Bank Reconciliation

Save hours of admin time in reconciling payments and expenses with Squeegee's seamless integration with Go Cardless. Use the intelligent matching system to speed through all transactions within any date range.

Tired of sitting with your billing system on one screen and your bank account on another, manually matching payments for hours? It’s time to simplify.

With Squeegee’s Bank Reconciliation feature, you can:

✅ Import transactions directly from your bank account ✅ Match payments to the correct customers and invoices ✅ Automatically match or create expense transactions ✅ Eliminate manual data entry and reduce costly errors


Match all transactions in just a few easy steps

Sync all transactions within any date range for fast and easy reconciliation.

Intelligent Matching That Gets Smarter Over Time Squeegee’s smart matcher works hard so you don’t have to:

  • Displays a confidence percentage for each potential match
  • Learns from your actions—improving match accuracy over time
  • Suggests similar unmatched transactions so you can reconcile in batches

The more you use it, the faster and smarter it becomes—saving you time every time you log in.

Reconciling expenses

Easily set the tax rate for each expense type in Squeegee to ensure your expense records are always accurate and compliant—making end-of-year accounting and reporting a breeze.

Accurate Tax Reporting Made Simple Ensure your reports always reflect the correct amount of tax due by setting the right tax rate for each expense type during the reconciliation process.

With Squeegee’s global expense categories, tax rates are pre-set automatically—you just make adjustments if needed before reconciling. It’s quick, reliable, and keeps your reporting spot on.

How bank reconciliation has helped our customers with their financial admin

save time and money like these businesses

Squeegee takes care of it all - I couldn't run my business without it!

From managing my client appointments to reconciling my accounts, Squeegee takes care of it all. The admin side of things can really bog you down when you're a small business but with Squeegee's streamlined process and integrations such as Stripe, it's become effortless. I have saved so much time thanks to Squeegee that I now have more time to focus on my creativity and the things I love. I couldn't run my business without it!

An absolute Powerhouse

Squeegee has evolved into an absolute power house in the last couple of years. Customer service, Planning & replanning, Quotes & Invoicing, Billing and payments, Any device. Any time. One app. One subscription. Absolutely essential for any appointment based business. Wouldn’t be without it. Thank you!

Now I have Squeegee I’ve never looked back

Now I have Squeegee I’ve never looked back, this app has saved so much time when billing a customer, booking in work takes 30 seconds, adding a new customers and service takes no time at all and it’s great when pinning the address on the map so I will never do the wrong garden again!! Being able to see each customers rolling bill is great and helpful for reminding customers to pay. Invoicing customers is a few taps and it’s sent so easy. Invoices look really professional and love how you can add your own logo to it.

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