Reconcile a month in an afternoon.
The Bank Rec Agent matches every bank and card transaction to its Vista entry across all your accounts via Plaid. It clears the matches and surfaces only the exceptions that need your eyes.
How it works.
Manual bank rec is a week of matching line by line across accounts. The Bank Rec Agent pulls every bank and card feed through Plaid, matches each transaction to its Vista entry, and clears the confident matches. What is left is a short list of genuine exceptions, not a thousand rows.
A reconciled set of bank and card accounts with confident matches cleared, exceptions flagged, and the full record logged.
Pulls
Reads every bank and card feed through Plaid.
Matches
Ties each transaction to its Vista entry.
Clears
Confirms the matches it is sure of.
Surfaces
Flags the unmatched items for your review.
The Bank Rec Agent reconciling feeds and surfacing unmatched items for review.
See it run against your books.
A 30-minute working session, not a sales pitch. We will run it against a real Vista setup and you can decide for yourself.