Transactions
Banking & Transactions
Bank activity is settlement evidence — the accrual GL remains the accounting event. Open an account to review every downloaded transaction and tie payments to the bills they satisfy.
Bank accounts
Registered accounts with the latest verified balance from the connected institution. Select an account to see its transactions and reconcile.
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Balances are verified evidence retrieved from the institution — never a posting.
Reconciliation status
Match and tie-out state between bank evidence and the accrual ledger.
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Bank connections & mapping
Connect an institution and map each feed to its accounting bank account. The feed only supplies balances and transactions as evidence — credentials stay in AWS and no GL entry is ever posted automatically.
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