LedgerMatch
Bank Reconciliation Software for Accounting Firms & CPAs
Accounting firms and CPAs face bank reconciliation as a volume problem — each client needs their bank statement reconciled against their QuickBooks or Xero ledger every month, and even a small practice with 30 clients can spend 60+ hours per month on manual reconciliation. LedgerMatch is built for accounting firms that need to process multiple clients efficiently — a 97% auto-match rate means each client reconciliation takes under 10 minutes, so CPAs can process 5–6 clients per hour instead of 1–2.
Common reconciliation challenges for accounting firms
- Manual bank reconciliation across 20–50 clients per month consumes a disproportionate share of staff time that could be spent on higher-value advisory work
- Each bank has a different CSV format — staff must re-learn the column mapping for each client's bank
- Exceptions and unmatched transactions require back-and-forth with clients to identify the source — a clean exception report cuts that cycle dramatically
How LedgerMatch helps
- LedgerMatch automatically handles 17+ bank CSV formats — no manual column mapping regardless of which bank the client uses
- 97% auto-match rate means each client reconciliation takes under 10 minutes — accounting firms process 5–6 clients per hour
- Clean exception report for each client — email it directly to the client for their review instead of scheduling a call to walk through every unmatched entry
Industry note
Accounting firms using LedgerMatch can price their reconciliation services more competitively — a 10-minute reconciliation vs a 60-minute manual process changes the math on what you can bill and what you can offer clients at a flat monthly fee.
Common banking and accounting tools
- Chase
- Bank of America
- Wells Fargo
- Truist
- PNC Bank
- QuickBooks Online
- QuickBooks Desktop
- Xero
- Sage
- FreshBooks
Explore related resources
Install LedgerMatch
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