Bank-feed query resolution
Month-end closes without the query backlog. Each client gets one clear question list, and their answers go straight back to the ledger for review.
Hours back
5
hours a week back, typically
How it runs
What we build, step by step.
This is the usual shape. Yours gets built around how your team actually does the job.
- 01
Unclear transactions pulled each week
Anything uncategorised or low-confidence is collected per client, with the date, amount and payee.
- 02
Suggested categories from history
Where the client has paid the same supplier before, the likely category is suggested, so the question becomes a quick yes.
- 03
One plain-English question list
Sent from your address and answered by reply. Nobody has to log into a portal.
- 04
Answers drafted back into the ledger
Replies are matched to transactions and staged for a person to approve before anything posts.
Shown with software we see a lot. If your team uses something else, we build it into that instead.
Built for your business
Same job, different business. We build yours.
Two firms in the same trade rarely run a job the same way. Different software, different steps, different people signing off. We build it for your business, around how your team actually does the job.
Your steps
Built around the order your team already works in, odd exceptions included.
Your software
Runs inside the tools you already pay for, set up the way you use them.
Your rules
Your wording, your limits, your sign-offs. Nothing generic goes out in your name.
You sign off
Your team keeps the final say.
Nothing posts to the ledger until someone on your team approves the batch.
What it's worth
What those hours add up to.
5 hours a week, over 46 working weeks, is 230 hours a year. At $50 an hour, that’s
$11,500
back in the business, every year.
Typical, not promised.
Before and after
The job, before and after.
How it runs today
Staff scroll the bank feed, copy unclear lines into an email and chase answers for days. The answers come back in a dozen formats and someone retypes them.
What we build
- Unclear transactions pulled each week
- Suggested categories from history
- One plain-English question list
- Answers drafted back into the ledger
A month in
Month-end closes without a pile of open queries, and clients reply faster because the questions are clear. Most of the 5 hours a week of retyping goes away.
FAQ
Does it post transactions on its own?
No. Bank-feed answers are staged in the ledger, and a person reviews and approves every batch before anything is posted.
Which ledgers does it work with?
Xero and QuickBooks Online today. Bank-feed query handling for any other ledger is scoped in the proposal.
More for accounting firms
See them all →Next step
Bring this one to a free live build.
Thirty minutes on bank-feed query resolution. We build its elf with you, live, and you keep it.