Features / Bank reconciliation

Match your bank to your books in minutes.

Import your statement, match each line to an invoice, bill or receipt, and let bank rules handle the rent and the utilities.

Importing a bank statement in Purpl

What it saves you

Bring the statement in

Retype bank lines into a spreadsheet.

Import a CSV or Excel statement. Dates, descriptions and amounts are detected for you.

Match the money

Tick off payments against invoices by hand.

Match each line to an invoice, bill or receipt, including partial payments.

Stop repeating yourself

Categorise the same rent payment every month.

Create a bank rule once and recurring lines fill themselves in.

What is included

Bank reconciliation

  • Import your bank statement as CSV or Excel
  • Match transactions to invoices, bills and receipts, including partial payments
  • Categorise anything else straight to an account
  • Bank rules that fill in recurring transactions like rent automatically
  • Progress per account, with duplicate detection

Start free today.

Every new account gets 2,500 tokens, around 100 invoices' worth. Top up only when you need more. See pricing

Download on the App StoreGet it on Google Play

Free to download · Available in the UAE

Or sign up on the web at app.purplai.com