Bank reconciliation, automated
Reconcile QuickBooks 65% faster
and undo any mistake in one click.
Elate connects to your bank and QuickBooks, auto-matches transactions, auto-creates missing book entries, and posts adjustments for fees and FX — all reversible. Built for bookkeepers and CPA firms who close monthly.
Bank-grade encryption · Plaid-secured · SOC 2 in progress · Cancel anytime
Built for bookkeepers and CPA firms who reconcile QuickBooks Online for SMB clients — and for finance teams closing their own books monthly.
What it does
Six things Elate does that QuickBooks doesn't.
QuickBooks is great at recording transactions. Elate is built for the month-end close around them.
Reversible reconciliation
One click undoes a match, deletes the journal entry in QuickBooks, and reverses every document Elate created. Reconcile without fear of permanent mistakes.
Auto-match with confidence scoring
Our 50+ operator matching engine handles 1-to-many and many-to-1 group matches automatically — the cases QuickBooks asks you to figure out manually.
Create-in-Books
For every orphan bank transaction, Elate proposes the right book entry and posts it to QuickBooks in one click. No more building Bills, Expenses, or JEs by hand.
Auto-adjustments
Bank fees, FX rounding, and write-offs become posted journal entries automatically. Finish month-end without a single hand-typed adjustment.
Rules engine + full audit trail
Every match, post, and reversal is logged with the rule that fired and the confidence score. Repeat patterns become rules. Auditors get everything they need.
Plaid + QuickBooks bidirectional sync
Live bank data in, clean reconciled records out. Works alongside your existing QuickBooks setup, not in place of it.
Real time savings on real books.
A typical month-end on a 100-transaction QuickBooks file:
Without Elate
4-6 hours
- •Match 60-70 bank lines manually
- •Hunt down 10-15 orphan transactions
- •Post 5-10 adjustment journal entries
- •Tick everything off in Reconcile
With Elate
60-90 minutes
- •Review pre-matched transactions (auto-applied above 95% confidence)
- •Approve Create-in-Books suggestions for orphans
- •Adjustments already posted
- •Open Reconcile, finish in minutes
Time savings vary by book quality. Messier books save more.
Why Elate
Finance software is supposed to bring clarity — yet too often it creates confusion, stress, and manual work.
We built Elate around a simple belief:
When your numbers are right, everything feels easier.
Elate exists to remove financial noise, reduce uncertainty, and give teams confidence in their data — across systems, processes, and stages of growth.
Accuracy over speed
Get it right the first time
Clarity over complexity
Simple, focused tools
Reversible by design
Undo anything, anytime
Bank-grade security
Plaid-secured bank connections, encrypted credentials, and a full audit trail on every change. SOC 2 in progress.
Close your next month-end in 60 minutes.
7-day free trial. No credit card. Reverse anything you don't like.
Start 7-day free trial