Feature
Bank feeds in,
reconciled in minutes.
Connect a feed or import a statement, write a rule once, and let Vinance match most lines on its own. You review a short queue, not a whole month.
Feeds and imports
Get the statement in, however it arrives.
Connect a live bank feed where your bank supports it, or import a statement file (OFX, QIF, CSV, or camt) when it does not. Either way the lines land in one place, deduped against what you have already reconciled, so importing the same statement twice does not create a mess.
- Bank feeds where available, statement import everywhere else
- OFX, QIF, CSV, and camt.053 files all understood
- Duplicate detection, so a re-imported statement is safe
- One reconciliation screen per account, always up to date
394 of 412 lines matched automatically by rules, amount, and reference.
Rules do the repetitive part
Teach it once, and it stops asking.
DEWA is always utilities. Aramex under $500 is always courier. Write that down as a rule once and Vinance applies it to every matching line, this month and every month after. Rules can set the account, the tax code, the contact, and even split one line across several categories.
- Match on description, payee, amount, or reference
- Set account, tax treatment, and contact in one rule
- Split a single payment across categories automatically
- Rules learn from the corrections you make in review
A short, honest review queue
Reconcile the exceptions, not the whole month.
Most lines match themselves. Payments find their invoices, supplier debits find their bills, and rules handle the routine. What is left is a small queue of genuine judgement calls: a lump-sum transfer to split, a refund to categorise, a payment that arrived before its invoice. In a typical July, that is 16 lines out of 412, not 412 out of 412.
- Suggested matches ranked by amount and reference
- One click to confirm, or split and recode a line
- A running reconciled balance you can tie to the bank
16 lines land in the review queue. Confirm the suggestion or split the line, and the rule remembers it next time.
Every account, one screen
Current accounts, savings, cards, and cash all reconcile the same way, so the whole bank picture ties out at month end.
Matched means posted
A reconciled line is already a ledger entry. There is no separate step to record what the bank already told you.
Catch what does not tie
Bank fees, duplicate charges, and missed deposits surface in review instead of hiding inside a monthly total.
Frequently asked questions
Does Vinance connect to my bank directly?
Where your bank supports a live feed, yes. Everywhere else you import a statement file (OFX, QIF, CSV, or camt.053), and the lines reconcile the same way. Duplicate detection means re-importing a statement is safe.
What are reconciliation rules?
A rule matches lines by description, payee, amount, or reference, then sets the account, tax code, and contact automatically. Write it once (for example, DEWA to utilities) and it applies to every matching line going forward.
Do I have to reconcile every line by hand?
No. Most lines match automatically through rules, amounts, and references. Only genuine exceptions, such as a lump-sum transfer to split or a payment that arrived before its invoice, land in the review queue.
What happens when a bank line is reconciled?
It is already posted. A matched line is a ledger entry, so your bank balance, receivables, and payables move together with no second manual entry to make.
Move your books off the spreadsheet.
Invoices to bank feeds, payroll to financial statements. One platform, priced by the company and not the seat, on web and desktop.
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