Your request
Month-end bank reconciliations
Submitted 22 Sep 2026
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- PROBLEMFrom agent
- Month-end bank reconciliations: we pull statements for every client and match them line by line against Xero.
- WHO IT AFFECTSFrom agent
- 3 bookkeepers, about 140 clients.
- CURRENT WORKAROUNDFrom agent
- Download PDF statements, match each line by eye in Xero, tick it off in an Excel tracker.
- COST OF PAINFrom agent
- About 25 hours a month across the three of us; reconciliations that run late hold up BAS prep.
- TOOLS & DATAFrom agent
- Xero, bank statement PDFs, an Excel tracker.