Bank Accounts Overview

Managing Bank Statements

Reconciliations Overview

Resetting Reconciliations

Export Reconciled/Unreconciled Records

Magic Match finds transaction records that match uploaded bank records for reconciliation.

Magic Match in Bank Reconciliation

Displays a consolidated view of all bank account balances.

Bank Balance Summary

Set rules to automatically reconcile bank feed transactions and speed up your reconciliation process.

Auto-reconcilation

Bank Reconcilations

Setup and import Airwallex bank feeds into Jaz

Airwallex

Setup and import Aspire bank feeds into Jaz

Aspire

Setup and import Stripe Wallet bank feeds into Jaz

Stripe

Setup and import Wise bank feeds into Jaz

Wise

Setup and import Xendit bank feeds into Jaz

Xendit

Bank Connection

Saved Search are bank record filters that let users create and store custom criteria for quick and easy access

Saved Search (Reconciliations)

Automate reconciliation by applying predefined conditions.

Bank Rules

Shortcuts

About Jaz

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