What we do

Feature · Bank reconciliation

Reconciled before
you open the app.

BeanStack matches every bank transaction to its invoice or payment as it clears, scores each match, and posts the confident ones through your policies. The rest wait in your review queue.

What it does

Matching that runs continuously.

Continuous

Matched as they clear

Transactions reconcile the moment they post to the bank — not in a month-end batch.

Scored

Four-signal matching

Amount, payee, date proximity, and reference are scored together; confident matches post, uncertain ones route to review.

Policy

You set the threshold

Above your auto-accept threshold a match posts itself; below it, it waits for approval.

Anomalies

Duplicates caught early

Duplicate payments, unexpected charges, and discrepancies surface with a specific reason before they clear.

How it works

How a match becomes an entry.

01

Bank feeds connect

Transactions arrive as they clear, through your connected bank feeds or uploaded statements.

02

The AI scores each match

Every transaction is scored against open invoices and payments on amount, payee, date, and reference.

03

Confident matches post

Matches above your threshold post through policy; the reasoning is recorded on each one.

04

The rest come to you

Unmatched or low-confidence items land in your inbox with the specific reason they need a look.

What changes.

The books stay current every day, not just at month-end.
Every match records its reasoning — amount, payee, date, and reference.
Duplicates and anomalies surface before they clear, not weeks later.

Stop reconciling
by hand.

Connect a bank feed and BeanStack reconciles against your ledger — matches through policy, exceptions to your inbox.