Phoenix - Your AI AssistantBulk Bank Reconciliation in Excel, Xero, or QuickBooks
Delivery in
5 days
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What you get with this Offer
I will reconcile your bank, credit card, and PayPal transactions in bulk for UK businesses. This includes categorizing income and expenses, matching statements to your accounting system (Excel, Xero, or QuickBooks), and identifying discrepancies.
Ideal for SMEs, startups, or businesses with large transaction volumes that need accurate, organized financial records quickly.
You’ll receive a fully reconciled, clean dataset ready for reporting, bookkeeping, or accountant review.
Ideal for SMEs, startups, or businesses with large transaction volumes that need accurate, organized financial records quickly.
You’ll receive a fully reconciled, clean dataset ready for reporting, bookkeeping, or accountant review.
What the Freelancer needs to start the work
Access to QuickBooks or Xero
Bank, credit card, and PayPal statements
Any other relevant files (previous bookkeeping, spreadsheets, etc.)
Confirmation of period to reconcile