---
title: "Banking: Bring reconciliation out of the spreadsheet. | R&D COPILOT"
lang: en
canonical: https://banking.rdcopilot.com/en/products/banking/
content_version: c9ec1a6a1887e5d76be71ad198e9b45a01df063b1a143d54045f0771f94303ce
contact: https://rdcopilot.com/contact/
---

[Home](https://rdcopilot.com/)/[Products](https://rdcopilot.com/products/)/Banking

Finance & people

# Bring reconciliation out of the spreadsheet.

Connect supported bank exports to finance workflows, with proposed matches and visible exceptions.

[Request a scoped quote](https://rdcopilot.com/contact/?product=banking) [Request access](https://rdcopilot.com/account/?product=banking)

Offered by inquiry. We agree your workflow, data policy and implementation scope before confirming availability or access.

A closer look

## See the work, screen by screen.

[![Bank and ledger entries with an exact match proposed.](https://banking.rdcopilot.com/product-demos/banking/gallery-overview-en.png)View full size](https://banking.rdcopilot.com/product-demos/banking/gallery-overview-en.png)

Bank and ledger entries with an exact match proposed.

[![Accepted receipt match and a bank-fee difference set aside for review.](https://banking.rdcopilot.com/product-demos/banking/gallery-detail-en.png)View full size](https://banking.rdcopilot.com/product-demos/banking/gallery-detail-en.png)

Accepted receipt match and a bank-fee difference set aside for review.

Swipe or use the arrows to explore.

Image 1 of 2

A practical implementation

## Build around  
your workflow.

-   Bank statement import assessment
-   Proposed transaction matching
-   Reviewed reconciliation exceptions

We agree these features as part of your implementation scope. The proposal confirms integrations, licensing and requirements for regulated workflows.

Product destination: [banking.rdcopilot.com](https://banking.rdcopilot.com/)

Workflow in focus

### Banking

Finance imports a supported statement, reviews proposed matches and resolves the remaining differences.

Before the build

## A proposal that fits  
your actual business.

Share the process you want to improve. We will ask about your team, current tools, data and the outcome that matters.

[Discuss this product](https://rdcopilot.com/contact/?product=banking)

-   What is the current workflow and biggest bottleneck?
-   Which systems must connect, and who uses them?
-   What data boundaries and EU hosting requirements apply?
-   What budget, timing and success criteria make sense?

## Connected offers

[![Research notebook with pilot questions, a brief and source evidence.](https://ai.rdcopilot.com/product-demos/ai/gallery-overview-en.png)](https://ai.rdcopilot.com/en/products/ai/)

AI copilots

### [AI Copilot](https://ai.rdcopilot.com/en/products/ai/)

Give your team a copilot that knows the work.

[Explore product](https://ai.rdcopilot.com/en/products/ai/) [RDC overview](https://rdcopilot.com/products/ai/)

[ai.rdcopilot.com](https://ai.rdcopilot.com/)

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### [ERP](https://erp.rdcopilot.com/en/products/erp/)

One connected view of your business.

[Explore product](https://erp.rdcopilot.com/en/products/erp/) [RDC overview](https://rdcopilot.com/products/erp/)

[erp.rdcopilot.com](https://erp.rdcopilot.com/)

[![Opportunity board with relationship details and activity history.](https://crm.rdcopilot.com/product-demos/crm/gallery-overview-en.png)](https://crm.rdcopilot.com/en/products/crm/)

Business systems

### [CRM](https://crm.rdcopilot.com/en/products/crm/)

Turn conversations into a clearer pipeline.

[Explore product](https://crm.rdcopilot.com/en/products/crm/) [RDC overview](https://rdcopilot.com/products/crm/)

[crm.rdcopilot.com](https://crm.rdcopilot.com/)