Reconciliation you confirm.
Upload a bank CSV in Banking → Smart Bank Import, then match lines to invoices and bills in Reconcile. The app can suggest matches from what you have reconciled before; you confirm. There is no live Open Banking feed in this login.
Import, suggest, confirm.
CSV in — then match receipts to invoices and payments to bills.
Auto-suggested matches
SwiftBooks Pro proposes the invoice or bill each transaction belongs to.
Both directions
Match receipts to invoices and payments to supplier bills.
One-click confirm
Approve a suggested match in a single click.
Hours of matching, gone.
Reconcile in minutes
Turn manual matching into a fast review of suggestions.
Fewer errors
Intelligent matching reduces mis-postings and duplicates.
Accurate ledgers
Your receivables and payables always reflect what's been paid.
Common questions
How does auto-matching work?
SwiftBooks Pro compares each bank transaction to your open invoices and bills and suggests the most likely match for you to confirm.
Does it match both invoices and bills?
Yes. It matches incoming payments to invoices and outgoing payments to supplier bills.
Can I review a match before confirming?
Yes. Suggestions are presented for review, and you confirm with a single click.
Does the matching improve over time?
Yes. SwiftBooks Pro learns from your confirmations to make better suggestions.
Less hunting, more confirming.
Manually matching every payment is slow and error-prone. SwiftBooks Pro suggests the right match so you just review and confirm.