Bank Reconciliation Automation
Reduce manual reconciliation work and close client books faster with an automated, controlled workflow built for US CPA firms.
Trusted by US Accounting Practices
Trained in US GAAP & IRS Compliance
QuickBooks | Xero | Sage Intacct
Automated Bank Reconciliation For High-Volume Accounting Work
Bank reconciliation is one of the most repetitive and time-consuming tasks for accounting teams. Matching bank transactions with accounting records across multiple clients and accounts can create backlogs, especially during month-end close.
Corby X is our bank reconciliation automation solution, designed to help CPA firms process reconciliations faster and with greater accuracy. It automatically matches bank transactions with accounting entries, flags exceptions, and helps your team review unmatched items efficiently.
Built for firms managing high transaction volumes, Corby X reduces manual effort while giving your team greater control over the reconciliation process.
Enterprise-Grade Data Security & Compliance
We protect vendor bank details, tax IDs and payment files with controlled access and documented processes.
Independent Audit Reports
SOC 2 Type II and/or ISO 27001 status and report date.
US Tax and Privacy Alignment
Processes aligned with IRS recordkeeping expectations and applicable data-protection requirements.
Infrastructure Safeguards
Encryption standard, multi-factor authentication, role-based access, logging.
Payment Fraud Controls
Call-back verification of vendor bank-detail changes and dual approval on payment runs.
Built for High-Volume Bank Reconciliation
From transaction matching to exception flagging, every step is managed within one controlled workflow.
Intelligent Transaction Matching
Automatically matches bank transactions with accounting entries using advanced logic and historical patterns to improve matching accuracy over time.
Scheduled Reconciliation Runs
Schedule reconciliation to run daily, weekly, or on specific dates. Corby X works to your preferred timeline without requiring manual triggers.
Custom Rule-Based Matching
Configure matching rules around your firm’s reconciliation procedures, client requirements, and accounting workflows. Corby X adapts to how your team works.
Exception Flagging and Review
Unmatched transactions are flagged for review, allowing your team to focus on discrepancies that need attention rather than checking every transaction manually.
Reporting Dashboard
Get a clear view of reconciliation status across accounts. Track progress, review exceptions, and monitor outstanding items from one dashboard.
Multi-Account Support
Reconcile multiple bank accounts simultaneously. Corby X supports growing client portfolios and high transaction volumes while keeping the process organized.
Who Corby X Is Built For
Corby X is designed for CPA firms and accounting teams managing high transaction volumes, multiple client accounts, or tight month-end deadlines. It helps practices improve reconciliation efficiency without depending on manual matching.
Small and mid-sized CPA firms
Bookkeeping teams managing multiple clients
Accounting firms handling high-volume client transactions
Firms managing outsourced accounting operations
Enterprise finance and accounting teams
Shared services and centralized accounting teams
What Corby X Improves In Your Reconciliation Process
Corby X helps CPA firms maintain dependable reconciliation processes across multiple clients and accounts. Here’s what automation can improve in your day-to-day operations.
Fewer Hours on Manual Matching
Corby X automates repetitive transaction matching, giving your team more time for financial reviews, client support, and work that requires professional judgment.
Faster Month-End Closing
Scheduled reconciliation runs help keep account records up to date throughout the month. Your team can spend less time clearing reconciliation backlogs during month-end close.
Greater Accuracy Across Accounts
Trend-based matching logic helps improve consistency and reduce manual matching errors over time, supporting more reliable reconciliation across client accounts.
Confidence With High Transaction Volumes
Whether your firm processes hundreds or thousands of transactions each month, Corby X helps maintain a consistent reconciliation workflow without adding to your team’s manual workload.
Full Control Over How Reconciliation Works
Configure matching rules, reconciliation periods, and filters to reflect your firm’s processes. Corby X gives your team flexibility instead of forcing a generic workflow.
Better Audit Readiness and Transparency
Matches, exceptions, and adjustments are tracked within the reconciliation process. This gives your team better visibility for internal reviews, supporting documentation, and client reporting.
See Corby X in Action
Spend less time matching transactions and more time supporting your clients. See how Corby X can fit into your firm’s bank reconciliation workflow.
Ready to Put
Corby X
to Work?
Let’s discuss how CorientBS can help you streamline operations, strengthen financial control and achieve better outcomes.