Reconcile invoices and bank statements in minutes.
Upload your invoice sheet and bank statement. ReconcilePilot flags every paid, unpaid, duplicate, and suspicious payment automatically — built for accountants managing SME clients.
No signup neededWorks with CSV & Excel exportsData stays in your browserAnonymize client data
ReconcilePilot — June reconciliation
Total invoices
45
Matched
37
Unpaid
$12,480
Duplicates
2
Suspicious
2
82% auto-matched
The problem
Built for accountants who still reconcile in Excel.
Every month it's the same drill: two exports, one screen, and hours of squinting at rows that almost match.
Hours lost every close
Matching payments to invoices by hand eats entire afternoons — every single month, for every client.
Excel wasn't built for this
VLOOKUP chains and manual tick-marks are slow, fragile, and leave no audit trail behind.
Misses hide in the noise
Unpaid invoices and double payments look fine at a glance — and surface months later as awkward conversations.
ReconcilePilot does it in minutes
Upload two files and get a full paid / unpaid / duplicate / suspicious breakdown — ready to send to your client.
Try the demoHow it works
From two exports to a full report.
No setup, no integrations, no learning curve. If you can export a file, you can reconcile.
Step 1
Upload your invoice sheet
Drop in the CSV or Excel export from your invoicing or accounting tool.
Step 2
Upload your bank statement
Add the statement export from any bank — the column mapper handles messy headers and descriptions.
Step 3
Get your reconciliation report
Every invoice classified as paid, unpaid, duplicate, or suspicious — each match explained in plain English.
What the report finds
Five statuses. Zero guesswork.
Every invoice lands in exactly one bucket, and every decision comes with a plain-English reason — the same words you'd write in the margin yourself.
Payment found and tied to the invoice, with a confidence score on every line.
Match reason
“Exact amount + invoice number found in description, paid within 3 days.”
Invoices with no payment in the statement — totaled, so your client knows what to chase.
Match reason
“No payment found in the statement for this invoice.”
The same invoice paid twice — caught now, not months later as an awkward refund.
Match reason
“The same amount was paid twice within 4 days (TXN-2201 and TXN-2214).”
The reference matches but the money doesn't — partial payments, bank fees, typos.
Match reason
“Invoice reference found, but the paid amount differs from the invoice.”
Close calls the engine refuses to guess on — queued for a human decision instead.
Match reason
“Exact amount paid, but missing an invoice reference — confirm it belongs here.”
Every row explains itself
A reason and a 0–100 confidence score on every invoice — an audit trail your client can actually read. When you're done reviewing, export a client-ready PDF, share a private link, or email the report directly.
See a sample reportBefore vs after
The Saturday you get back.
Same two files, same client, same deadline. The only thing that changes is how you spend the day.
Before
A Saturday in Excel
VLOOKUP chains across two exports — one broken cell and the tick-marks lie.
Unpaid invoices hide in the noise until a client asks why cash is short.
No audit trail — nobody can say why row 214 was marked as paid.
Typical cost: an afternoon per client, every close.
After
Minutes with ReconcilePilot
Upload your invoice sheet and bank statement.
Columns map automatically — odd headers included.
Every match explained in plain English, with a confidence score.
A client-ready report: PDF, shareable link, or email.
Typical run: under two minutes.
Try the demoSample report
What a finished reconciliation looks like.
A June close for a typical SME client — 45 invoices checked against one bank statement, reconciled automatically.
45
Invoices analyzed
37
Matched
4
Unpaid
2
Duplicates
2
Suspicious items
82%
Auto-matched
Then send it on
Client-ready PDF
A clean, print-ready summary your client can file — no screenshots of spreadsheets.
Shareable link
A private link to the live report — your client opens it in the browser, no login.
Email it directly
Send the report from the app with an optional note, anonymized if you choose.
The demo runs entirely in your browser — nothing is stored unless you share a report.
Privacy
Your data stays yours.
We only need invoice dates, amounts, references, and payment descriptions. You can anonymize client names before sharing.
Parsed in your browser
The demo reads and reconciles your files locally — nothing is uploaded while you explore.
Anonymize before sharing
One switch replaces names with Customer 001, 002… and masks account numbers in descriptions.
Nothing stored by default
We only keep a report if you choose to save, share, or email it — and never your raw files.
Who it's for
Built for anyone who reconciles for a living.
If money comes in through a bank account and invoices live in a spreadsheet, ReconcilePilot closes the gap.
Accounting offices
Close monthly reconciliations for dozens of SME clients without adding headcount.
SMEs
Owners who invoice in one tool and bank in another finally see what's actually been paid.
Agencies
Retainers, project fees, and part-payments matched against messy bank descriptions.
Clinics
Match patient and insurer payments to invoices without hiring a full-time bookkeeper.
Training centers
Track tuition installments across cohorts and spot exactly who still owes what.
E-commerce sellers
Reconcile marketplace payouts and refunds against your own sales records in one pass.
What files can I upload?
CSV and XLSX exports from any invoicing tool or bank. The column mapper recognizes different header names automatically — no template required.
Early access pricing
Simple plans, locked in early.
We're onboarding a small group of early-access partners. Join now and lock in launch pricing before public release.
Free sample
Try it before anything else
Free
One reconciliation, no signup
- 1 full reconciliation run
- CSV & Excel imports
- Complete status breakdown
- Data stays in your browser
Starter
For small teams
Early access
Launch pricing locked at signup
- Unlimited reconciliations
- Duplicate & anomaly detection
- Monthly client-ready reports
- Email support
Accountant Office
For accountants managing multiple clients
Early access
Launch pricing locked at signup
- Everything in Starter
- Multi-client workspaces
- Bulk uploads across clients
- Priority support
Custom
For agencies & finance teams
Custom
Scoped to your volume
- Everything in Accountant Office
- Custom matching rules
- API access & exports
- Onboarding & training
FAQ
Questions accountants ask us.
Short answers, no fine print. The most common one first: no, we never touch your bank account.
No — and that's deliberate. ReconcilePilot works entirely from the CSV or XLSX files you already export from your bank and invoicing tool. No credentials, no read access to your accounts, nothing to authorize.
Something else on your mind? Ask us directly
Talk to us
Tell us about your workflow
Whether you close books for one company or fifty, we'd like to hear how you reconcile today — and show you how much of it ReconcilePilot can take off your plate.
Your files never leave your browser — the demo reconciliation runs entirely locally.
We reply within one business day, usually sooner.
No commitment — see what it finds on a sample of your data first.
Stop reconciling by hand.
Run a full reconciliation on sample data right now — no signup, no upload to our servers, no spreadsheet gymnastics.