Has anyone else found bank rec a bit of a nightmare with multiple clients?
morgantregellas
Registered Posts: 2
in Bookkeeping
I'm an AAT member (Level 3) and I do bookkeeping work alongside studying. Bank rec and month-end close was always the part that ate the most time — jumping between spreadsheets, chasing unmatched transactions, losing track of where each client was up to.
I ended up building a tool to solve it for myself called Alignd. It connects to Xero, pulls in unreconciled transactions and helps you match and close off each client's books in one place. It's designed specifically for bookkeepers managing multiple clients rather than being another general accounting platform.
It's live and free to try at aligndapp.uk — would genuinely love feedback from people who do this day-to-day.
Happy to answer any questions!
I ended up building a tool to solve it for myself called Alignd. It connects to Xero, pulls in unreconciled transactions and helps you match and close off each client's books in one place. It's designed specifically for bookkeepers managing multiple clients rather than being another general accounting platform.
It's live and free to try at aligndapp.uk — would genuinely love feedback from people who do this day-to-day.
Happy to answer any questions!
0
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