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Smart Banking Features Built for Accuracy, Speed, and Control
 

Manage every financial transaction with confidence using ZYNO Books’ advanced banking and reconciliation features. From automatic bank feeds to real-time transaction matching and audit-ready record keeping, ZYNO Books ensures seamless financial accuracy with zero manual effort. Stay compliant, stay organized, and stay in control of your cash flow with automation-powered bookkeeping.


 

Automatic Bank Feeds

Automatic Bank Feeds

Securely connect your bank and credit-card accounts to automatically sync transactions in real time—eliminating the need for manual updates.
 

Bulk & Smart Transaction Matching

Bulk & Smart Transaction Matching

Our intelligent matching engine automatically finds the best match for invoices and payments, supporting partial, consolidated, and bulk payment mapping.
 

Manual Import Support (CSV, XLS, QIF, OFX)

Manual Import Support (CSV, XLS, QIF, OFX)

 If your bank doesn’t support direct sync, easily upload bank statements using multiple supported file formats for flexible reconciliation.
 

Create Entries from Bank Feeds

Create Entries from Bank Feeds

 Missing records? Instantly create expenses, deposits, adjustments, refunds, or bank charges directly from statement lines for seamless bookkeeping.
 

Auto-Categorisation Rules

Auto-Categorisation Rules

Save time with rule-based automation—set triggers for recurring payments (like rent, utilities, subscriptions) and let ZYNO Books categorize them automatically.
 

Duplicate Detection & Cleanup

Duplicate Detection & Cleanup

Keep your books clean with built-in duplicate recognition that alerts you before entries are posted, ensuring accurate and audit-friendly records.
 

Reconciliation History & Summary Reports

Reconciliation History & Summary Reports

Generate detailed reconciliation reports showing matched, unmatched, and pending items—perfect for audits, compliance, and financial planning.
 

Bank-Level Security & Encrypted Sync

Bank-Level Security & Encrypted Sync

Every bank connection and transaction is protected using enterprise-grade encryption to ensure safe, private, and compliant financial operations.


 

Powerful Banking Modules Designed to Streamline Every Transaction

ZYNO Books simplifies financial operations by breaking the banking process into smart, automated modules. From syncing bank feeds and managing transactions to reconciliation and reporting, each module works together to help businesses maintain accurate books, improve financial visibility, and eliminate manual accounting errors—all in one unified accounting platform.


 

Bank Feed Integration Module
Connect and sync your bank and credit card accounts in real time for accurate and up-to-date financial tracking.
 
Transaction Management Module
View, categorize, edit, and approve every banking entry—from deposits and expenses to refunds and adjustments—with total control.
 
Matching & Automation Module
 Automatically match incoming transactions with invoices, receipts, and payments using AI-powered reconciliation and rule-based categorization.
 
Statement Import & Cleanup Module
Easily upload bank statements in multiple formats (CSV, XLS, OFX, QIF), detect duplicates, and ensure clean, structured financial data.
 
Bank Reconciliation Module
Reconcile balances, track unmatched records, update pending entries, and finalize month-end closings with accuracy and transparency.
 
Banking Reports & Audit Module

Generate detailed reconciliation summaries, transaction exceptions, ledger reports, and audit trails to support compliance and decision-making.


 

Why Choose ZYNO Books for Banking & Reconciliation?
 

ZYNO Books combines automation, accuracy, and real-time financial intelligence to simplify your banking and accounting workflows. Whether you’re handling daily transactions, reconciling multiple accounts, or preparing financial reports—ZYNO Books ensures error-free data, faster month-end closing, and complete financial clarity. With secure bank integrations and smart reconciliation tools, managing business finances becomes effortless.


 

End-to-End Automation That Saves Time
 

Automated bank feeds, rule-based categorization, and smart matching eliminate manual entry and reduce reconciliation time by up to 70%.


 

Reliable Accuracy with Audit-Ready Reporting
 

ZYNO Books ensures every transaction is tracked, verified, and stored securely—giving you clean books, precise balances, and compliance-ready financial history.


 

Secure, Scalable & Built for Modern Businesses
 

From encryption-backed banking sync to support for multiple accounts and transaction types, ZYNO Books grows with your business and keeps your financial data protected.


 

A Smarter Banking Dashboard for Real-Time Financial Visibility
 

The Banking Dashboard in ZYNO Books gives you a clear, real-time overview of every bank and credit card transaction in one place. Track balances, monitor cash flow, reconcile accounts, and manage financial activities without switching screens. With automated data syncing, smart categorization, and intuitive layouts, the bank reconciliation dashboard ensures faster decision-making and simplified financial operations for businesses of any size.


 

Real-Time Balance & Cash Flow Insights

Smart Filters & Transaction Drill-Downs

Automation-Driven Tracking & Alerts

Frequently Asked Questions(FAQs)

faq

ZYNO Books Banking is a comprehensive banking and reconciliation software that automatically fetches transactions from your bank or credit-card accounts. It helps businesses match payments, categorize expenses, and reconcile accounts efficiently, ensuring accurate financial records and real-time cash flow visibility.

 

Yes. ZYNO Books allows you to securely connect multiple bank and credit card accounts, enabling centralized management of all your transactions and consolidated reconciliation from one unified dashboard.

 

The system automatically detects duplicate transactions and highlights unmatched entries. You can review, categorize, or create new records directly from the bank feed, ensuring accurate and clean books ready for audits.

 

ZYNO Books supports multiple bank statement formats including CSV, XLS, OFX, and QIF. This flexibility allows you to import statements from banks that don’t support direct integration, making reconciliation fast and hassle-free.

Absolutely. ZYNO Books uses enterprise-grade encryption for all bank connections and transactions, ensuring your financial data is fully protected while you enjoy automated reconciliation and real-time insights.

 

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