Cross-check your scanned expenses against your credit card statement — either by connecting your card via Plaid (automatic) or uploading your statement manually (PDF or CSV).
This feature works best if you already have 20+ receipts scanned. It matches what you've captured against your actual statement — it does not import transactions as new expense rows.
Two ways to reconcile
Option 1 — Connect via Plaid (automatic) Link your credit card and ExpenseBot will pull transactions automatically each month. Fastest option if you want ongoing reconciliation.
Option 2 — Upload your statement manually (PDF or CSV) Don't want to connect your card? Download your credit card statement from your bank's website and upload it directly. Supported formats: PDF and CSV.
⚠️ Credit card statements only — this feature is designed for credit card statements, not bank account or chequing account statements.
What reconciliation does
✅ Matches your scanned receipts against your credit card transactions
✅ Flags missing expenses you may have forgotten to capture
✅ Tracks home office deductions (utilities, internet, rent)
✅ Gives you month-by-month confidence before tax time
🔐 Plaid connections are secured with bank-grade encryption. ExpenseBot never sees your login credentials.
💡 Need your full year of transactions for tax prep — including income? Use the Year-End Tax Workbook under My Reports → Year-End Tax Report. It syncs all transactions for a full tax year, identifies income, and generates a tax worksheet.