Getting Started

This page walks you through the first few minutes with Reconbanker. By the end you will have a bank connection configured and your first reconciliation running.

Log in

Register with an email address and a password. No email verification is required. After logging in you will land on the dashboard with an empty account list.

Add your first account

An account is a configuration record that ties together one bank connection, a set of credentials, an operation mode, and the webhook URL where results are delivered. You can have as many accounts as you need.

1. Click Accounts → Add Account.
2. Pick your bank from the list. If your bank is not there, contact support — new banks are enabled by the team.
3. Give the account a name you will recognize in logs and on the dashboard.
4. Save.

See the full walkthrough in Connect a bank.

Enter your bank credentials

Reconbanker reads your bank by automating a login to your bank's website. It needs the username and password you use there.

1. Open the account you just created.
2. Go to Settings → Bank credentials.
3. Enter your online banking username and password.
4. Save. The password is encrypted at rest and only decrypted in memory when a scrape runs.

MFA not supported. If your bank requires a second factor (SMS code, push notification, captcha) at every login, contact support before enrolling — some banks offer a credential type that bypasses the prompt.

Choose an operation mode

Each account runs in one of two modes:

• Reconcile — Reconbanker fetches the payments you are expecting and matches each new bank transaction against them.
• Passthrough — Reconbanker forwards every bank transaction to your webhook with no matching.

Most accounts start in reconcile. Read Operation modes for guidance.

Set the webhook URL

Reconbanker pushes results to a URL on your side.

1. In the account's Settings → Webhook, set the URL to call.
2. Optionally set an Authorization token so your server can verify the request.

More detail in Webhook settings.

Send your first payments

In reconcile mode you expose an HTTP endpoint that returns the list of pending payments. Reconbanker polls it on a schedule and matches new bank transactions against what you return. See Ingest payments for the required response shape.

In passthrough mode there is nothing else to do. Reconbanker starts forwarding bank transactions as soon as the next scrape runs.

Watch the dashboard

Open the account view. As scrapes run you will see transactions appear, and as orders match they will turn green. View results explains what each status means.

Next steps

• Concepts overview — what reconciliation is in plain English.
• Reference — the full HTTP API.
• Troubleshooting — if something is not behaving as expected.