Bank entry automation
Turn bank statement rows into review-ready drafts.
Bank rows often carry unclear narrations. Fastbooks prepares receipt, payment, contra or review-needed drafts so the human reviewer checks context instead of typing every row from scratch.
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Direct answer
Bank entry automation should prepare drafts, not silently post entries.
The safe workflow is to parse the row, suggest the entry type, identify party or ledger hints where possible, and keep uncertain rows in review.
- Receipt and payment draft preparation.
- Party and narration hints.
- Exception rows stay visible.
- Human review before posting.
Workflow
Manual bank entry vs Fastbooks draft preparation.
| Step | Manual | Fastbooks |
|---|---|---|
| Read row | Open statement and inspect narration manually. | Parse date, amount and text. |
| Classify | Decide receipt, payment or contra manually. | Suggest entry type for review. |
| Match | Search party or invoice manually. | Show possible party or invoice hint. |
| Approve | Type voucher after checking. | Approve or correct prepared draft. |
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