Reconcile in minutes, not days

Import your bank statement, approve the matches Fastbooks suggests and close the month. Your books and your bank finally agree.

Free plan available. No credit card required.

Person holding a bank card while using a laptop
Reconcile · Business current 12 of 64 left
  • BRIGHT STUDIO LTD+$1,200.00
    Match: INV-0148 Approved
  • CLOUDHOST*SUB-$89.00
    Match: Bill · Cloudhost Approved
  • NORTHLINE SUPPL-$318.40
    Match: Bill · Northline Enter ↵

Import

Bring in your bank lines from any bank.

Import CSV statements for each bank account. Map the columns once and Fastbooks remembers your bank’s format, so next month is a single upload.

  • CSV import for every bank account
  • A column mapper that remembers each bank’s format
  • Bank lines land in your Inbox, ready to match
  • Bank feeds and Stripe sync on the Pro plan
Import statement oct-2026.csv
Date Transaction date
Description Narrative
Amount Amount
Reference Ref
Mapping saved for this account · 64 lines found

Match

Suggestions you approve with a single key.

Fastbooks suggests the invoice, bill or payment each bank line belongs to. Approve the good matches with one key and deal with the odd one out by hand.

  • Smart match suggestions for invoices, bills and payments
  • Keyboard-first approval for fast reconciliation
  • See exactly what is reconciled and what is left
Reconcile · Business current 12 of 64 left
  • BRIGHT STUDIO LTD+$1,200.00
    Match: INV-0148 Approved
  • CLOUDHOST*SUB-$89.00
    Match: Bill · Cloudhost Approved
  • NORTHLINE SUPPL-$318.40
    Match: Bill · Northline Enter ↵

Close

Lock the month so your numbers stay put.

Once a month is reconciled and reported, close it. Locked periods stop accidental edits, so the figures you gave your accountant or the tax office do not quietly change.

  • Month-end close with locked periods
  • Full audit log of who changed what, and when
  • Reports computed from the same ledger you reconciled
  • Trial balance and balance sheet ready for your accountant

Month-end close

  • July 2026 Locked
  • August 2026 Locked
  • September 2026 Locked
  • October 2026 Close month

How it works

Up and running in four steps.

  1. 01

    Import a statement

    Upload a CSV from your bank. Map the columns once and Fastbooks remembers.

  2. 02

    Review suggestions

    Each bank line comes with a suggested match from your invoices, bills and payments.

  3. 03

    Approve with one key

    Accept the good matches and handle the rest by hand.

  4. 04

    Close the month

    Lock the period so your reported numbers stay exactly as they were.

Laptop showing financial charts next to a notebook and coffee

Clean books, without the dread.

Reconciliation is the job most owners put off. With suggestions doing the heavy lifting, it becomes a short weekly habit instead of a quarterly panic.

FAQ

Frequently asked questions

Something else on your mind? Talk to our team, we reply within one business day.

What is bank reconciliation?

Bank reconciliation is checking that every transaction on your bank statement matches a record in your books, such as an invoice payment or a bill. It catches missing entries, duplicates and errors before they reach your reports.

Which banks does Fastbooks work with?

Any bank that lets you download a CSV statement. You map the columns once per account and Fastbooks remembers the format. Bank feeds and Stripe sync are available on the Pro plan.

How do match suggestions work?

Fastbooks compares each bank line with your open invoices, bills and payments using amounts, dates and references, and suggests the most likely match for you to approve.

What does closing a month do?

Closing a month locks it, so transactions in that period cannot be changed by accident. It keeps the numbers you reported consistent.

How often should I reconcile?

Weekly is ideal for most small businesses. It keeps each session short and means your reports are always reliable.

Make your bank and books agree

Create a free account, import last month’s statement and see how quickly it reconciles.