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
Product demo video coming soon
30-second walkthrough: match → post → reverse
Built for bookkeepers and CPA firms who reconcile QuickBooks Online for SMB clients — and for finance teams closing their own books monthly.
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.