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.

Your email inboxes, scanned or photographed documents (images and PDFs you upload), cloud drives, 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.

The agent's scan runs in hours, not weeks — connect your accounts and review matched books as soon as the next day. Concierge (done-for-you) standard scope is delivered within 7 business days of connecting your accounts. Under an IRS deadline? Tell us your notice date — audit cases jump the queue.

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.

Audits don't require perfection. IRS rules waive the receipt for many expenses under $75 in eligible categories (travel, meals, auto — lodging always needs one), and Reconcily applies that automatically. Other charges are substantiated by the bank or card statement line itself. Whatever is still missing becomes a prioritized to-do list — each flagged charge carries its merchant and date so you know exactly what to chase — not a dead end.

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.

No — your ledger stays your system of record. QuickBooks or Xero manages your ongoing financials; Reconcily does the work it doesn't: hunting a year of receipts out of your inbox retroactively, matching every document to a transaction, and building audit-ready workpapers. You export the results as Excel/CSV that your ledger, your CPA, or any tax software can consume.

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.

Most of it never reaches us — the agent filters by metadata server-side, so non-candidate messages are never even downloaded. Anything downloaded that turns out not to be a financial document is discarded at classification and never stored. Access is programmatic and logged; our staff can't browse your mailbox. More 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.

Yes — the Audit-Ready Guarantee on Audit Rush, Audit Rush+ and Concierge: books reconciled to the cent, every deductible traced to a document or flagged with a reason. If we miss that standard within your agreed scope, we keep working free — or refund your fee in full.