Checks
Compare statements with your ledger
Catch balance breaks and match a ledger CSV before you deliver the workbook. How to use shows where this sits in the workspace.
Closing balance, running balance when printed, period coverage, continuity across adjacent statements, and duplicate-transaction candidates. Matching is one account, USD, exact date and amount. Unique pairs can be matched; collisions stay ambiguous. This is not a guarantee that every transaction is real or complete.