Bank reconciliation
Match bank transactions to invoices
- Connect your bank accountLink your bank so transactions sync automatically and match themselves to invoices.
- How automatic matching worksThe three signals SignSolid uses to pair a transaction with an invoice.
- Review and confirm a matchAccept, reject, or find the right transaction yourself.
- Bank connection failed: what to doAlmost always a stale approval on the bank's side. Here is how to clear it.