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Reconcile
Match transactions
Upload your bank and ledger exports to get started
1
Upload
2
Map
3
Reconcile
4
Review
Step 1
Upload your files
Import your Bank and Ledger CSV exports. Everything is processed in your browser — your data never leaves your device.
Bank Statement
Export from your bank portal
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WaitingLedger Export
From Xero, QuickBooks, Sage, etc.
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WaitingLegal
Privacy Policy & Terms of Service for Alignd
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Your Account
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Team
Members
Manage who has access to your organisation.
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Your financial data is stored securely in Supabase. We never sell your data.
Appearance
Theme
Pick a colour theme for Alignd. You can change this any time.
Settings
Matching preferences
Tune how Align scores and accepts transaction pairs. Changes take effect on the next reconciliation.
Match confidence threshold
Minimum score (out of 100) for a pair to count as matched. Lower = more matches, but less certain. Higher = fewer matches, but more reliable.
Date tolerance
Maximum number of days between a bank and ledger date for them to still score points. Useful if your bank posts transactions a day or two late.
Preferred date format
When dates are ambiguous (e.g. 01/02/2024), which format should Align assume? UK uses DD/MM, US uses MM/DD.
Auto-accept threshold
Pairs scoring above this are automatically confirmed without requiring manual review. Set higher if you want to review more matches yourself.
Account
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Update your Alignd account password.
New password
Must be at least 8 characters.