Bank Reconciliation

Free tool · runs 100% in your browser · no data stored on any server

Bank statement ⇄ ERP reconciliation

Upload your bank statement (Excel, PDF, Word or CSV) and your ERP data-entry file (CSV or Excel). It matches every transaction, then gives you a verified report and a discrepancies breakdown — live on screen and downloadable as CSV, Excel, PDF and Word.

1 Upload bank statement
2 Upload ERP file
3 Reconcile
4 View & download report

🏦 Bank statement source of truth

Accepted: .xlsx / .xls · .csv · .pdf · .docx / .doc
📄
Drop bank statement here or click to browse
Excel · PDF · Word · CSV

🧾 ERP data-entry file to verify

Accepted: .csv · .xlsx / .xls (data entered into your ERP)
📊
Drop ERP export here or click to browse
CSV · Excel
🔒 No data is stored on any server — input files and the output report never leave your browser.
Add a bank statement and an ERP file to begin — or load the sample data to see how it works.
⬇ Download full report: Includes summary, verified matches & every discrepancy.

Reconciliation result

✅ Verified 0
⚠️ Discrepancies 0
🏦 Bank rows 0
🧾 ERP rows 0

How the reconciliation works

🔒 No data is stored on any server — neither your input files nor the output report. Everything is parsed and matched locally in your browser; nothing is uploaded or transmitted.

What it reads

  • Excel / CSV — columns are auto-detected (date, description, reference, debit, credit, amount).
  • PDF / Word bank statements — text is extracted and each line is parsed for a date, a reference and the amount (best-effort for non-tabular layouts).
  • Header rows, totals and blank lines are skipped automatically.

How it matches

  • Pass 1 — reference/cheque number + amount.
  • Pass 2 — amount + date within your tolerance.
  • Pass 3 — amount only (nearest date wins).
  • Leftovers become discrepancies: in bank not in ERP, in ERP not in bank, or an amount mismatch when the same reference has two different values.
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