Keep your records honest

How it works

1. 1

   Import a bank statement

   Start reconciliation by importing a CSV or supported PDF statement for the account and period you want to verify.

2. 2

   Review suggested matches

   Tika pairs imported rows with existing account records and shows a confidence score for each suggested match.

3. 3

   Accept high-confidence matches

   Matches you agree with are confirmed with one action. The record and the import row are linked.

4. 4

   Investigate unclear matches

   Review the match reason for lower-confidence suggestions. Reject anything that looks wrong and search for the correct match manually.

5. 5

   Resolve remaining items

   Unmatched imported rows may represent missing records — add them. Unmatched account records may be timing differences or errors to investigate.