Reconcile a client with Finn

“What does the day-to-day bookkeeping actually look like? Do I still categorise every line?”

Drop a bank statement (CSV or PDF, any bank) into the client's Banking page. Every line is categorised on import with a confidence score. Reconcile with Finn then matches receipts, invoices and transfers across the whole feed and hands you only the exceptions.

Real screens from the live product, filmed as Harbour & Vale Accountants on 2026-09-02. Use the arrow keys to move between steps.

accounts-os.com

Step 1 of 5

The client's Banking page

Live feeds for Starling, Revolut, Wise, Mercury and Stripe, or a statement upload for any bank. Each account shows whether it agrees with the last statement.

Next tours

Month-end closeWhat happens at month-end? Who does the checking?Start
Add your first clientHow do I set up my first client? Do they need an account?Start

Try it with one real client.

Fourteen days free, then billed per live client in arrears. Add one client and see how it lands before you move the rest.

Create practice account