Get started with accounting automation

Accounting automation processes your invoices and reconciles them against your bank transactions. You will find it in the app under Analysis. Once it is running, month-end close is faster and the transaction data behind your metrics is accurate rather than inferred.

How do you get started?

1. Connect your bank accounts

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

2. Forward invoices to your dedicated inbox

Send invoices to your re:cap email address. They are processed automatically and appear on the platform, ready for review.

3. Or upload invoices manually

Prefer manual uploads? Use bulk upload to add invoices directly to the platform and re:cap will process them.

4. Check your dashboard

With bank accounts connected and invoices uploaded, reconciliation begins. Your dashboard shows reconciled, unreconciled and missing invoices, so you can see the state of your month-end close at a glance.

5. Identify missing invoices

See which transactions still need an invoice, and request the missing documents from your team by email.

6. Confirm invoice and transaction matches

re:cap suggests matches automatically. Review and confirm them.

7. Export for your tax advisor

Generate a ZIP file with all reconciled invoices and transactions, ready to send on.