Bankmatch Get early access

Bank reconciliation for QuickBooks & Xero

Stop paying $800 a month for transaction matching.

Bankmatch matches your bank feed to QuickBooks or Xero and sends you the exceptions to approve. Just reconciliation, $99 a month, flat.

Works with QuickBooks Online and Xero · Read-only access to your bank feed · $99/mo flat, no transaction tiers

Joining the waitlist signs you up for updates about Bankmatch only. Unsubscribe anytime, one click.

Bankmatch Reconciliation · June 2026 Northside Clinic
Difference after matching $0.00 reconciled to zero
Matched
486
To approve
7
Bank lines
493
Bank transactionAmountStatus
Customer deposit · Jun 24$2,480.00matched
Merchant settlement · Jun 24$1,912.55matched
ACH · unnamed vendor · Jun 25$340.00needs review
Sample data shown for illustration.
Works with QuickBooks Online & Xero Read-only bank-feed access $99/mo flat, no transaction tiers You approve every match

The problem

You are paying a retainer for mechanical work.

Your CPA bills $800 a month. Most of that is matching bank transactions to your QuickBooks or Xero ledger, line by line, so the books tie out. Your accounting software matches the easy ones and quietly leaves the rest for someone to clear by hand.

Your books today

bank_export_JUN_final_v3.csv

DateAmountLedger?Note
6/182,480.00match
6/18340.00?dupe ref
6/191,912.55?proc. fee?
6/2088.10?no ledger

Difference: $2,340.65 unreconciled

With Bankmatch

Same week, matched and cleared

Difference after matching
$0.00
493 bank lines · 7 exceptions handed to you
Sample data shown for illustration.

What it does

Every bank line matched to your ledger.

Bankmatch reads your bank feed and your QuickBooks or Xero entries and pairs them up, deposits, payouts, fees, transfers. What ties out is marked matched. What does not becomes an exception, not a mystery you find at month-end.

Bankmatch Matches 486 matched
Customer deposit
Bank · Jun 24  →  Invoice #4821
$2,480.00 matched
Merchant settlement
Bank · Jun 24  →  Sales less $63.45 fee
$1,912.55 matched
Vendor ACH
Bank · Jun 25  →  no ledger entry
$340.00 exception
Refund
Bank · Jun 26  →  Credit memo #221
$88.10 matched
Sample data shown for illustration.

The short list

Approve the exceptions, not the whole ledger.

You do not re-check 493 lines. You look at the seven Bankmatch could not tie out, each with a plain reason and a suggested match. Approve it, fix it, or leave a note. That is the whole review.

Bankmatch Exceptions 7 to approve
Vendor ACH · unnamed $340.00

Bank shows a payment on Jun 25 with no matching bill in Xero.

Suggested match
Bill #338 · Acme Rentals · $340.00 · due Jun 25
Approve match Not a match
Duplicate reference · Jun 18$340.00review
Sample data shown for illustration.

Month after month

Close every month to zero.

Matching runs through the month, not in a panic on the last day. By the close, the unreconciled difference is at zero and the exceptions are already handled. The same clean read, every month, without the retainer.

Unreconciled difference
$0.00 at the June close
Jun 1Jun 8Jun 15Jun 22Jun 30
Sample data shown for illustration.

What it is, and isn't

Just reconciliation. Nothing you don't need.

Bankmatch is not another bookkeeping suite and not your accountant. It reads your data, never moves money, and hands the exceptions back to you. Tax filing and advice stay where they are. One job, done to zero.

Scope

in Match bank feed to your QuickBooks or Xero ledger
in Hand you the exceptions to approve, with a reason
not Filing your taxes or giving tax advice
not Moving money or holding funds
Connects to QuickBooks Online Xero
Sample data shown for illustration.

How it works

Four steps, the way you already close.

01

Connect, read-only

Link your bank feed and your QuickBooks or Xero account. Bankmatch reads. It never moves money.

02

It matches all month

As transactions land, Bankmatch pairs each bank line with its ledger entry and marks what ties out.

03

You approve exceptions

A short list of what could not be matched, each with a reason and a suggested fix. You approve.

04

Books tie to zero

The unreconciled difference is at zero and the month is closed, clean, on the data you already keep.

Pricing

One plan. One flat price.

Planned pricing, locked for early-access members. No transaction tiers, no retainer, no setup fee.

Bankmatch Early-access rate
$99 / month, flat
  • One business, one QuickBooks Online or Xero account
  • Unlimited transactions, no per-item tiers
  • Exceptions handed to you to approve
  • Monthly close reconciled to zero
  • QuickBooks Online and Xero only at launch

No charge today. This reserves early-access pricing when we launch.

Would rather talk it through?

Book a short call to see Bankmatch on your own kind of books, or ask about running several entities on one account. No pitch, no payment.

Book a 15-minute demo

Comparison for context: purpose-built matching tools run $129 to $799 a month, and a CPA retainer for the same reconciliation runs about $800 a month.

FAQ

Questions worth asking.

Can I use Bankmatch today?+

Not yet. Bankmatch is in early access and we are opening spots from the waitlist in small batches. Joining is free and holds your place, along with the founding $99 flat rate when your spot opens.

Why $99 when QuickBooks or Xero already match transactions?+

Their auto-match handles the easy lines and leaves the rest. Bankmatch clears the leftovers to zero and hands you the exceptions. It is priced flat against tools that run $129 to $799 a month. Nothing is charged today.

Does Bankmatch touch my money or move funds?+

No. Access to your bank feed and ledger is read-only. Bankmatch never moves money, never holds funds, and every match is yours to approve or reject. It reads your data to reconcile it, nothing more.

Does this replace my accountant?+

It replaces the mechanical part, the transaction matching you were paying a retainer for. Advisory work, tax filing, and the judgment calls stay with you and your accountant. Bankmatch just makes the books tie out.

What happens to my email?+

It joins the Bankmatch waitlist and gets updates about Bankmatch only. Broader Agentsy Labs updates come solely if you tick the optional box. Unsubscribe anytime, one click, and it applies everywhere.

Stop renting the reconciliation. Own it for $99.

Reconciled books, the exceptions on a short list, one flat price. Join the waitlist for early access and the founding rate.

Early access

Bankmatch is in early access. We open spots from the waitlist in small batches. Joining is free — nothing is sold or charged on this page — and waitlist members get first access and founding pricing when their spot opens.