their reconciliations?
Share the PDF report with the client. On the Firm plan it carries your firm logo, ready for the client file.
Can we reconcile twelve months for a new client at once?
Yes. Upload each month's statement and ledger, and outstanding items carry forward from month to month.
Do staff need training?
No more than a short walkthrough. Upload two files, review exceptions and download the report.