Match Bank Statements from CSV & Excel Files
Upload your bank export as CSV or Excel and automatically match transactions to your expected payments. No formatting required.
Why CSV Reconciliation Matters
CSV is the universal data format. Use it for bulk processing, API integration, or when PDFs aren't available.
Universal Format
Every accounting system exports CSV. Use it for data portability and integrations.
Batch Processing
Process 100s of records with the same column mapping. Scale reconciliation effortlessly.
API Ready
Submit CSV data programmatically to automate reconciliation in your workflow.
No Format Restrictions
Varying column order, date formats, or thousands separators – we handle them all.
CSV Matching in 4 Steps
Export CSV from Your Bank
Download your bank statement or account turnover file directly from your bank portal in CSV or Excel format.
Upload Bank Statement
Drag and drop your CSV or Excel file. We automatically map columns and detect date/amount/reference fields.
Upload Expected Payments
Provide your list of payments (invoices, fees, donations) as a second CSV or Excel file.
Get Results
View matched, missing, and unidentified transactions. Download results or integrate via API.
Perfect For
Accountants
Reconcile client accounts quickly using their exported CSV files.
Finance Teams
Automate month-end close with bulk CSV reconciliation.
Integration Partners
Embed CSV reconciliation in your platform via our REST API.
Multi-Currency Operations
Handle various number formats and currency conversions in CSV data.
CSV Reconciliation Features
Your CSV Data Is Protected
Encrypted Processing
All CSV files are encrypted in transit and processed in secure, isolated environments.
Automatic Deletion
Data is purged immediately after processing. No persistent storage without explicit retention.
Privacy Committed
We never sell, share, or monetize your financial data.
Audit Trail
All uploads and matches are logged for compliance purposes.
Start Matching CSV Files Now
Import your first bank statement CSV free. Process up to 10 files per day with our free tier. Scale as you grow.
CSV Reconciliation FAQs
What CSV formats do you accept?
We accept standard CSV and Excel (.xlsx, .xls) formats with automatic header detection. No need for specific column order – we intelligently map Date, Amount, Reference, and Description fields.
Do I need to prepare my CSV in any specific way?
No special preparation needed. Upload as-is from your bank export. We handle varying date formats (DD/MM/YYYY, MM/DD/YYYY, ISO), number formats (1,234.56 or 1.234,56), and multiple currencies.
Can I match two CSV files against each other?
Yes. Upload one CSV as your bank statement and another as your expected payments list. Our matching algorithm handles amounts and references automatically.
What if columns are in a different order?
We auto-detect columns by analyzing headers and content. You can also manually select or rename columns in the upload preview before matching.
Can I use the API to submit CSV data programmatically?
Yes. Our REST API accepts CSV payloads directly. Submit multi-part form data, raw CSV text, or JSON-formatted rows – we handle all formats.
How do you handle duplicate transactions in CSV?
We identify and flag potential duplicates. You can view all matches and manually verify them before downloading results.
Still have questions?
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