Bank / Credit Card / Loan Accounts to Reconcile – 2 Included

Our Copper Quarterly service includes reconciliation for up to 2 bank or credit card accounts. This ensures your key financial accounts are accurately tracked and all transactions are properly posted and reconciled.

Additional bank, credit card, and/or loan accounts can be added for an additional monthly fee per account.

Discounts are offered for granting timely access to statements by the 5th of the month following the quarter-end (Jan 5, Apr 5, Jul 5, Oct 5). Convenience fees are assessed if access is not provided or statements are not uploaded on time.

Benefits

External Benefits:

• Supports up to two accounts, ensuring accurate data entry and reconciliation.

• Provides reliable financial reporting based on reconciled accounts.

Internal Benefits:

• Comfort knowing all key transactions are tracked, reviewed, and reconciled.

• Confidence that your financial data is complete and accurate for decision-making.

Key Takeaway:

Reconciliation of up to two bank or credit card accounts keeps your financial data accurate and organized, giving you confidence that all key transactions are properly reviewed and accounted for.