Reconciliation Platform
Continuous, automated reconciliation across every account - so your practice's books are always closed, always accurate, always trusted.
Get StartedReconciliation that never falls behind
Continuous
Bank, card, and merchant feeds matched automatically as they arrive - not once a month.
Exception-first
AI surfaces only what needs a human - the 2% that matters, not the 98% that doesn't.
Audit-ready
A clean, documented trail for every match - books you and your CPA can stand behind.
Watch the Lucid platform in action
Books that are always closed, not closed once a month
Traditional reconciliation happens once a month, in a rush, and anything that does not match becomes a time-consuming hunt. Until it is done, you are making decisions on numbers that might move. For a busy practice, that is a real risk hiding in plain sight.
Lucid reconciles continuously. Bank, card, and merchant feeds are matched automatically as they arrive, and the AI surfaces only the exceptions that genuinely need a human - the small percentage that matters, not the mountain that does not. The result is books that are always closed, always accurate, and always ready for your CPA or an audit.
Continuous matching, exception-first review
Feeds arrive and match automatically
Every bank, card, and merchant transaction is matched against your books as it comes in - continuously, not monthly.
AI surfaces only the exceptions
The engine clears the routine matches and flags the small share that needs a human decision, with context attached.
Your team resolves and moves on
You and your dedicated CPA handle the exceptions quickly, and your books stay closed and audit-ready at all times.
Good to know
How often does reconciliation run?
Continuously. Transactions are matched as they arrive, so your books never fall a month behind.
Is it included in my plan?
Yes - the Reconciliation platform is included with Lucid Bookkeeping.
What happens when something does not match?
Only true exceptions are surfaced, with context, so you and your CPA can resolve them fast - no hunting through the 98% that reconciled cleanly.
Will my CPA be able to trust these books?
Yes. Every match keeps a clean, documented trail built for review and audits.