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Financial Tracking

Bank Reconciliation

Match bank records to tracked transactions.

How it works

  1. Upload bank CSV.
  2. AI matches transactions automatically.
  3. Review unmatched items.
  4. Group multiple transactions against a single bank entry (common with PM disbursements).
  5. DoorVault: 5-10 minutes (review only)

The old way vs the DoorVault way

The old wayThe DoorVault way
Print bank statement. Go line by line against your spreadsheet. Highlight matches. Investigate discrepancies manually. Upload bank CSV. AI matches transactions automatically. Review unmatched items. Group multiple transactions against a single bank entry (common with PM disbursements).
Old: 30-60 minutes per account per month DoorVault: 5-10 minutes (review only)

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