Questions, answered.

Reconcily is an agent for the document grind. It reads your receipts, invoices, and statements, matches each one to a transaction, flags anything that's missing a document, and exports reconciled, audit-ready books and a Schedule C worksheet — with every line traceable back to its source.

Three kinds of sources: your email inboxes, scanned or photographed documents (images and PDFs you upload), and your bank and card feeds. We're in early access and rolling connectors out now — join the waitlist and we'll get you set up.

PDFs and images — including HEIC, JPG, and PNG. Password-protected PDFs are supported too.

Standard CSV and OFX/QFX exports from your bank or card provider.

Reconcily is in early access. Request access and we'll reach out to onboard you.

It lines up each document with a transaction by date, amount, vendor, and reference IDs, and categorizes it. Anything it can't match — a charge with no receipt, or a receipt with no charge — gets flagged for you.

It reads every document two ways — enterprise OCR for a grounded text layer plus a vision-language model for the fields — then cross-checks them and confirms the math reconciles to the cent. It only auto-accepts when everything agrees; otherwise it flags the document for review instead of guessing. More in How accurate is Reconcily?

No. “Flag, don't guess” is the core rule — uncertain documents go to a review queue, so the errors that remain are visible, not buried in your books.

Yes, conservatively. Exact duplicates are caught automatically; near-duplicates are only merged when the vendor, total, and date corroborate it; and transfers between your own accounts are only paired when the match is unambiguous.

An Excel/CSV workbook with every document plus summary totals, a reconciliation file you can join to your transaction list, and a Schedule C worksheet. Junk and superseded documents are excluded.

No — it does the document hunt and reconciliation so your CPA (or you) start from audit-ready books instead of a shoebox. Our Concierge tier is done-for-you, with a human reviewing and finalizing.

Yes. Inbox access is read-only, data is encrypted in transit and at rest, mailbox credentials are envelope-encrypted (never plaintext), multi-factor auth is available, and each customer’s data is isolated. Details on our Security page.

In the United States.

Anytime. On request or account closure we remove or de-identify your content within 60 days, except where the law requires us to keep it. See our Privacy Policy.

Firms from $15 per active client / mo, businesses from $79 per entity, and individuals from free up to $599 do-it-yourself or $1,999 done-for-you. Full breakdown on Pricing.