INTELLIGENT BANK & CREDIT CARD RECONCILIATION

Your Financial Data in.
Answers out.

Upload bank or credit card activity and let ReconWise do the hard part. Connect QuickBooks Online directly, intelligently compare what actually happened against what was recorded, and turn hundreds of transactions into a short list of actions.

QuickBooks Online Integration • Bank & Credit Cards • CSV, Excel & PDF Statements
October Reconciliation
Bank / Card vs. QuickBooks Online
Analysis Complete
QuickBooks Online
Connected
Live Connection
Matched
244
Missing
18
Extra
2
ACCOUNTING ACTIONS
✓
244 Matched
No action required
Complete
↓
18 Missing in QuickBooks
Record / Import
Action
!
2 Extra in QuickBooks
Investigate
Review
A MUCH SIMPLER WORKFLOW

You bring the bank data.
ReconWise can talk to QuickBooks.

With QuickBooks Online integration, you no longer have to export a separate QuickBooks CSV just to perform the comparison. Connect your QuickBooks Online company, select the account, provide your bank or credit card activity, and ReconWise retrieves the accounting activity needed for the same date range.

Bank CSV Credit Card CSV Excel PDF Statement QuickBooks Online
LESS FILE PREPARATION

Don't spend your time cleaning financial exports.

Bank and credit card downloads rarely look exactly alike. ReconWise is designed to intelligently identify the transaction data it needs from typical financial exports instead of forcing every file into one rigid format before you can begin.

Give ReconWise the financial data you already have.

Raw CSV / Excel

ReconWise identifies useful transaction columns and ignores unnecessary export data.

PDF Statements

Monthly bank and credit card statements can be used as another source of transaction activity.

Reconciliation Sources ReconWise
SOURCE OF TRUTH
Bank / Credit Card Activity
Uploaded
ACCOUNTING SYSTEM
QuickBooks Online
Connected
RECONWISE
Intelligent Analysis
Matching, missing transactions, extra entries and exceptions
Ready to Reconcile
THE REAL PROBLEM

Reconciliation shouldn't mean searching line by line.

Whether you're reconciling a checking account, savings account, or credit card, the difficult part is usually not finding another screen to look at. It's figuring out which transactions are already accounted for and which ones actually require attention.

ReconWise does the comparison first and gives you the exceptions.

Which transaction is missing?
Was something entered twice?
Is this bank or credit card transaction already recorded?
Was something recorded against the wrong account?
Which transactions actually need accounting action?
ReconWise finds the exceptions so you don't have to hunt for them.
INTELLIGENT ANALYSIS

Hundreds of transactions. Four useful answers.

ReconWise evaluates the financial activity against QuickBooks and separates transactions according to what you actually need to do next.

✓
NO ACTION REQUIRED

Matched

ReconWise found corresponding activity in both the financial source and QuickBooks. Leave it alone.

↓
RECORD / IMPORT

Missing in QuickBooks

The transaction happened at the bank or credit card company, but ReconWise cannot find corresponding activity in QuickBooks.

!
INVESTIGATE

Extra in QuickBooks

QuickBooks contains activity that cannot be accounted for by the bank or credit card source. Check duplicates, errors, or the wrong account.

?
YOU MAKE THE CALL

Needs Review

When more than one legitimate match is possible, ReconWise doesn't guess. Review the candidates and make the accounting decision.

QUICKBOOKS ONLINE INTEGRATION

Stop exporting QuickBooks just to compare QuickBooks.

Connect ReconWise to QuickBooks Online and select the account you want to reconcile. ReconWise can retrieve the accounting transactions for the bank or credit card date range directly from QuickBooks.

One less export. One less file. One less manual step.

RECONCILIATION WORKFLOW
1
Upload financial activity
Bank or credit card
2
Connect QuickBooks Online
Select the accounting account
3
Let ReconWise analyze
Get matches, exceptions and actions
WANT TO SEE IT FIRST?

Request a personal ReconWise demonstration.

See how ReconWise accepts bank and credit card activity, connects directly with QuickBooks Online, isolates missing transactions, identifies accounting exceptions, and dramatically reduces the amount of activity you need to review.

BUILT AROUND A SIMPLE PRINCIPLE

The financial institution is the source of truth.

Whether it's your bank account or your credit card, ReconWise starts with what actually happened at the financial institution and asks a simple question:

Can this transaction be accounted for in QuickBooks?

ReconWise evaluates amounts, dates, descriptions and transaction uniqueness, separating confident matches from the transactions that genuinely deserve your attention.

SIMPLE WORKFLOW

A better way to reconcile.

01
Upload
Bank or credit card activity
02
Connect
QuickBooks Online
03
Analyze
ReconWise finds the matches
04
Act
Record and investigate exceptions
05
Reconcile
Complete with confidence

Less downloading. Less formatting. Less matching. More accounting.

ReconWise is designed to eliminate unnecessary preparation and unnecessary investigation. Bring in the financial activity, connect your accounting data, and spend your time on the exceptions that actually matter.

SIMPLE PRICING

ReconWise Professional

Intelligent reconciliation without the manual busywork.

$59
per month / organization
FIRST RECONCILIATION FREE
No credit card required
  • Up to 5 users
  • Unlimited reconciliations
  • Bank account reconciliation
  • Credit card reconciliation
  • QuickBooks Online integration
  • Raw CSV and Excel transaction imports
  • PDF monthly statement support
  • Intelligent transaction matching
  • Missing in QuickBooks detection
  • Extra in QuickBooks detection
  • Ambiguous match review
  • Missing transaction export
  • Accounting Action Center
  • Reconciliation history
Start Your First Reconciliation Request a Demo Before Registering

Give ReconWise the transactions.
Let ReconWise find the problem.

Your bank and credit card companies know what actually happened. QuickBooks knows what was recorded. ReconWise intelligently tells you what's accounted for — and what isn't.

Intelligent Bank & Credit Card Reconciliation • QuickBooks Online Integration