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Description
Bank Rec™ simplifies the process of reconciling bank accounts, transforming it from a tedious task into a quick and even enjoyable experience. By allowing your team to avoid the labor-intensive 'ticking and tying', it enhances productivity while ensuring accuracy. Each matched record is assigned an 'audit trail number', facilitating easy research and reporting. Any unmatched records are automatically carried over to the next period until they find a match. You can generate a reconciliation report even if there are discrepancies, as we provide journal entry recommendations to correct imbalances. Our extensive bank reconciliation report library offers additional reporting options to suit your needs. This tool transforms what was once a solitary task into a documented and consistent procedure, providing backup for personnel and operational processes. It seamlessly integrates with any file format from your banking or accounting software, including Excel, CSV, and BAI. Users can apply our predefined matching rules or customize their own to suit their specific requirements. Exception reports will highlight mismatches, streamlining the research process and allowing teams to concentrate on high-priority discrepancies. Thus, Bank Rec™ not only enhances efficiency but also promotes a collaborative and transparent approach to financial reconciliation.
Description
Sanso serves as an AI-driven finance operations solution tailored for small and medium-sized enterprises. Its AI agents efficiently handle the entire process of accounts payable, accounts receivable, bank reconciliation, and financial reporting. The platform automatically detects duplicate invoices, matches transactions in real time, and issues payment reminders without the need for human oversight. In instances where nuanced judgment is necessary, the system identifies these cases for review prior to processing. Sanso seamlessly integrates with your current accounting software and bank feeds, learns from your transaction behaviors over time, and maintains comprehensive audit trails for each activity. Additionally, it offers a straightforward flat monthly pricing model with no fees incurred per transaction, ensuring budget predictability for users. This innovation not only simplifies financial operations but also enhances accuracy and compliance for businesses.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Microsoft 365
Microsoft Excel
Microsoft Outlook
Pricing Details
$199.95 per month
Free Trial
Free Version
Pricing Details
$300/month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Treasury Software
Country
United States
Website
www.treasurysoftware.com/bank-reconciliation/bank-reconciliation.aspx
Vendor Details
Company Name
Sanso
Founded
2025
Country
France
Website
www.sanso.ai