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Bank reconciliation software that saves you time

Always be on top of your money with better visibility of finances, greater accuracy and while saving a significant amount of time. Explore bank reconciliation software from Sage.

How bank reconciliation works

Bank reconciliation is the process of comparing your business financial records with transactions on business bank statements to make sure they match. It helps you:

Save Time

One automated process saves you a great deal of time. Take snapshots of your receipts and invoices and then upload them to Sage Accounting in a click. Your data is then automatically matched to bank transactions.

Control your cash

Easily and securely view potential transactions in one place, choose which ones to match and apply rules so that you have complete confidence in your finances.

Improve accuracy

With a simple, automated process that cuts out the administrative work, it’s easy to reduce the chance of human error, view bank charges and detect fraudulent activity.

Get the data you need, faster

Set up simple filters and search for transactions using invoice numbers, amounts and contact references. View all potential transactions in one clear list so that you can easily match them with your financial records.

Automatically match transactions

Save time on administrative tasks with bank rules. Set up rules for incoming and outgoing bank transactions to prepopulate information and to save time. Create and split bank transactions and quickly see where a bank statement line matches a rule.

Create rule transactions in bulk

Create transactions in bulk at the click of a button to save valuable time.

Directly import files

Now you can import files directly and then easily push your files from AutoEntry into a bank feed to save you even more time.

Software that learns with you

Sage Accounting intelligently learns from your category selections and automatically populates and routes transactions in Sage Accounting.

Accounting software plans and pricing

Sage Business Cloud Accounting Start

Sage Accounting Start

Entry-level accounting software. Ideal for self-employed and micro-businesses.
$10 /month

Entry-level accounting software. Ideal for self-employed and micro-businesses. 

  • Create and send invoices
  • Track what you're owed
  • Automatic bank reconciliation
Most popular
Sage Accounting

Sage Accounting

Powerful cloud accounting software for small businesses.
70% off for 6 months
$25
$7.50 /month
You save $105.00

Powerful cloud accounting software for small businesses. Includes everything from Sage Accounting Start, plus: 

Account reconciliation software FAQs

There are times when your financial records may not be the same as the transactions that appear on your business's bank statements. Bank reconciliation simply means that you’re comparing these records and identifying the differences between the two. It helps to keep finances accurate and reduces human error.

You can match cash accounts with bank statements through bank reconciliation software. This helps you to stay compliant and ensure accurate finances. You can also save time with Sage bank reconciliation accounting software. Automatically connect your bank to Sage Accounting to use a direct bank feed or import bank statements. And get a complete view of your finances anytime.

You can use bank reconciliation software to:

  • Make sure your financial records are accurate
  • Save time by automatically uploading bank statement data
  • Have confidence that the numbers you report to IRS are correct
  • Easily detect fraudulent activities on your accounts
  • Take control of your cash by setting up time-saving rules

Yes. You can use bank reconciliation free of charge through Sage Accounting.

Yes. The best way to complete your bank reconciliation quickly and minimize errors is to use software that automates the process, such as Sage Accounting.

By connecting your bank accounts, your transactions will automatically populate in Sage Accounting. You can then set up rules to automatically match these transactions.

You can prepare your bank reconciliation by comparing your cash account records from your business to your bank statements. If the ending balance in your company's cash account is equal to the ending balance on your monthly bank statement, the accounts are reconciled.

More Sage Accounting features and benefits

Bank reconciliation isn’t the only time saving feature in Sage Accounting. Discover more today.

Get Sage Advice on better banking

It's time to boss bank reconcilation. Read our handy reports, articles, and blogs to get started.

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