Bulk approving reconciliation matches
How to review and approve multiple high-confidence transactions in one action, saving hours of manual reconciliation time.
By AccBooks Team
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Confidence scores explained
How AccBooks AI scores its transaction classifications, what factors influence the score, and how to use scores to prioritise your review work.
By AccBooks Team
Read article → Handling unmatched transactions
What to do when AccBooks can't automatically classify a transaction — including manual posting, creating new accounts, and marking transactions as personal.
By AccBooks Team
Read article → How bank feeds work in AccBooks AI
A plain-English explanation of Open Banking, how AccBooks fetches your transactions, and how the AI processes them.
By AccBooks Team
Read article → Importing bank statements manually
How to upload bank statement CSV, PDF or OFX files when a live bank feed isn't available or transactions are missing.
By AccBooks Team
Read article → Multi-account reconciliation
How to manage reconciliation across multiple bank accounts, currencies and entities in AccBooks AI.
By AccBooks Team
Read article → Using reconciliation rules
Create automatic rules that classify recurring transactions without any manual review — saving hours of repetitive work every month.
By AccBooks Team
Read article → Reconnecting a bank feed
Step-by-step instructions for re-authorising an expired or broken Open Banking connection, and what to do when transactions are missing.
By AccBooks Team
Read article → Reconciling transactions in AccBooks AI
How to work through the reconciliation queue, approve AI matches, manually classify transactions and handle edge cases.
By AccBooks Team
Read article → Splitting a transaction across multiple accounts
How to divide a single bank transaction between two or more nominal codes when it covers different expense types.
By AccBooks Team
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