Bank & card reconciliation
Statements matched to the books every month, so discrepancies get caught early — not at tax time.
Why it matters
Reconciliation is matching every transaction in the books against the actual bank and credit card statements, line by line, until they agree exactly. It's tedious — and it's the single best error and fraud detector a small business has.
It catches what a glance at the balance never would
A bank fee that shouldn't be there, a duplicate charge, a transaction that doesn't belong — reconciliation surfaces all of it, because anything that doesn't match gets investigated until it does.
It ends the "the books say X, the bank says Y" problem
Without reconciliation, small discrepancies quietly pile up until the books and reality no longer agree — and untangling that months later is far harder than catching it the week it happened.
It makes every report that follows trustworthy
A P&L or balance sheet is only as accurate as the transactions underneath it. Reconciliation is what makes those numbers something you can actually rely on.
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