Reconciliation that runs itself

Fincline connects your bank, QuickBooks and inbox — and matches payments to invoices automatically. See how it works.

🏦 Bank Account 📊 QuickBooks & Xero ✉️ Gmail & Outlook ⚡ AI Matching
12 hrs
Saved per week
94%
Auto-match rate
60 days
Free trial
Interactive walkthrough · 8 screens · no sign-up needed
Dashboard / Good morning, Sarah · March 13, 2026

Good morning, Sarah 👋

Here's what Fincline processed overnight while you were away.

Auto-Matched
✓
$84,320
94% match rate today
Needs Review
⏳
$12,450
4 transactions flagged
AP Bills Captured
📧
$31,880
8 invoices from inbox today
Overdue AR
!
$28,750
2 invoices past 30 days
📊
Monthly Cash Received
Last 6 months
Oct
Nov
Dec
Jan
Feb
Mar ▲
Received: $412,800
Paid out: $298,400
🎯
Match Distribution
147 transactions · March
94% matched
Auto-matched138
Needs review6
Unmatched3
⚡
Today's Transactions
Auto-refreshed · 2 min ago
TimeSenderAmountMatched toConfidenceStatus
08:14
Vertex Solutions LLC
ACH · Chase Bank
$12,500.00INV-2024-0891
97%
✓ Auto-matched
07:52
Meridian Group
Wire · Wells Fargo
$8,750.00INV-2024-0887
91%
✓ Auto-matched
07:31
Unknown sender
ACH · No memo
$4,200.003 possible matches
62%
⚠ Review needed
06:58
Pinnacle Tech Inc
Wire · Citibank
$22,400.00INV-2024-0882
99%
✓ Auto-matched

Payment Matching

Fincline has processed 147 transactions this month. 4 need your review.

⏳ 4 pending review ✓ 138 auto-matched ✗ 3 unmatched
⚠
Needs Your Review
Low confidence — confirm or reassign
Payment receivedAmountBest match foundConfidenceWhy flaggedAction
Unknown ACH
Mar 13 · 07:31 · No reference
$4,200.00INV-2024-0879
Cascade Systems · $4,200
62%
Amount only
Hawthorne Ltd
Mar 13 · 06:15 · Partial ref
$7,500.00INV-2024-0875
Hawthorne Ltd · $7,500
78%
Name + amount
✓
Recently Auto-Matched
Confidence >90% · Pushed to QuickBooks
PaymentAmountInvoice matchedConfidenceMethod
Vertex Solutions LLC
Mar 13 · 08:14
$12,500.00INV-2024-0891
97%
🤖 AI · Remittance email
Pinnacle Tech Inc
Mar 13 · 06:58
$22,400.00INV-2024-0882
99%
⚡ Rule · Exact ref
Meridian Group
Mar 13 · 07:52
$8,750.00INV-2024-0887
91%
🤖 AI · Name + amount

AP Bills Inbox

Vendor invoices captured automatically from your Gmail inbox — ready to push to QuickBooks.

Captured Today
📧
8
From Gmail inbox
Awaiting Approval
⏳
3
Your review needed
Pushed to QBO
✓
5
High confidence · auto-sent
📧
Invoices from Email
AI parsed · Ready to push to QuickBooks
ReceivedVendorInvoice #AmountDueParserConfidenceAction
Today 09:12
AWS Cloud Services
billing@aws.amazon.com
AWS-2026-03-0441$3,847.22Mar 28Mindee
98%
Today 08:45
Salesforce Inc
invoices@salesforce.com
SF-INV-89234$12,400.00Mar 20 ⚠Veryfi
96%
Today 07:30
Scanned invoice
vendor@supplier.co
— needs review$1,240?Mar 30GPT-4o
58%
⚡
Live Email Parse Processing now
Raw email received
From: billing@adobe.com
Subject: Invoice — Creative Cloud Mar 2026
Date: Mar 13, 2026 · 09:47 AM
Attachment: invoice_CC_march2026.pdf

Dear Fincline Corp,
Please find your invoice attached...
Fincline extracted fields
vendor:      Adobe Inc.
invoice_no:  ADB-2026-03-9812
amount:      $1,188.00
due_date:    2026-04-01
line_items:  CC Team × 12 users
confidence:  97% ✓
qbo_ready:   TRUE — pushed

AR Invoice Tracker

Track every invoice you've sent — who's opened it, who hasn't paid, and what's overdue.

