Statement import
Import movement data and review its bank-account mapping.
Bank reconciliation
Operate this workflow by text or voice. Jabr executes changes after your approval.
Bank reconciliation with AI. Upload the statement and review differences.
Upload a statement and ask Jabr to match it to the books and explain differences. It prepares matching and identifies unresolved movements and items needing clarification. Request the appropriate treatment, review it and approve changes in the conversation.
Pro trial. No credit card required.
You request. Jabr does the work.Illustrative AI-operated workflow
“The bank and book balances differ. Show me unmatched movements.”
Statement balance
The balance and closing date supplied from your statement.
Book balance
Account balance at the comparison date.
Items to follow
Entries and movements to investigate before completing reconciliation.
Review illustration. A difference is not automatically a new expense or revenue; treatment depends on its cause and evidence.
Different balances need an explanation.
An unrecorded fee, a deposit in transit or a different recording date can explain a gap. Review the reason and evidence before preparing a correction.
What Jabr helps you do
Transaction matching
Link a bank movement to an existing entry and track its matching status.
Differences to review
See unmatched items and identify those needing evidence or treatment.
Balance at the statement date
Compare both balances at the same date instead of using today’s balance.
From your request to execution
Request the work
Type or speak in your own words and provide the information or evidence for the activity.
Jabr prepares. You review
Jabr uses your records to prepare steps, accounts and amounts and identifies information to complete or review.
Approve changes and follow the result
After approval, Jabr executes changes. Ask about their effects on documents, balances and reports, or request the next step.
Getting started and following up
Import and set the date
Choose the bank account and enter the statement balance and date.
Match and review
Check matches and unresolved items against evidence.
Resolve the cause
Record a verified missing transaction or follow a timing difference.
Choose the plan for your work
The core capability starts on Free. AI and voice start on Pro; advanced features depend on plan.
Before you start
Do I need a direct bank connection?
No. You can start with statement import. Direct connections depend on provider release and availability to your company.
Does matching record sales again?
Matching links the movement to an existing record. A missing transaction needs separate review and preparation before recording.
What is Jabr’s approach to this work?
Request work in your own words. Jabr reads the records, operates the appropriate tools and prepares connected steps, then executes changes after your approval. Ask about the result or request the next step in the same conversation. Application screens are also available if you prefer them.
Keep the next task in the same books
Jabr prepares and executes. You review and approve.
Request your first task. Jabr prepares and executes after approval.
Pro trial. No credit card required.