Bank reconciliation

Bank reconciliation is the process of matching the transactions in the accounting ledger to those on the bank statement, so the two agree. Cohiva Crunch is a full-stack ERP with real-time profit and loss and multi-entity consolidation, fed by transaction data flowing natively from Complex.

What bank reconciliation is

Bank reconciliation is the process of matching the transactions recorded in the accounting general ledger to those shown on the bank statement, so that the two agree. In practice it means going through the bank's record of money in and out and confirming that each line has a corresponding entry in the books, and the other way around. Where they do not match, the difference is investigated: a payment not yet recorded, a deposit still clearing, a fee the bank charged, or a transaction entered twice.

Reconciliation matters because it is the check that the books reflect reality. A ledger that has not been reconciled may look complete while quietly missing transactions, double-counting others, or sitting against the wrong account. Regular reconciliation catches those problems early, keeps the reported cash position trustworthy, and is the foundation other finance work stands on. For an operator running several entities, the work multiplies, because each entity has its own bank activity to reconcile.

Bank reconciliation in the Cohiva platform

Cohiva Crunch is a full-stack ERP with AI financial intelligence. It provides real-time profit and loss, a 13-week cash forecast and multi-entity consolidation. Transaction data flows natively from Complex into Crunch, so the activity captured at a venue is already in the ledger rather than re-keyed, which reduces the gap between the books and the bank.

For mid-market finance teams consolidating across entities, keeping the ledger current is the groundwork that makes reconciliation faster. To see how it works, explore Crunch.

Frequently asked questions

What is bank reconciliation?
The process of matching the transactions in the accounting ledger to those on the bank statement so the two agree.
Why is bank reconciliation important?
It confirms the ledger reflects what actually moved through the bank and catches missing, duplicated or miscategorised transactions.
Which Cohiva product supports finance reconciliation?
Cohiva Crunch is a full-stack ERP with real-time profit and loss and multi-entity consolidation.
How does activity reach the ledger in Cohiva?
Transaction data flows natively from Complex into Crunch, so venue activity is in the ledger without manual re-keying.

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