Docs
How It Works
Everything you need to know to get from setup to a closed period. No fluff.
Getting Started
Setting up your first bank
1
Create your bank account
From the sidebar, click "+ New Bank". Enter your bank name, upload a logo (optional), and provide your bank account number (stored masked as ****1234).
2
Set your starting balance
Enter the opening balance for your bank account. This becomes the beginning balance for your first reconciliation period.
3
Link your GL accounts
Add one or more GL account codes and profit center codes. BankRecon uses these to map your General Ledger data for matching.
Ready to give it a try?
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