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Family-office reconciliation

Every bank statement,
reconciled and ready for Xero.

Ingest statements from every bank and custodian, harmonise them into a single verified ledger through per-institution connectors, and export Xero-ready data in one click — across many entities and many Xero installs.

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Upload

Drop a month of bank & custodian statements — CSV or Excel — and link each to an account.

Harmonise

Per-institution connectors normalise every statement into one unified, verified ledger.

Export

Download a Xero-ready import in one click, scoped to the account, period, or batch.