- Help Center
- Banking
- Bank reconciliation
How can you reconcile with AI?
Left menu > Banking > Accounts > Select account
- Click on the corresponding account.
- If Sequence finds matches with your documents after uploading the bank statement, they will appear in this section. Matches can be based on the QR reference, dates, or amount.
- If you only want to reconcile a single transaction with a reconciliation proposal, click on the reconciliation icon. The transaction will be moved to the reconciled transactions section.
- To reconcile multiple transactions at once, select the transactions to be reconciled.
- Then, click "Reconcile."
- If you want to review the transaction, you can do so from the "Reconciled transactions" section.
This feature helps you save time and optimize reconciliations. If new transactions are added, Sequence will update its reconciliation proposals accordingly.