Bank Reconciliation Software That Saves You Hours
Stop matching bank statements line by line in a spreadsheet. Import your statement, let ProfitBooks match and categorise transactions automatically, clear the difference to zero, and generate a clean reconciliation report — all in the cloud, in minutes.
✓ Trusted by 1,00,000+ businesses worldwide • Rated 4.5/5 on Capterra • Works across India, UAE, UK, US, Australia, Singapore, Malaysia & more
Import Your Statement and Start in Seconds
Pick the account, enter your balances from the statement, and ProfitBooks sets everything up.
Pick an Account, Enter Your Balances
Choose the bank or cash account you want to reconcile, enter the beginning and ending balance straight from your bank statement, and hit Start reconciling. ProfitBooks pulls in your recorded transactions so everything’s lined up and ready to match.
- Reconcile any bank or cash account
- Enter opening & closing balance from your statement
- Import bank statement transactions
- Reconcile monthly, weekly — as often as you like
Clear Transactions Until the Difference Is Zero
Tick off what’s cleared and watch the difference update live. Zero means you’re reconciled.
Live Cleared Balance & Difference
ProfitBooks lays your recorded transactions side by side with the statement. Mark payments and deposits as cleared and the cleared balance and difference recalculate instantly. When the difference hits zero, you’re perfectly reconciled — just hit Finish.
- Side-by-side matching of every transaction
- Live cleared balance & running difference
- One-click clear / unclear, save & finish later
- Finish the moment your difference is zero
Smart Categorisation That Learns Your Transactions
Every transaction lands in the right ledger account — with rules doing the repetitive work.
Auto-Categorise to the Right Account
As transactions come in, ProfitBooks suggests the correct category and posts them to your ledger. Set up rules so recurring items — rent, bank fees, subscriptions, salaries — categorise themselves every time, and simply review anything that needs a second look.
- Auto-categorise to the correct ledger account
- Rules for recurring transactions
- Review, undo & recategorise in a click
- Posted straight to your books, no double entry
A Clean Reconciliation Report Every Period
Print it, save it, or share it with your accountant — with a clear audit trail.
Everything Documented, Automatically
The moment you finish, ProfitBooks generates a reconciliation report showing your statement beginning and ending balance, cleared cheques and deposits, and your register balance — with who reconciled it and when. Print it or hand it to your accountant with confidence.
- Statement vs register balance at a glance
- Cleared cheques, payments & deposits listed
- Print, save as PDF or share with your accountant
- A clear audit trail for every period
Watch a Full Reconciliation in Minutes
See how importing, matching, categorising and reporting come together in ProfitBooks.
Import, Don’t Type
Bring in your bank statement and recorded transactions instead of keying everything by hand.
Match to Zero
Live cleared balance and difference make it obvious when your books tie out perfectly.
Report & Done
Finish with a clean, shareable reconciliation report and a full audit trail.
Everything Your Business Needs — in One Place
ProfitBooks goes beyond reconciliation — it’s your complete business management solution.
Business Accounting on Auto-Pilot
ProfitBooks handles complete financial accounting in the background while you run your business. Chart of accounts, journal entries, project tracking and auditor access — all included.
- Chart of Accounts
- Journal Entries & Trial Balance
- Invite Your Auditor / Accountant
- Project-wise Categorisation
Create Invoices in Minutes
Create and send professional invoices with the correct tax rates in minutes. Customise templates, track payments and manage your entire sales pipeline from one place.
- Invoices with Automatic Tax Calculation
- Estimates, Quotations & Sales Orders
- Invoice Reminders & Customer Portal
- Templates & Customisation
- Sales Reports & Analytics
File Tax Returns Directly
File your tax returns directly from ProfitBooks. Your invoices are auto-categorised, purchase data is reconciled, and the filing process takes minutes instead of hours.
