Where to start
- New to Bank Match? Start with Your 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 for the full monthly workflow.
- Want to understand how matching and AI suggestions actually work? Read 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?
Related reading
- How to Connect Bank Accounts: Get bank data flowing before you match it.
- Reconciliation: The broader reconciliation workflow Bank Match feeds into for bank and credit-card accounts.