Bank reconciliation software that ties out fast
LedgerHelm pulls your bank activity automatically, matches it against your books, and walks you through a reconciliation worksheet until cleared and statement balances agree — so every account ties out without the spreadsheet gymnastics.
Get the bank data in automatically
Link an account through a secure bank connection and posted transactions import on their own, deduplicated against what's already in your books. No feed? Upload a PDF, CSV, or OFX/QFX statement and LedgerHelm parses it for you.
Match and clear in one place
A reconciliation worksheet lets you check off cleared transactions and watch the cleared balance move toward the statement closing balance in real time. Outstanding items are obvious, so you always know what hasn't hit the bank yet.
Catch discrepancies early
Duplicate, missing, or unusual transactions are flagged by anomaly detection before they distort a reconciliation. The result is a clean tie-out and an audit trail you can trust.
Reconcile across every client
For bookkeeping firms, reconciliation lives inside the same multi-client close workflow, so every account across every client moves toward a finished, reviewed state on schedule.
Frequently asked questions
- What is bank reconciliation software?
- It's software that compares your bank's record of transactions to your accounting records, matches them, and surfaces differences so you can confirm every balance is accurate. LedgerHelm automates the import, matching, and tie-out.
- Can LedgerHelm pull transactions from my bank automatically?
- Yes. You can link a bank account through a secure connection (powered by Stripe Financial Connections) so posted transactions import automatically, or upload statements manually.
- What file formats can I import for reconciliation?
- LedgerHelm reads PDF, CSV, and OFX/QFX (.QBO) statements, and uses AI to extract transactions from PDFs that don't have a clean data export.
- How does LedgerHelm avoid double-counting transactions?
- Imported transactions are deduplicated against existing records by unique identifiers and content matching, so re-importing or overlapping statements won't create duplicates.
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