BankRecon

6.8easy start · #4 of 21
in Account Reconciliation Software

Free to practise onnot on record
Free trialyes
Well documentedyes
Runs where you worknot on record

Runs on Web.

BankRecon is ranked #4 of 21 in account reconciliation software on The Geeks Club. It runs on Web. A free trial is offered.

BankRecon plans and pricing

All plans

Standard Not published 1–3 entities · 3–10 bank accounts · up to ~10,000 transactions/month · up to 10 users bankrecon.io · 29 Sept 2026

Starter Not published 1 entity · 1–2 bank accounts · up to ~500 transactions/month · 1 user bankrecon.io · 29 Sept 2026

Pro Not published 3+ entities · 10+ bank accounts · 10,000–100,000 transactions/month · 10–50 users bankrecon.io · 29 Sept 2026

Enterprise Not published 500+ employees · high-volume reconciliation · custom compliance requirements · 50+ users bankrecon.io · 29 Sept 2026

Compared on account reconciliation software

Matching automation: ai
Exception workflows: Yes
Multi-entity support: Yes
Account limit: 2 accounts
Approval controls: Yes

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The record

Purpose: BankRecon is bank reconciliation software built for gas and welding distributors and accounting teams.
Matching: It runs configured rules first, then presents AI-ranked suggestions for remaining unmatched transactions for a person to review and approve.
Rule memory: An approved match can become a permanent rule for future reconciliations.
Imports: Bank statements can be uploaded as .xlsx or .csv, with columns for date, amount, and description automatically detected.
Accounting integrations: GL data can be imported from systems that export .xlsx or .csv, including QuickBooks, Sage, NetSuite, and Xero; Pro and Enterprise add direct ERP integration.
Bank connections: The site says BankRecon does not pull bank data using direct credentials; users upload bank statements.
Audit trail: Every action is logged to a per-user audit trail, and closed reconciliation periods are permanently locked and immutable.
Security: The privacy policy states that data is encrypted in transit with TLS 1.2+ and at rest with AES-256, and hosted on Microsoft Azure.
Data handling: The privacy policy says uploaded financial data is used to provide the service and is not sold or shared with third-party analytics, advertising, or data brokerage services.
Support: Listed support ranges from email for Starter, priority email for Standard, a dedicated support engineer for Pro, and a named account team for Enterprise.
Trial: The site invites users to start a free trial with no credit card required and says they can cancel anytime; it does not state a trial duration.
Maker: The site identifies CF Automation as a DBA of Crafty Fuen, LLC, established in 2024.
Company background: The About page describes CF Automation as a software automation company and says BankRecon began as a custom project for a regional welding distributor.
Founded: 2024

Where it ranks on The Geeks Club

Best Account Reconciliation Software in 2026#4 of 21

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Sources

bankrecon.io· checked 29 Sept 2026
bankrecon.io/privacy· checked 29 Sept 2026
bankrecon.io/about· checked 29 Sept 2026