Bank Rec

Bank Rec

Treasury Software
Bank Rec Maxima

Related Products

  • Xero
    4.4 out of 5 stars 6,139 Ratings
    Visit Website for Xero
  • Melio
    4.1 out of 5 stars 2,214 Ratings
    Visit Website for Melio
  • FISPAN
    5.0 out of 5 stars 5 Ratings
    Visit Website for FISPAN
  • SBS Banking Platform
    4.5 out of 5 stars 29 Ratings
  • DataBuck
    4.8 out of 5 stars 6 Ratings
    Visit Website for DataBuck
  • Order.co
    4.6 out of 5 stars 228 Ratings
    Visit Website for Order.co
  • Banker's Dashboard
    4.8 out of 5 stars 6 Ratings
    Visit Website for Banker's Dashboard
  • North One
    4.5 out of 5 stars 5,042 Ratings
    Visit Website for North One
  • Transformify (TFY)
    4.4 out of 5 stars 58 Ratings
    Visit Website for Transformify (TFY)
  • AgeChecker.Net
    5.0 out of 5 stars 3 Ratings
    Visit Website for AgeChecker.Net
Bank Rec:

About

Bank Rec™ takes the pain out of reconciling your bank accounts. Quickly and easily (and dare we say fun?) reconcile your bank accounts. Free your staff from time-consuming 'ticking and tying'. Matched records are tagged with an 'audit trail number', so you can easily research and report. Unmatched records are 'rolled forward' to each subsequent period until matched. Run a reconciliation report, even if you're out of balance (we'll recommend a journal entry). Additional reports are available in our bank reconciliation report library. Enables them to turn what may have been a 'one-person' job into a documented process that allows for consistency and personnel/operational backup. Easily works with any file saved in Excel/CSV/BAI from their bank or accounting package. The matching rules used can be ours or you can create your own bank reconciliation matching rules. Exception reports tell you why items didn't match, saving time in research and enabling you to focus on high exposure items.
Maxima:

About

Maxima is an agentic AI accounting and financial close automation platform built to transform enterprise record-to-report workflows by automating the most manual, error-prone tasks such as journal entries, reconciliations, transaction matching, variance and flux analysis, and close operations while keeping humans in control and compliant with audit standards like SOX. Its specialized AI agents pull data across systems, unify financial context with an Enterprise Finance Graph, generate logic-based journals at scale, validate general ledger accuracy in real time, and provide step-by-step evidence and audit trails so accounting teams can review rather than manually prepare work. Maxima works alongside existing ERPs, posting back automated entries, and consolidates tasks, reconciliations, and reporting into a single platform that reduces close time by days and eliminates repetitive workloads with up to high automation coverage.
Bank Rec:

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Maxima:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Bank Rec:

Audience

Companies and professionals in search of a solution to streamline their legacy reconciliation processes
Maxima:

Audience

Enterprise accounting and finance teams requiring a tool to automate and accelerate financial close, journal entries, and reconciliation tasks with AI
Bank Rec:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
Maxima:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
Bank Rec:

API

Offers API Not Supported
Maxima:

API

Offers API Not Supported
Bank Rec:

Screenshots and Videos

Maxima:

Screenshots and Videos

Bank Rec:

Pricing

$199.95 per month
Free Version Not Supported
Free Trial Supported
Maxima:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
Bank Rec:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
Maxima:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
Bank Rec:

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported
Maxima:

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported
Bank Rec:

Company Information

Treasury Software
United States
www.treasurysoftware.com/bank-reconciliation/bank-reconciliation.aspx
Maxima:

Company Information

Maxima
Founded: 2024
United States
www.maxima.ai/
Bank Rec:

Alternatives

QX QuickReco

QX QuickReco

QX Global
Maxima:

Alternatives

LayerNext

LayerNext

LayerNext Inc.
Bank Rec:
ReconXpert

ReconXpert

Sydel Corporation
Maxima:
Bank Rec:
Maxima:
Bank Rec:
Maxima:
Bank Rec:
BankCube

BankCube

Bank Cubes
Maxima:
Bank Rec:

Categories

Reconciliation Supported
Maxima:

Categories

Agentic AI Supported
AI Accounting Supported
AI Agents Supported
AI Finance Supported
Financial Close Supported
Reconciliation Supported
Bank Rec:

Integrations

ADP DataCloud Not Supported
Charles Schwab Not Supported
Google Drive Not Supported
Google Sheets Not Supported
Microsoft 365 Supported
Microsoft Excel Supported
Microsoft OneDrive Not Supported
Microsoft Outlook Supported
NetSuite Not Supported
Oracle Fusion Cloud ERP Not Supported
SAP Cloud Platform Not Supported
Salesforce Not Supported
Silicon Valley Bank (SVB) Not Supported
Snowflake Not Supported
Stripe Not Supported
Workday HCM Not Supported
Maxima:

Integrations

ADP DataCloud Supported
Charles Schwab Supported
Google Drive Supported
Google Sheets Supported
Microsoft 365 Not Supported
Microsoft Excel Not Supported
Microsoft OneDrive Supported
Microsoft Outlook Not Supported
NetSuite Supported
Oracle Fusion Cloud ERP Supported
SAP Cloud Platform Supported
Salesforce Supported
Silicon Valley Bank (SVB) Supported
Snowflake Supported
Stripe Supported
Workday HCM Supported
Bank Rec:
Claim Bank Rec and update features and information
Claim Bank Rec and update features and information
Maxima:
Claim Maxima and update features and information
Claim Maxima and update features and information