TaxFlow AI
Platform capabilities

Bank Reconciliation

Match transactions to ledger entries, flag unmatched items, and document exchange-rate differences for human review.

Connect the books to the bank

Match transactions to ledger entries, flag unmatched items, and document exchange-rate differences for human review.

Recommended workflow

  1. Collect complete source records and supporting documents.
  2. Review the system-generated information carefully.
  3. Resolve missing records and flagged exceptions.
  4. Export and approve the final records with your advisor.

Review exceptions and unresolved differences before treating a reconciliation as complete.

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