Dealing with cluttered spreadsheets and manual reconciliation?
Say hello to ‘Matchbook’ – your smart reconciliation tool for fast, accurate, and hassle-free bank statement reconciliation.
- No more manual work
- Instant reconciliation insights
- Detailed reports
- How Matchbook Works – Just 5 Simple Steps!
1. Sign Up & Get Access
Start by creating a free account. Just your name, email, password, and company name—that’s it.
2. Download the Template
To keep things accurate, we provide a pre-formatted template for your bank statement & ledger. Just fill in your data, and you’re good to go!
3. Upload Your Files
Click the upload button, select your bank statement & ledger files, and let Matchbook do its thing.
4. Instant Reconciliation
Within seconds, Matchbook will:
- Identify matching transactions
- Highlight unmatched entries and possible matches
5. Download Your Reports
Once the reconciliation is done, you’ll get:
- Annexure Reports: A breakdown of every transaction
- Consolidated Summary: A clear snapshot of your financials
- Reconciled Report: Your final, polished reconciliation
Why Matchbook?
We get it—you don’t want another complicated tool. That’s why Matchbook is built for simplicity and accuracy.
Say goodbye to manual entry & formula errors.
Your data stays with you. We never store your uploaded files.
Get all the insights you need in CSV format.
Get instant results instead of spending hours reconciling manually.
Whether you're an accountant, business owner, or auditor, this tool is for you.
80%
5x
Who Needs Matchbook?
Is bank reconciliation part of your job? If yes, Matchbook is here to help.
Businesses & Startups
Accountants & Auditors
Finance Teams
Bookkeepers & Consultants
- Frequently Asked Questions
Still have questions? We’ve got answers!
We only support CSV files to ensure a structured and accurate reconciliation process. You can download our pre-formatted template for easy uploads.
No. Your uploaded files are never stored. Reconciliation happens in your browser, and once you’re done, your data stays with you.
You’ll receive three downloadable reports:
- Annexure Report – A detailed list of all transactions
- Consolidated Summary – A high-level view of the reconciliation
- Reconciled Summary – The final version of your matched and unmatched transactions
No. Since we don’t store transaction data, you’ll need to download your reports immediately after each reconciliation.
Get started
Schedule your personalized consultation today
We
are
better
together.
Drop your contact details into the form, and we’ll reach out to you!
