Articles on the finance desk
Short guides on bank reconciliation, transfers to Logo, cash flow, and tracking loans, cheques and cards.
Moving bank transactions into Logo: from manual matching to automatic reconciliation
Matching bank statement lines to customer and supplier accounts by hand each month is tiring and error-prone. What an electronic account statement is, how transactions are read, how matches are suggested and how only approved entries reach Logo.
Read the articleSeeing cash flow on one screen: banks, loans, cheques and cards
When balances sit at the banks, loan plans in spreadsheets, cheques in a drawer and card instalments in statements, "will the coming weeks be covered" goes unanswered. What a single view shows and how it is built.
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Stop opening your banks one by one
Free access, pay as you go. Open your account, connect your banks with your own read-only credentials, and in the mornings simply approve.