Tech Tip #28 – How To Make Monthly Reconciling Quicker and More Accurate

Trust Accounting

While reconciling your bank accounts monthly is important, for trust accounting, it is an absolute requirement. This is the one way to catch entry mistakes, as well as bank mistakes and ensure they are resolved as soon as possible. Since this is a “necessary evil” we aim to make this process as painless as possible. Our latest import feature allows you to auto reconcile by importing your bank statements. Curious how this works? check out our video on auto-reconciling.

Would you like to learn how simple auto-reconciling with CosmoLex can be? Click here to view our short video demonstration!


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