- Automated Tax Return Filing
- Purchase Reconciliation
- Amendment Tracking
- Export Invoice Categorisation
- Free Filing Assistance
Track Every Payment In & Out
Track your entire financial cycle — from purchase to sales — with 45+ filterable reports. Know your outstanding receivables and payables at any time.
- Outstanding Receivables Tracking
- Vendor Payment Management
- Advance Payment Allocation
- Customer Statements in 1-Click
- Customer Portal Access
Complete Inventory Management
Manage your complete inventory lifecycle with ProfitBooks. Track stock across multiple warehouses, record production and wastage, and create purchase orders.
- Purchase Orders in Tax-Compliant Format
- Production, Wastage & Stock Transfer
- Multiple Warehouses
- Vendor & Outstanding Management
- In-depth Inventory Reports
45+ Financial & Tax Reports
Get access to comprehensive reports — from Balance Sheet and P&L to detailed tax reports and audit trails. Make data-driven decisions with insights at your fingertips.
- Balance Sheet, P&L & Cashflow
- Tax & Compliance Reports
- Sales & Expense Reports
- Ledger, Day Book & Transaction Reports
- Audit Trail & Employee Reports
All The Ways We Can Help You
ProfitBooks provides a complete cloud accounting suite for small & medium businesses.
Bank Reconciliation
- Import Bank Statements
- Match & Clear to Zero
- Deposits & Withdrawals
- Contra Entries
Categorisation & Rules
- Auto-Categorise Transactions
- Rules for Recurring Items
- Review, Undo & Recategorise
- Posted Straight to Ledger
Cloud Accounting
- Chart of Accounts & Journals
- Double-Entry in the Background
- Trial Balance & Ledgers
- Auditor / Accountant Access
Invoicing & Billing
- Automatic Tax Calculation
- Estimates & Quotations
- Recurring Invoices & Reminders
- Online Payment Links
Receipts & Payments
- Online Payment Collection
- Record Receipts & Advances
- Allocation to Invoices
- Non-Invoice Income
Tax Compliance
- Automatic Tax Calculation
- Return-Ready Summaries
- Credit & Debit Notes
- Tax Code Management
Inventory Management
- Purchase Orders
- Multiple Warehouses
- Production & Wastage
- Inventory Reports
User Management
- Create Multiple Users
- Role-based Access
- Special Role For Sales Team
- Invite Your Accountant
45+ Insightful Reports
- Balance Sheet, P&L, Cashflow
- Reconciliation Reports
- Sales & Expense Reports
- Audit Trail
Trusted by 1,00,000+ Businesses Worldwide
From freelancers to growing SMBs — here’s what our customers say about ProfitBooks.
“Reconciliation used to eat half a day in spreadsheets. With ProfitBooks I import the statement, clear the matches and the difference is zero in minutes. It’s honestly the feature I love most.”
“The auto-categorisation and rules are brilliant — recurring payments sort themselves out. At month-end I just hit finish and hand the reconciliation report to my accountant.”
“Seeing the cleared balance and difference update live takes all the guesswork out. I finally trust that my books match the bank, every single month.”
Your Success is Our Success!
We understand that we can succeed only when each of our customers is happy and successful. Once you signup, you’ll get access to:
- In-app chat support available in 3 languages, 5 days a week
- Complete Support Center with How-To guides
- YouTube channel with demos and tutorials
- Business blog filled with growth articles
- Mobile apps for iOS and Android
Reconcile Your Bank
in Minutes, Not Hours
Import your statement, auto-match and categorise transactions, clear the difference to zero, and generate a clean reconciliation report — all in the cloud. Built for businesses everywhere.
Start Free — No Credit Card →Paid plans start from $9.95/month
Start FREE — Here’s What You Get
A complete cloud accounting suite with bank reconciliation built in.
- Import bank statements
- Auto-match & categorise transactions
- Live cleared balance & difference
- Rules for recurring transactions
- Reconciliation reports & audit trail
- Invite your accountant free