Bank reconciliation - from a CSV import to an approved match
Bring in bank transactions through a secure login to the bank account or a CSV import, and the platform suggests the invoice or expense each line most likely belongs to. Every suggestion waits for your approval before it reaches the books.
What bank reconciliation does
Bank reconciliation is the process that links a line on a bank statement to the invoice or expense it is probably paying. In Lynxbe you import a CSV file from the bank - in the Hapoalim, Leumi, Discount, Mizrahi-Tefahot or a generic CSV format - and the platform suggests the likely match for every transaction, with an explanation of what the suggestion is based on. No suggestion is written on its own: it waits for your approval, and a transaction with no candidate stays on an unmatched list with ranked suggestions to choose from.
What bank reconciliation actually does
Bank login or CSV import
Connect the bank account through a secure login (open banking) - Hapoalim, Leumi, Discount, Mizrahi Tefahot, First International and more, plus the card companies - and transactions are pulled in on a schedule. You can also import a CSV from Hapoalim, Leumi, Discount, Mizrahi Tefahot or a generic CSV. The bank connection is opening to customers gradually.
Match suggestions by amount and date
For every imported transaction the platform looks for a matching invoice or expense, and shows the suggestion with an explanation, so you know what the suggestion is based on.
Every match is approved by a person
No match is saved automatically. Every suggestion, even an obvious one, goes through an approval screen before it is written to the books - so the account always reflects a decision you approved, not a guess the platform made.
An optional AI layer for the hard cases
For transactions with no clear match, you can turn on an AI layer that suggests a match with an explanation. An AI suggestion is not saved on its own either - it waits for the same approval as any other suggestion.
Unmatched transactions stay tracked, not lost
A transaction with no suitable candidate stays on an unmatched list with ranked candidates to choose from manually, or can be explicitly marked 'ignore' - two different outcomes, so open transactions never pile up untracked.
Import history for every bank account
Every bank account shows when a file was last imported into it, how many transactions arrived and how many were matched - one picture of each account's reconciliation state, not just the latest transaction.
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Create workflows that span multiple modules. Book → Invoice → Remind → Follow-up.
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See How Modules Work Together
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WhatsApp + CRM
See full customer history when they message. Auto-tag contacts, track conversations, and personalize responses based on purchase history.
Booking + Invoicing
Auto-generate invoices when appointments complete. Send payment reminders, track revenue by service, and reconcile automatically.
Payments + Booking
Collect deposits at booking time. Deposits and reminders can reduce no-shows. Process full payments, offer installments, and manage refunds.
AI + WhatsApp
24/7 intelligent responses. Answer FAQs, book appointments, send quotes - all automatically while you sleep.
Contracts + Payments
Auto-trigger payment collection when contract is signed. No chasing clients - funds transfer on signature.
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See how 3 and 4 modules create complete business workflows
Smart Booking Experience
Booking + WhatsApp + CRM
Customer books online → WhatsApp confirmation with their name from CRM → Personalized reminder with past service history → Post-visit follow-up based on preferences
Automated Billing Cycle
Invoicing + Payments + Email
Invoice generated → Payment link embedded → Email sent → Reminder at 7 days → Thank you email on payment → Receipt auto-delivered
24/7 Smart Scheduler
AI + WhatsApp + Booking
Customer messages at 2am → AI understands intent → Shows available slots → Books appointment → Confirms instantly → No human needed
Smart Call Center
Voice + CRM + Analytics
Call comes in → Customer card pops up with full history → Agent sees previous purchases & preferences → Call logged automatically → Analytics tracks call duration, outcomes & agent performance
Multi-Channel Reminders
SMS + WhatsApp + Booking
Customer books appointment → WhatsApp confirmation sent → SMS reminder 24h before → WhatsApp reminder 1h before → No-show? Auto-reschedule message sent on both channels
Omnichannel AI Support
Voice + WhatsApp + AI
Customer calls → AI voice assistant answers → Can't resolve? Transfers to WhatsApp for detailed help → AI continues conversation seamlessly → Full transcript saved
Complete Service Business
CRM + Booking + Invoicing + Payments
New customer added to CRM → Books service → Appointment completed → Invoice auto-generated with customer details → Payment collected → History updated in CRM
Intelligent Customer Engagement
CRM + AI + WhatsApp + Analytics
AI identifies high-value customers in CRM → Sends personalized WhatsApp offers → Tracks engagement → Analytics shows ROI → AI optimizes next campaign
Deal Closing Machine
CRM + Contracts + Payments + Email
Lead marked 'ready' in CRM → Contract auto-generated with details → Sent for e-signature → Payment triggered on sign → Welcome email sent → Deal closed
Bank reconciliation FAQ
How do bank transactions get into the platform
How does the platform decide which invoice or expense a transaction matches
Is a match saved automatically or does it need approval
What happens to a bank transaction with no match
Is there AI in bank reconciliation
Which plan includes bank reconciliation
We will show you how a CSV import becomes matched invoices and expenses, with every suggestion waiting for your approval and nothing written on its own.
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