Bank Reconciliation AgentMatch every deposit to the right invoice on its own
Link your bank account through Plaid and the deposits start sorting themselves. When a client pays an invoice by bank transfer, the money lands in your account and Accordio matches it to the open invoice and marks it paid. It flags partial payments and any deposit it cannot place, so the only thing left on your plate is the handful of edge cases.
Automatic Deposit Matching
A bank transfer lands and the agent ties it to the open invoice it pays, then marks that invoice paid. You did not lift a finger.
Bank Linked Through Plaid
It connects to your bank account with Plaid and reads incoming deposits directly. No screenshots of statements, no manual import.
Flags What It Cannot Place
When a deposit has no clear invoice, it sets it aside and asks you instead of guessing. Nothing gets matched to the wrong client.
Catches Partial Payments
If a client pays half, it records the amount received and shows what is still owed. The invoice stays open for the balance.
Watches Every Open Invoice
It reconciles across all your unpaid invoices at once, not one at a time. Your paid and unpaid columns stay current on their own.
Real Paid Status, Not Sent Status
Paid means the money actually arrived in your account, not just that you sent the invoice. The rest of Accordio reads from the same truth.
Reads every deposit that hits your bankand matches it to the invoice it pays off.
Reads your Accordio invoices and the bank deposits pulled in through Plaid.
Lines up what you are owed against what has actually landed.
Pulls out which payment closes which invoice, and what is left over.
One message.
Every action.
No new dashboard to learn. Just message it on WhatsApp, Telegram, or Slack.
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