Which problem brought you here?
Each page answers one question: why it happens, how it is generally solved, and how iyibir Finance runs the work.
Every morning we open each bank and key the transactions into Logo by hand.
How do you post bank transactions to Logo without keying them in?
Agents read the transactions overnight, match them to accounts and prepare the voucher batch; in the morning you only approve.
How to fix itAt month end the bank balance in Logo does not match the bank, and we spend hours hunting the gap.
Why does the bank balance in Logo not match the bank, and how do you reconcile it?
Logo and the bank are compared both ways; a balance bridge shows the gap item by item.
How to fix itWe track cheque and note due dates in a separate spreadsheet, and nobody knows the endorsement chain.
How do you keep track of cheque and promissory note due dates?
Cheques are scanned with a phone, the portfolio sits on a due-date calendar, and the agent suggests endorsing or collecting.
How to fix itNobody can say right away whether cash will last next week.
Will cash last next week? How do you build a cash flow forecast?
A 13-week cash forecast is rebuilt every night from Logo due dates; when a gap appears, options are ranked by cost.
How to fix itLoan instalments leave the bank at one amount while the plan in Logo shows another.
How do you track bank loan instalments correctly in Logo?
Each loan is read from Logo, the bank and the repayment schedule; the three check each other and the agent catches the BSMV difference.
How to fix itSplitting company card statements line by line into expense codes takes days.
How do you split a company credit card statement into expense codes?
AI reads the statement and links each line to an expense code and the non-deductible expense rule; the subscription hunter catches price increases.
How to fix it
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.