Bank movements and entries in one accountable workflow.
Import supported bank data, reconcile transactions, and work with a structured ledger for double-entry bookkeeping.
Reconcile transactions
A clear flow, step by step.
- 01Import bank data
- 02Review transactions
- 03Assign documents and accounts
- 04Reconcile entries
What supports the work.
Bank statement import
Integrated into the workflow and designed for day-to-day work.
Transaction reconciliation
Integrated into the workflow and designed for day-to-day work.
Chart of accounts and journals
Integrated into the workflow and designed for day-to-day work.
Double-entry bookkeeping
Integrated into the workflow and designed for day-to-day work.
Supported banks, file formats, account types, and direct connections must be confirmed before activation.
Bank-statement import, transaction endpoints, and ledger modules are present in the product.
Common questions
Can I use Docelix with multiple companies?+
Multiple company workspaces can be supported depending on plan, role, and configuration.
Does Docelix replace professional review?+
No. Docelix structures and assists workflows; responsible people review and approve sensitive finance and tax data.
Which integrations are available?+
Supported email and other connections depend on provider, plan, and individual setup.
See Docelix through your own workflows.
In a personal demo, we focus on the workspaces that matter to your business.