📊
Aging Summary
Outstanding: $68,250
Current
$39,500
1–30 days
$13,750
31–60 days
$10,200
60+ days
$4,800
📧
Email Delivery
24 invoices sent · last 30 days
Delivered & opened18 invoices
Delivered, not opened4 invoices
Follow-up auto-sent3 invoices
Remittance pre-matched2 invoices
📤
Outstanding Invoices
Auto follow-up enabled
InvoiceCustomerAmountDue DateEmail StatusPre-matchAction
INV-2024-0891
Vertex Solutions LLC
$12,500.00Mar 15✓ OpenedRemittance rcvd
INV-2024-0889
Horizon Digital
$18,750.00Mar 10 ⚠Opened, unpaid—
INV-2024-0884
Cascade Systems
$10,000.00Feb 28 🔴2nd reminder sent—

Anomaly Alerts

Fincline monitors every transaction for patterns that don't look right.

Active — needs your attention
⚠️
Duplicate Payment Detected
Two ACH payments of $4,200.00 from Cascade Systems within 48 hours, both referencing INV-2024-0879. Likely a duplicate — hold the second payment before it clears.
Mar 13 · 07:31 AM · Rule DUPE-001
👤
Unknown Payer — $6,800.00
Wire from "THL Consulting Group" — not in QuickBooks. Amount doesn't match any open invoice. Possible misdirected payment.
Mar 13 · 06:22 AM · Rule UNKN-002
Resolved this week
✅
Partial Payment Resolved
Horizon Digital paid $15,000 against $18,750 invoice. Remaining $3,750 flagged. Follow-up scheduled for Mar 18.
Resolved: Mar 11 · 2:14 PM
📅
Stale Match Cleared
INV-2024-0861 (90 days) matched to late ACH from Nordstrom Partners. QuickBooks updated. Invoice closed.
Resolved: Mar 10 · 11:08 AM

Connections

Connect your bank, accounting software and email. Takes under 8 minutes.

✓
Sign up
✓
Company
✓
Bank
✓
Accounting
✓
Email
⊞
Live!
Your Integrations
🏦
Chase Business Checking
Connected via Plaid · Read-only · Last sync 2 min ago · 847 transactions loaded
● Connected
📊
QuickBooks Online
Connected · 142 invoices synced · 38 customers imported
● Connected
✉️
Gmail · sarah@fincline.com
Connected · Read-only OAuth · 8 AP invoices captured today
● Connected
📧
Microsoft Outlook
Optional second inbox — connect to capture more vendor bills
🔵
Xero
Alternative to QuickBooks — switch any time

Settings

Control how Fincline matches, alerts and syncs for your business.

⇄
Matching Rules
Auto-apply matches above 90%
Push to QuickBooks immediately, no review needed
Hold 70–90% for one-click review
Show in matching inbox before applying
Fuzzy vendor name matching
Match "Vertex Sol." to "Vertex Solutions LLC"
Partial payment detection
Flag payments that don't match the invoice total exactly
🔔
Alert Preferences
Duplicate payment alerts
Email + dashboard notification immediately
Unknown payer alerts
Flag any unrecognised sender straight away
Overdue invoice reminders
Auto follow-up emails at 7, 14, and 30 days
Daily morning digest
Email summary at 8:00 AM every weekday
📧
Email Ingestion
AP bill auto-capture
Detect and parse vendor invoices from inbox
Remittance pre-matching
Match remittance emails before the ACH clears
Store email body content
Keep raw email text (default: metadata only)
🔄
Sync Schedule
Bank sync
Chase via Plaid webhooks
Real-time
QuickBooks sync
Bidirectional · invoices, customers, payments
Every 15 min
Email scan
Gmail inbox via webhook
Every 5 min

One plan. Everything included.

No tiers, no per-user fees, no surprises.

Monthly
$29/month
Cancel any time · No commitment
  • 1 bank account (via Plaid)
  • QuickBooks or Xero sync
  • Gmail or Outlook inbox
  • AI payment matching
  • AP bill capture & parsing
  • AR invoice tracking
  • Anomaly & fraud alerts
  • Full audit trail
BEST VALUE
Annual
$249/year
$20.75/month · Save $99 vs monthly
  • Everything in Monthly
  • Priority email support
  • 90-day transaction history
  • CSV export any time
  • Early access to new features
  • One billing decision a year

If reconciliation takes your bookkeeper 12 hours a week at $25/hour, that's $1,200/month in labour.
Fincline costs $20.75/month. You're ahead from day one.