> ## Documentation Index
> Fetch the complete documentation index at: https://docs.dualentry.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Bank Match

> Bank Match is the toolkit that accelerates bank reconciliation: matching rules, Bank Match AI suggestions, and manual matching all work together.

Bank reconciliation is the monthly close process that ties your GL cash balance to your bank statement. Bank Match is the tool that gets you there faster: matching rules and Bank Match AI pair bank feed transactions to GL entries so you spend your time on exceptions instead of every line.

How Bank Match runs depends on how your bank data arrives. With an aggregator-backed connection, matching happens continuously in the background. If you upload statements manually, you kick off Bank Match yourself after each upload, since there's no live feed to trigger it automatically.

## Where to start

* New to Bank Match? Start with [Your First Bank Match](./first-bank-match), a guided walkthrough of getting data in, creating a rule, applying it, and matching manually.
* Ready to reconcile a period? See [Reconciliation](../reconciliation) for the full monthly workflow.
* Want to understand how matching and AI suggestions actually work? Read [Bank Match AI](./bank-match-ai).
* Deciding whether to write a rule or let the AI handle something? See [Rules or AI: Which Should Handle a Bank Match?](./rule-vs-ai-philosophy)

## Related reading

* [How to Connect Bank Accounts](../../bank-connections): Get bank data flowing before you match it.
* [Reconciliation](../reconciliation): The broader reconciliation workflow Bank Match feeds into for bank and credit-card accounts.