Reporting & Finance
Banking
See your business banking and reconcile transactions right beside your ledger.
Overview
Bouncing between a bank portal and your books to match transactions wastes hours and lets errors slip through. Thorbis is building banking views that sit next to your ledger so you can see balances and reconcile in one place. You'll match deposits and transactions to the books without logging into a separate bank site.
What we're building
Matching transactions between a bank portal and your books means bouncing between two systems, and every extra step is a chance for an error to slip through or a deposit to go unmatched.
Thorbis is building banking views that sit right next to your ledger. You will see account balances and reconcile transactions in one place, matching deposits and payments to ledger entries without logging into a separate bank site. Unmatched or duplicate transactions get surfaced so they are easy to catch, keeping your banking and your books in sync. It is for owners and bookkeepers who are tired of reconciling across browser tabs.
What you'll be able to do
- View account balances beside your ledger
- Match bank transactions to ledger entries
- Reconcile without leaving Thorbis
- Spot unmatched or duplicate transactions
- Keep banking and books in sync
- Reconcile without logging into a separate bank site
- Catch errors before they reach your books
Rollout plan
- 01
Balances beside the ledger
In progressView account balances right next to your books.
- 02
Transaction matching
In progressMatch deposits and bank transactions to ledger entries.
- 03
Full reconciliation
In progressReconcile in Thorbis and surface unmatched or duplicate transactions.
Milestones
- Not started:
Account views
Balances visible alongside the ledger.
- Not started:
Transaction feed
Bank transactions available for matching.
- Not started:
Matching tools
Link transactions to ledger entries.
- Not started:
Reconcile flow
Confirm matches and surface exceptions without leaving Thorbis.
More in Reporting & Finance
How to send useful feedback
Name the blocked role
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Explain the workaround
Describe what your team does today and where the process fails under real work.
Define success
Share what would change after launch: time saved, fewer manual steps, cleaner records, or better customer follow-up.