Upload statements and review the matches ReadyBooks proposes against your books.
Upload a supported HDFC, ICICI, Axis, Kotak, SBI, or generic CSV/XLSX statement. ReadyBooks never connects to your bank or stores banking credentials.
Match imported statement transactions to invoices, bills, and vouchers automatically. Review suggestions and approve the matches.
See your actual cash position across all accounts in real time. No more waiting for month-end statements.
Get notified about unmatched transactions, unusual amounts, or missing entries that need your attention.
Read-only access with 256-bit encryption. We never store your bank credentials. All data stays in India.
Import statements from multiple bank accounts and credit cards. Review a consolidated view of your imported business transactions.
Stop spending hours on manual reconciliation. Imported statements and reviewable matches give you a clear, current view of your recorded cash activity.
Stop manually entering statement lines or matching every transaction by hand. ReadyBooks proposes matches for your review.
Automatic reconciliation highlights mismatches, duplicates, and missing entries before they become problems.
With bank-reconciled books, you are always prepared for audits, GST reviews, or investor due diligence.
Real-time cash flow visibility means you always know exactly where your money is and where it needs to go.
Statement import is read-only—ReadyBooks.ai never connects to or modifies your bank accounts. Uploaded files are processed in ReadyBooks and banking credentials are never requested or stored.
Your data is hosted on AWS servers in Mumbai, India, with the same security standards used by financial institutions. You can disconnect any bank account at any time.