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Accounts Reconciliation

Ensuring account balances match between different records.

Accounts reconciliation is the process of verifying that balances in your accounting records match external records—bank statements, credit card statements, vendor statements, and intercompany accounts. Discrepancies can indicate data entry errors, unauthorized transactions, timing differences, or fraud. Regular reconciliation is a fundamental internal control.

Example

A bookkeeper reconciles the company credit card statement monthly, matching each transaction to a recorded expense and investigating a $200 charge that doesn't correspond to any known purchase.

Why It Matters for Your Business

Reconciliation catches errors and fraud before they compound, and it's one of the most basic yet effective financial controls a business can implement.

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