Guide
Small Business Bookkeeping and Bank Reconciliation, Made Simple
Good books tell you where your money is and where it's going. This guide walks through the basics and shows how Proximent Bookkeeping keeps it simple.
01
The basics
What is bank reconciliation?
Reconciliation means checking that what your bank says matches what your books say. Each bank transaction is matched to an entry in your records, so missing or duplicate items stand out right away.
02
Checklist
Signs your bookkeeping needs help
- Receipts and invoices are spread across email, paper, and phones.
- You don't know your current cash on hand without logging into the bank.
- Month-end takes days of copying transactions by hand.
- You've found the same expense recorded twice.
Sound familiar? Tell us how your business runs.
Talk to us03
The system
How Proximent Bookkeeping helps
Linked bank accounts
Securely connect bank accounts to see balances and recent transactions automatically.
Learn more →Reconciliation screen
Suggested matches between bank transactions and your entries, plus one-click import for anything new.
Income and expenses
Money coming in and going out is sorted automatically and stays editable.
Balances overview
Cash on hand, credit owed, loans, and assets on one screen.
04
Process
How it works
- 01
Talk to us
Tell us how your business runs today and what slows you down. Use the contact form — no commitment.
- 02
We map your workflow
We list the tools you need and set them up around your process, roles, and reports.
- 03
Review a prototype
You try a working version and tell us what to change before anything goes live.
- 04
Launch and support
Your team starts using it, and we keep maintaining and adjusting it as you grow.
Ready for step one? Send us a message.
Talk to us05
Pricing
What it costs
- One price. Unlimited users — no per-seat fees.
- Full software suite: $40 per month.
- Individual platforms: $10 per month each.
06
Questions
Common questions
Are my bank login details stored by Proximent?
No. Bank linking runs through Stripe, so your bank credentials never touch our servers.
What happens to transactions that don't match?
They stay in an unmatched list where you can match, import, or dismiss them.
Can my bookkeeper use it too?
Yes. Users are unlimited, so your bookkeeper or accountant can have their own login.
Keep reading
Next step
Let's build your system
Tell us about your business and we'll show you what it could look like.