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Auto bank feed and reconciliation
Your statement comes in from the bank feed or a file. Nexus Insight matches every line it can, colours the rest by how sure it is, and tells you why. You confirm, accept in bulk and close the statement with the difference at nil.
Bank Reconciliation with Auto Bank Feed
Your statement comes in from the bank feed or a file. Nexus Insight matches every line it can, colours the rest by how sure it is, and tells you why. You confirm, accept in bulk and close the statement with the difference at nil.
The reconcile queue: every line shows its suggested match, how Nexus found it, a confidence score and a plain-English note.
See at a glance what needs you
Every bank line gets a colour that says how sure Nexus is, so you spend your time on the few lines that need a decision.
Matched. Accept it.
One register item, and the reference and amount agree. Accept all green in one go with F8.
Likely. Confirm it.
A likely match to confirm, such as same date and amount with no reference, or a receipt to raise against an open invoice.
Unexplained. Settle it.
Nothing in Nexus explains it yet. Code it, pay it, transfer it or exclude it, and teach a rule while you're there.
Every match shows its reasons
Open a line and see the match Nexus found, how it found it and what's left to confirm, next to the lines around it on the statement.
- Settle in a click: It is this one, Other candidates or Always for this narration
- See what Nexus has learned for the narration and how many confirmations it has
- F5 to accept, F6 to accept and move to the next line
- Nothing AI-driven posts without an operator
No feed for that account? Drop in the statement.
For any bank that reconciles from files, Nexus reads the format for you and previews every line before it's imported.
- Duplicate guard: lines already imported, from another format or before the anchor date are held back
- Continuity check on the running balance, with a clear warning when it can't be trusted
Close the statement, not just the month
See how every line was settled and check the balances before you close. Closing marks the register items reconciled, rolls the opening balance forward and opens the next period.
- A ready-to-close check: every line settled, difference nil, no late lines waiting
- Unpresented items carry to the next statement automatically
- Print the reconciliation statement for your accountant
It gets smarter, and it keeps you safe
Auto bank feed
Connect a bank once and it refreshes daily. No exports and no import maps to maintain.
Rules and memory
Every confirmation teaches Nexus the narration. Once it has been confirmed enough, Nexus can suggest it on its own.
Exceptions are a queue
Filter to what's left: to reconcile, late, excluded or by colour, and search by narration, amount or date range.
Integrity checks, built in
Feed continuity on the running balance, a duplicate guard, consent expiry alerts and bank outage notices.
Deposits and splits
Match batched deposits many-to-one and split fees one-to-many, without leaving the line.
Audited and reversible
Every write is logged against the line that caused it and can be undone line by line.
Reconcile wherever you are
Work the full queue at your desk, use a tablet in the warehouse office, or do a 2-minute review on your phone.
See it match your bank statement
Book a walkthrough of Bank Reconciliation with Auto Bank Feed in Nexus Insight.