Data cleaning

Transaction data cleaning

Tidy your bank and ledger transactions so they are categorised, matched and ready for accurate reporting.

What is included

• Correct categorisation of transactions
• Matching of payments to invoices and bills
• Clearing of unreconciled and suspense items
• Removal of duplicate feed entries
• Notes on any items needing your input

How it works

1. 01

   We assess your transactions

   We look through your bank feeds and ledgers to see what needs sorting.

2. 02

   We clean and categorise

   We categorise, match and reconcile transactions and clear the items we can.

3. 03

   You get clear books

   Your transactions are returned tidy, with a short list of anything to confirm.