Automate Bank Transactions
to Books in Minutes

With a few simple clicks, effortlessly record and manage transactions using our intuitive 'Banks to Books' feature — keeping your financial records accurate and organized so you can focus on your business, not bookkeeping.

Get Started
Step 1 of 5

Set up Bank Accounts

Connect your bank accounts effortlessly to start tracking your transactions with ease. Prefer manual control? Enter transaction details directly to stay on top of your finances.

🔗 Plaid integration — sync thousands of banks
📊 Manual upload via Excel / CSV
💳 Connect credit cards & checking accounts
🔄 Auto-refresh transactions in real time
$ Connect Your Bank Powered by Plaid 🔍 Search your bank… Chase Bank ✓ Wells Fargo Bank of America
Step 2 of 5

AI Recommendations —
Invoices & Payments

Our AI instantly analyses your bank feed and matches each transaction to the right financial document, so nothing slips through the cracks.

🧾 Match transactions to open invoices
💸 Suggest payments against due bills
⏳ Flag uncleared & pending payments
✅ One-click accept or adjust
✦ AI MATCH 3 suggestions ready ACH — Acme Corp +$4,200.00 · May 12 → INV-0042 Wire — DigitalOcean −$899.00 · May 11 ⏳ UNCLEARED Check — Office Depot −$312.50 · May 10 → BILL-0018
Step 3 of 5

AI Recommendations —
Customers & Categories

Beyond matching documents, our AI fills in the who and what — automatically suggesting the right customer, vendor, income stream, or expense category for every entry.

👤 Auto-suggest customers from your contact list
🏪 Identify vendors from transaction descriptions
📈 Classify income service types intelligently
🗂️ Assign expense categories with high accuracy
INCOME ACH · Acme Corp · +$4,200.00 CUSTOMER Acme Corporation AI INCOME SERVICE Consulting Services AI AI Confidence 90% Accept AND EXPENSE Wire · AWS · −$2,148.00 VENDOR Amazon Web Services AI EXPENSE CATEGORY Cloud & Infrastructure AI AI Confidence 84% Accept
Step 4 of 5

Record Transactions
to Books

With a single click, push all your bank transactions and invoices directly into your ledger — no manual re-entry, no errors, no delays.

⚡ One-click bulk record all transactions
📒 Auto-posts to the correct ledger accounts
🔍 Review & edit before finalising
📜 Full audit trail for every entry
⚡ Record Transaction to Books 📓 JOURNAL ENTRY #JE-2408 May 12, 2025 ACCOUNT DEBIT CREDIT Accounts Receivable Acme Corp — Consulting Services 4,200.00 — Service Revenue — 4,200.00 TOTALS 4,200.00 4,200.00 ✓ BAL 📒 LEDGER POSTINGS 2 accounts Accounts Receivable DR +$4,200.00 Service Revenue CR +$4,200.00 Posted successfully · Running balance updated · Audit log saved
Step 5 of 5

AI-Powered Bank
Reconciliation

Close your books with confidence. Our AI compares your bank statement against your ledger line by line, surfaces every discrepancy, and guides you to a perfect match — in minutes, not hours.

🤖 Automated statement vs ledger comparison
⚠️ Instant discrepancy detection & alerts
🔁 Smart duplicate & missing entry detection
📅 Period-end close with one-click sign-off
🏦 Bank Statement 📒 Your Ledger +$4,200.00 Acme Corp · May 12 +$4,200.00 Acme Corp · AR Ledger ⇌ −$2,148.00 Amazon AWS · May 11 −$2,148.00 AWS · Cloud Expenses ⇌ −$312.50 Office Depot · May 10 Missing Entry Not found in books ⚠️ ✕ ✦ AI SUGGESTION Create expense entry: Office Depot · Supplies · −$312.50 Auto Fix ✓ 2 of 3 matched 1 discrepancy remaining — fix to close period Close Period

Everything You Need in One Place

fiscal50 replaces hours of manual bookkeeping with a smart, automated workflow.

🔗

Plaid Integration

Sync thousands of banks and credit cards automatically. Your feed stays current without any manual exports.

🤖

AI Categorisation

Machine learning trained on your chart of accounts predicts the right category every time, improving with every transaction.

⚡

One-Click Recording

Accept AI suggestions and post every transaction to your books in a single action — no double entry.

🔄

Auto Reconciliation

Let AI compare bank statements to ledger balances, surface discrepancies, and suggest corrections automatically.

Get Started

View Other Features