Workspace

Accounting command center

Syncing

Bank reconciliation

Shree Demo Traders

Import normalized bank statement rows, detect duplicates and track reconciliation coverage against posted vouchers.

Transactions

0

Matched

0

Credits

₹0

Debits

₹0

Reconciliation coverage

0% matched

0 transactions still need voucher evidence.

Unmatched

0

Credit flow

₹0

Debit flow

₹0

Import bank transactions to start reconciliation.

Bank feed provider

Store a Yodlee sandbox user token and sync linked account transactions.

Provider status

Checking

No provider URL configured

Statement formats

Import corporate CAMT.053 XML or MT940 text files directly.

Upload statement PDF

Queue text-PDF extraction before importing reviewed bank rows.

Import transaction

Add one normalized bank row for the v1 import path.

Bank transactions

Syncing banking data

0

No bank transactions imported yet.

Reconciliation log

Manual and automatic matches recorded for imported transactions.

0

No reconciliations recorded yet.