Get started with Accounting Automation

With Accounting Automation, month-end close becomes effortless. re:cap streamlines the process, giving you full visibility into your financial data. Easily match invoices with transactions and send your tax advisor a clean, structured data set.

How do you get started?

1. Connect your bank accounts

Start by connecting your bank accounts. This allows re:cap to automatically access transactions. Read through this article to see how to connect your bank accounts.

2. Forward invoices to your dedicated inbox

Simply send invoices to your re:cap email address. They’ll be processed automatically and appear on the platform – ready for review.

3. Or: Upload invoices manually

Prefer manual uploads? No problem. Use bulk upload to add invoices directly to the platform. re:cap will process them for you.

4. Check your dashboard

With your bank accounts connected and invoices uploaded, reconciliation begins. Your dashboard shows reconciled, unreconciled, and missing invoices. You know the status quo of your month-end close at a glance.

5. Identify missing invoices

See which transactions still need an invoice. Request missing documents directly via email from your team.

6. Confirm matches of invoices <> transactions

re:cap suggests invoice-transaction matches automatically. Simply review and confirm.

7. Export for your tax advisor

Generate a neat ZIP file with all reconciled invoices and transactions – ready to send to your tax advisor.