Accounting automation is not a separate product. It is the part of re:cap that processes your incoming and outgoing invoices and reconciles them against your bank transactions. You will find it in the app under Analysis.
That reconciled data is what makes the rest of the platform accurate. Analysis, forecasting and the agentic advisory built on them all depend on knowing what a transaction was actually for, which is what an invoice tells you.
What it covers
- Collecting and organising receipts and invoices, so they sit in one place.
- Categorising transactions by matching them to receipts and invoices.
- Reconciling accounts: comparing bank statements, card transactions and bookkeeping records so everything lines up.
- Tracking outstanding payments, so you know who owes you and who you still need to pay.
Why it matters
- It makes your numbers trustworthy. A transaction with an invoice behind it can be categorised correctly. One without it is a guess, and every metric built on that transaction inherits the guess.
- It saves time at month end. Accountants and tax advisors work faster when the data is organised, which means fewer billable hours and no scramble before deadlines.
- It reduces errors. Messy records increase the risk of filing errors and penalties.
- It matters when you raise. Clean records are what a capital provider expects to see, and they are what lets re:cap tell you what you could raise with any precision.
What data it runs on
Cash transactions, and incoming and outgoing invoices.
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