Experience seamless financial management with our enhanced bank reconciliation. Our updated bank reconciliation system allows you to automate key tasks, improve workflow efficiency, and ensure real-time accuracy.
These updates transform the way you handle reconciliations, giving you more time, greater control, and the accuracy you need to keep your financial records in top shape. Here’s how these updates benefit you:
We’ve made significant updates to our bank reconciliation tool to improve accuracy, save time, and reduce manual tasks—making the process faster and more efficient for you. Here’s what’s new:
Transactions imported from your bank will now be automatically marked as "Cleared," streamlining the process by removing the need for manual marking during reconciliation. This feature ensures greater accuracy and speeds up the overall process.
Critical financial details, such as your opening and ending balances, are now always visible. This feature allows you to monitor your reconciliation progress in real time without scrolling.
Payments and deposits are now displayed in a single, combined table for easier navigation and review, condensing information for a clearer view.
You can now re-open a specific reconciliation to make adjustments without deleting subsequent reconciliations, maintaining data integrity and saving time. Any necessary changes to ending balances will automatically update subsequent reconciliations as needed.
Improved functionality allows you to navigate directly to a transaction’s source for quick edits and return seamlessly to the reconciliation process.
These enhancements reflect our ongoing commitment to improving the way you manage your organization’s financials. By streamlining complex processes and introducing intuitive, time-saving features, you can meet your goals with confidence.
To learn more about how to use bank reconciliation for your organization, see our resource on how to complete a bank reconciliation.
Download a one-page PDF to share with your team.
Regular bank reconciliation is essential for financial accuracy, fraud prevention, cash flow clarity, compliance, and error reduction. By adopting tools that simplify this process, your nonprofit can save time, maintain financial health, build stakeholder trust, and confidently carry out your mission.
Copyright © 2025 Aplos Software, LLC. All rights reserved.
Aplos partners with Stripe Payments Company for money transmission services and account services with funds held at Fifth Third Bank N.A., Member FDIC.
Copyright © 2024 Aplos Software, LLC. All rights reserved.
Aplos partners with Stripe Payments Company for money transmission services and account services with funds held at Fifth Third Bank N.A., Member FDIC.