Automate bank reconciliation — payments match themselves.
With finAPI access configured, bank transactions can be assigned to outstanding invoices. Reconciliation distinguishes clear matches, suggestions for review and manual assignments. Check unresolved transactions and the actual balance before following up an overdue invoice.
Confident matching and suggestions
Bank reconciliation distinguishes confident matches, suggestions for review and manual assignments. Suitable bank and provider configuration is required. Automatic matching of every payment is not promised.
Participation and setup
This feature belongs to the closed management beta. Scope and setup are discussed with the school.
How to automate bank reconciliation
- Connect the bank account via finAPI
Link your business account through finAPI and approve access with SCA (strong customer authentication). RoadReview then reads transactions strictly read-only.
- Let the daily sync run
Transactions are synchronised automatically every day — you no longer import or retype bank statements.
- Review suggestions and enable auto-match
The matching engine assigns payments with a score and reasoning. Confident matches are booked "paid" automatically; unclear ones you assign manually or ignore.
- Keep open items in view
Because paid invoices close immediately, the list of open items stays current — the basis for accurate dunning.
Frequently asked questions
Who checks uncertain matches?
Authorised users review suggestions, confirm them or make a manual assignment.
What is needed for setup?
Bank access, provider and school setup are clarified for the specific beta use.
How do we get access?
Apply for the closed beta. Conditions and participation are discussed personally.
Help shape the management beta.
We discuss scope, setup and conditions before arranging participation. Applying does not activate access.