Reconciliation

Bank reconciliation that turns cash movement into finance control.

Import e-statements, match bank movement, classify transactions, and prepare cleaner accounting entries without chasing scattered spreadsheets.

PartnerBooks Operating Layer

E-statement import

Bring bank statement data into the finance workflow so review starts from structured cash movement.

Use PartnerBooks and Phoebe AI to support transaction matching, classification, and accounting preparation.

Turn reconciliation work into better insight for cash flow, outstanding payments, and operational finance health.

Journals, ledger, chart of accounts, and audit-ready financial records.

Import e-statements, match cash movement, and prepare posting faster.

Classify, review, explain, and guide finance operators through workflows.