Fetches every bank statement, codes the transactions, matches them off, and hands you only the items that will not reconcile.
Bank capture and daily reconciliation 37 systems From R3 500 / month Up to 2 000 transactions a month included
Hire a Bank & Reconciliation ClerkThe whole job, in the order it happens — not a feature list.
Signs in to each bank every morning and pulls the statement — including the business accounts that still have no working feed into Xero or Sage. Credit cards, loan accounts and merchant settlements as well.
Turns six banks' worth of different CSV, OFX and PDF layouts into one consistent set of transactions, with the duplicates that come from overlapping date ranges removed.
Applies your rules first, then the coding history for that description and amount. A debit order coded the same way for eleven months running is not a decision that needs a person.
Reconciles receipts against outstanding invoices and payments against the creditors ledger — including part-payments, and single lump sums covering several invoices at once.
Posts the coded, matched transactions to the ledger and produces the reconciliation with opening and closing balances proved against the statement.
Lists what did not match and why — unpresented items, unattributed deposits, amounts that disagree — so the only thing left on your desk is the part that genuinely needs judgement.
Most days it finishes the reconciliation before anyone opens a laptop. What it cannot resolve, it leaves in a queue with the statement line and its best guess attached.
A digital worker you cannot measure is one you cannot trust. Every run is logged, and the numbers below are reported without being asked for.
37 pre-built connections, ready on day one. Where a system publishes an API, the digital worker uses it directly from the cloud.
Business banking portals with no feed into your accounting package — the bot signs in and downloads the statement on your machine.
This is the part a cloud-only tool cannot do. The Automize bot runs on your own machine, so anything a person can open, it can work in — the desktop accounting package, the bank portal, the supplier site with no integration.
The bot is installed where the work happens, so it can reach the systems that never got an API.
Passwords live in your operating system's own keychain and never sync to us. We hold the steps, not the secrets.
Client financial data is processed locally. Servers are in AWS Ireland and hold process definitions and execution logs.
Step-by-step logs, screenshots and timestamps for every run — and a record of who approved what.
The job nobody wants and every client needs — usually the first two hours of a bookkeeper's day, every day.
