Powerful Features for
Effortless Reconciliation

Discover how ReconcileIQ transforms hours of manual reconciliation into seconds with intelligent features designed for accuracy and speed.

Try It Free Now Explore Features

Smart Matching

Intelligently match transactions, even complex ones.

PDF Converter

17+ UK banks supported. Convert PDFs to CSV instantly.

Instant Reporting

Generate clear reconciliation reports in seconds.

LedgerIQ Insights

Turn reconciled data into actionable financial analytics.

PDF to CSV Converter

17+ UK Banks Supported

No CSV export from your bank? No problem. Our intelligent PDF converter automatically extracts transaction data from PDF statements and converts them to clean CSV format.

  • Lloyds Bank
  • HSBC
  • NatWest
  • Barclays
  • Santander
  • Mettle
  • Monzo
  • Starling Bank
  • Halifax
  • + 8 more banks
How it works

Upload your PDF statement → AI extracts all transaction data → Clean CSV ready for reconciliation in seconds

PDF Statement
Clean CSV Data
Direct API Integrations

One-Click Fix Push

Connect your accounting software directly to ReconcileIQ for streamlined reconciliation with automatic updates.

  • QuickBooks Online: Direct API connection with real-time transaction import and one-click fix push back to QBO
  • Xero: Seamless integration with automatic reconciliation updates and discrepancy resolution
  • Sage: Complete integration with Sage systems for automated workflow
  • Pandle & FreeAgent: Full API support for complete automation
Time Saver

Process reconciliation and push fixes back to your accounting software in one click - no manual data entry required

QuickBooks

Real-time sync

Xero

Direct connection

Sage

Seamless integration

Pandle

Complete API

Lightning-Fast Processing
5,000+

Transactions Per Second

With perfect accuracy maintained

10K Transactions

Processed in under 2 seconds

100K+ Transactions

Completed in under 20 seconds

99.9% Accuracy

Maintained at maximum speed

Core Reconciliation Engine

Smart Transaction Matching

Our proprietary matching engine intelligently identifies corresponding transactions between your bank statement and accounting records, even when:

  • Timing Differs: Matches transactions with different posting dates.
  • Descriptions Vary: Recognises the same transaction despite different labels.
  • Batch vs. Individual: Matches grouped transactions to individual components.
  • Fuzzy Matching: Suggests likely matches with confidence scores.
ReconcileIQ Transaction Matching Interface

Intelligent File Mapping

Upload your files and let ReconcileIQ automatically detect and map the transaction data columns.

  • Auto Column Detection: Smart identification of date, amount, description.
  • Interactive Mapping: Click/drag to adjust mappings if needed.
  • Handles Complex Formats: Works with various dates and amounts.
ReconcileIQ File Import Interface

Enterprise-Grade Security

Your financial data is sensitive. We protect it with the highest security standards in the industry.

  • Bank-Level Encryption: AES-256 for data in transit and at rest.
  • Temporary Processing: Files deleted minutes after processing.
  • GDPR Compliant: Full compliance with data protection regulations.
ReconcileIQ Security Features
Advanced Reconciliation Tools

Advanced Matching Logic

Handle even the most complex reconciliation scenarios with our sophisticated matching algorithms.

  • Batch Transaction Matching: Intelligently handle many-to-one matches.
  • Confidence Indicators: See match reliability with % scores.
  • Fuzzy Description Matching: Identify similar text variations.
ReconcileIQ Advanced Matching Features

Results Analysis & Resolution

Quickly identify and resolve remaining discrepancies via the results screen.

  • Missing Transaction Detection: Clearly shows unmatched bank items.
  • Extra Transaction Identification: Highlights unmatched book items.
  • Pattern Analysis: Identify recurring issues or bookkeeping opportunities.
ReconcileIQ Results Analysis

Intelligent Suggestion Engine

For transactions that can't be automatically matched, our system suggests the most likely candidates.

  • Confidence Scoring: Suggestions ranked by probability.
  • One-Click Acceptance: Approve suggestions instantly.
  • Smart Filtering: Quickly search unmatched items.
ReconcileIQ Suggestion Engine
Reporting & Compatibility

Comprehensive Reporting

Generate detailed reports instantly with complete visibility into your reconciliation.

  • Reconciliation Summary: Overview of matched/unmatched items.
  • Exception Reports: Detailed breakdown of discrepancies.
  • Visual Representations: Charts for at-a-glance status.
ReconcileIQ Reporting Features

Flexible Export Options

Export your reconciliation data in multiple formats to meet your specific needs.

