Accounts and Banking
Compare balances, inspect account-level transactions, and validate reconciliation status.
What You Can Do
- Review internal vs external balance differences and sync freshness.
- Inspect opening-balance context and source metadata.
- Open account transaction views and run reconcile confirmation actions.
Workflow Notes
- Use difference severity as a control signal before period close.
- Reconcile confirmations should follow evidence-based review.
Related Features
Reconciliation
Match imported transactions, split mixed payments, and resolve exceptions with undo support.
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OpenClosing
Complete month-end with checklist discipline, approval handoff, and controlled locking.
Open