Match bank and sales CSV transactions in Google Sheets™ with ease
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应用详情更新日期:2025年5月1日
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概览
EasyReconcile simplifies financial reconciliation for small and medium-sized enterprises (SMEs) directly in Google Sheets™. Effortlessly match bank and sales transactions by uploading CSV files, and let EasyReconcile do the heavy lifting—saving you time and reducing errors in your accounting process.

With EasyReconcile, you can upload two CSV files (e.g., bank statements and sales records) containing columns for Date, Amount, Description, and an optional Order #. The intuitive sidebar interface, powered by the Google Sheets™ API, allows you to configure matching settings, such as tolerance for amounts (e.g., $0.50) and date differences (e.g., 0 days), and choose whether to match by order number for greater accuracy. Once configured, click "Reconcile" to generate a new sheet named "Reconciliation_[date]" in your Google Sheet™. Matched transactions are highlighted in green, while unmatched records are marked in red, making it easy to review discrepancies and finalize your reconciliation. Unlike standard Google Sheets™ features, EasyReconcile automates complex financial reconciliation, offering a specialized solution for SMEs to streamline their accounting workflows.

Designed for efficiency, EasyReconcile processes all data within your Google Sheets™ environment, ensuring your financial information remains secure and private—no data is collected, stored, or transmitted. Whether you're reconciling monthly statements or handling large transaction volumes, EasyReconcile enhances your productivity, helping you focus on growing your business. For more information, including setup guides and support, visit https://cantina.co.in/easyreconcile_support.

Footnote: Google Sheets™ is a trademark of Google LLC.
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EasyReconcile”将请求获得以下权限。了解详情
EasyReconcile”将需要访问您的 Google 账号
这样可让EasyReconcile
在 Google 表格中创建电子表格,以及查看、修改和删除您在 Google 表格中的所有电子表格
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