Reconcile what matches automatically. Route the rest with context.

Bank reconciliation is mostly matches and a handful of genuine exceptions, but the manual process treats every line the same: scroll a long spreadsheet, tick off what agrees, and chase what does not. For a team whose monthly reconciliation runs to thousands of lines, that can be 10 to 20 hours of work, most of it on lines that were never in question.

1. 1Schedule trigger runs the reconciliation daily so nothing piles up to month-end.
2. 2Xero block pulls the latest bank transactions. For a bank with no API, a Stagehand block logs into the portal and downloads the statement instead.
3. 3NetSuite or QuickBooks block pulls the GL entries for the period.
4. 4Code block matches bank lines to GL entries on amount, date, and reference.
5. 5Condition block separates clean matches from the exceptions.
6. 6ERP block clears the matched items, and a Slack block sends each unmatched item to its owner with the surrounding detail.
7. 7Data Table block tracks open items until they are cleared.

Your team spends its time on the exceptions that need judgment, not on ticking off matches. The matching runs the same way every day, and the trail shows what cleared and why.