The easiest way to reconcile card statements

Upload a credit card or bank statement as a PDF or CSV. ExpenseMonkey matches every line to your expenses and highlights the ones with no matching expense.
A card statement with five lines matched to expenses and one line with no expense

See which card charges have no expense

Upload the statement

Upload a credit card or bank statement as a PDF or CSV. There is no bank connection to set up.

Matched automatically

ExpenseMonkey matches each statement line to the expenses your team has already submitted.

Missing ones highlighted

Statement lines with no matching expense are highlighted, so you know exactly what to chase.

Upload a card or bank statement

Reconciliation starts with the statement you already have. Upload your credit card or bank statement as a PDF or CSV and the matching starts from there.

Uploading a card statement as a PDF and a bank statement as a CSV
Statement lines matched one to one with expenses

Every charge matched to an expense

ExpenseMonkey compares the statement with your expenses and pairs them up for you. Nobody has to tick off a statement line by line.

Statement lines matched to expenses automatically

Works with PDF and CSV statements

Unmatched lines stand out

Know which expenses are missing

A charge with no matching expense is highlighted. You see which expenses are still missing before the books close.

ExpenseMonkey is an expense management app for small businesses that scans receipts, routes approvals and syncs approved expenses to Xero and QuickBooks.

Reconciliation result showing 3 missing expenses highlighted and 14 matched

Credit card reconciliation FAQ

What is credit card reconciliation?

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Credit card reconciliation means checking that every charge on a card statement has a matching expense record. It shows which charges are still missing an expense.

How does reconciliation work in ExpenseMonkey?

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You upload a credit card or bank statement. ExpenseMonkey matches each line to your expenses and highlights the lines with no matching expense.

Which statements and formats can I upload?

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A credit card statement or a bank statement, as a PDF or a CSV file.

Do I need to connect my bank account?

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No. Reconciliation works from a statement you upload.

What happens to charges with no matching expense?

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ExpenseMonkey highlights them, so you can see which expenses are missing and follow up.

Which plans include credit card reconciliation?

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All of them. It is included in the free Light plan and in Pro, which costs $4.99 per seat per month, billed yearly.

Stop ticking off statements by hand

Upload a statement and see what is matched and what is missing. It is in every plan, including the free one.

Get started
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