  • PDF Reports: Professional reports for records or distribution.
  • CSV/Excel Exports: For further analysis in spreadsheets.
  • Flexible Scope: Export current view or the complete dataset.
ReconcileIQ Export Options

Broad Compatibility

Works seamlessly with standard file exports from virtually any financial institution or accounting platform.

  • Supported Formats: CSV, Excel (XLS, XLSX).
  • All Major Banks: HSBC, Barclays, Lloyds, Monzo, Revolut, etc.
  • All Accounting Software: Xero, QuickBooks, Sage, FreshBooks, etc.
  • Payment Processors: PayPal, Stripe, and others.
ReconcileIQ Accounting Software Compatibility
Coming Soon: Direct API Integration

We're actively developing direct API connections for even smoother workflows with banks and accounting software. Stay tuned!

Go Beyond Reconciliation with LedgerIQ

Unlock powerful financial insights from your reconciled data. Turn numbers into actionable intelligence.

LedgerIQ Financial Dashboard
Profit Margin Seasonality Analysis in LedgerIQ

Basic LedgerIQ (Pro+)

Track key metrics: revenue trends, expense breakdowns, profit margins via intuitive dashboards.

  • Visualize core financial trends.
  • Understand expense categories.
  • Track performance metrics (ROA, ROE).
Explore Basic Features

Advanced LedgerIQ (Business+)

Unlock deeper insights: seasonality, predictive cash flow, multi-dimensional analysis, break-even points.

  • Uncover seasonal patterns.
  • Predict future cash flow trends.
  • Calculate break-even points.
  • Analyse expense correlation.
Discover Advanced Insights
Learn More About LedgerIQ

Feature Comparison

Feature Free Essential Pro Business Enterprise
Transaction Credits/Month 200 1,000 2,500 20,000 150,000
Smart Transaction Matching ✓ ✓ ✓ ✓ ✓
CSV/Excel File Support ✓ ✓ ✓ ✓ ✓
Basic Reporting ✓ ✓ ✓ ✓ ✓
Fuzzy Matching — ✓ ✓ ✓ ✓
Batch Matching — — ✓ ✓ ✓
Pattern Analysis — — ✓ ✓ ✓
Basic LedgerIQ — — ✓ ✓ ✓
Advanced LedgerIQ — — — ✓ ✓
Premium Client Subscriptions — — — — ✓
View Detailed Pricing Plans

Features Frequently Asked Questions

Our proprietary matching algorithm uses a combination of exact and fuzzy matching techniques to identify corresponding transactions between bank and bookkeeping records. It considers multiple factors including transaction amounts, date proximity (accounting for clearing delays), description similarity (using advanced text pattern recognition), and transaction context.

The algorithm can also handle complex scenarios like batched payments, split transactions, and recurring payments with varying descriptions. For transactions that cannot be matched with high confidence, our suggestion engine presents likely matches with confidence indicators for quick human verification.

ReconcileIQ supports the most common file formats for both bank statements and bookkeeping records: CSV (comma-separated values) and Excel files (XLSX, XLS).

Our intelligent field mapping system automatically identifies transaction date, amount, and description fields, handling various date formats and amount representations. Virtually all banks and accounting software allow export to these formats, making ReconcileIQ compatible with any financial system you use.

While basic reporting focuses on reconciliation status (matched/unmatched items, summaries, exceptions), LedgerIQ provides advanced financial analytics and insights derived from your reconciled data.

LedgerIQ offers interactive dashboards, trend analysis, cash flow insights, seasonality detection, break-even analysis, and performance metrics tracking. It transforms transaction data into actionable business intelligence.

Basic LedgerIQ is included with Pro+ plans, while Advanced LedgerIQ (with break-even, seasonality, correlation) is available with Business+ plans.

Direct API integrations with banks and accounting software platforms are currently under development and will be available soon.

In the meantime, ReconcileIQ works seamlessly with any platform that allows export to CSV, XLS, or XLSX format--which includes virtually all financial systems. We'll announce when our API becomes available.

Security is paramount. We employ bank-level AES-256 encryption for all data in transit and at rest. Files are processed temporarily and automatically deleted within 5 minutes -- we don't permanently store your financial transaction data.

Our systems use secure cloud infrastructure, undergo regular security audits, and are fully GDPR compliant. We only process the data necessary for reconciliation.

Have more questions about our features?

Contact Support

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