FAQ

Can I match a bank statement to my ledger CSV?

Yes. Import the ledger, map columns, and run a conservative match. One bank row maps to at most one ledger row.

Ambiguities are not auto-resolved. You confirm or leave them open. That is slower than a hidden “AI match,” and safer for books.

This is statement-to-ledger matching, not a full general ledger or QuickBooks live sync.