Bank reconciliation & imports

Match money in and out against your invoices and costs to keep the books clean.

Importing transactions

• Go to Reconciliation or Bank Import and upload a statement — spreadsheet/CSV, or XML/PDF from your

bank, Wise or Stripe.

• Solvent parses the lines and proposes matches to open invoices (income) and costs (expenses).

Matching

• Confirm proposed matches, or combine several open items into one payment.
• Unmatched lines can be categorised as costs or other income.

Tips

• Import regularly (e.g. monthly) so VAT/threshold figures stay current.
• Connecting Wise (or later, open banking) can automate the feed so you import less by hand.

See also

• Getting started — core concepts
• Connecting bank feeds (Wise, Revolut) — automate your imports
• Invoicing & subscriptions — match payments to invoices
• Costs & expenses — categorise and reconcile business expenses
• Compliance tracking — ensure your books stay current for tax

Advisory: reconciliation helps you stay oriented; your accountant remains responsible for the statutory books.