← Back
Function
Credit Card Reconciliation
Upload your bank statements and invoices. We match transactions to documents, apply the right tax treatment, and hand you back a clean reconciliation — no spreadsheets required.
1
Upload
Drop in a bank or credit-card statement and its invoices or receipts for the period.
2
Match
Every transaction is matched to a document (or several, if it took more than one receipt), automatically.
3
Categorize & tax
Each match gets the right expense category and GST/QST treatment, including split allocations when one receipt covers more than one category.
4
Review & download
Fix anything that needs a second look in a real editable table, then export a clean, ready-to-file reconciliation.