TL;DR - Compare statement records with the book, review unmatched items and retain reconciliation evidence. Direct feeds and supported formats require a confirmed configuration.
Review the statement and the book
Reconciliation compares bank statement records with financial records for the relevant book and period. Review matches, differences and unresolved items before treating the reconciliation as complete.
Agree the connection scope
No named-bank direct connection or unlimited bank-feed allowance is established by this page. Confirm supported statement formats, connection credentials, review permissions and the account agreement separately.
Use Platform Accounting for its app scope, or your existing EBS agreement for contracted accounting inclusions. Review the Platform app budget separately.