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Financials
Bank Reconciliations

Automated Bank Reconciliations

Gravity provides the ability to automate the bank reconciliation from a connected bank or credit card, or from an uploaded bank activity CSV file. See File Imports

The Automated Bank Matching screen can by access from two areas:

From the Bank Reconciliation screen.

Automated bank matching from the bank reconciliation screen in Gravity


Alternatively it can be called from the System Settings Menu

Automated bank matching from the System Setup screen in Gravity