Tie out the books,without the headache.

Match transactions to the ledger and clear the month in hours — reconciliation that does the matching for you.

JB
Bank Reconciliation · Cedar Heights
Bank Reconciliation · trailing 8 periods

Bank Reconciliation built like an operating system. Purpose-built for general contractors, ErectOS runs bank reconciliation as live infrastructure capturing the work, flagging what matters, and reporting the truth every single day.

One source of truth

Every bank reconciliation record lives in one place — versioned, searchable, and tied to the building it belongs to.

Powered by Pulse

ErectOS watches the work and flags what needs attention before it costs you time, money, or a claim.

Wired to the build

Bank Reconciliation reads from and writes to the modules around it, so nothing has to be entered twice.

Capture it once, in the field.

Bank Reconciliation captures the record where the work happens — on phone, on site, in seconds — with the context already attached.

1.0 Capture

JB
Bank Reconciliation · live
Bank Reconciliation · trailing 8 periods
ErectOS Pulse

Pulse flagged a bank reconciliation that needs a response today.

Routed to the right owner with the deadline already set.

OpenSnooze
1.1
Structured captureTemplates keep every record complete and consistent.
1.2
Mobile-firstBuilt for the people doing the work, not just the office.
1.3
AttachmentsPhotos, markups, and files travel with the record.
1.4
Auto-routingThe right person is notified the moment it lands.

See the status at a glance.

Track every open bank reconciliation against its deadline, owner, and impact — and report the truth without chasing anyone.

2.0 Control

JB
Bank Reconciliation · this week
Bank Reconciliation · trailing 8 periods
Variance alert

3 bank reconciliation items are aging past SLA.

Open24
Overdue3
Avg cycle4.1d
2.1
Live statusOpen, aging, and closed — always current.
2.2
OwnershipEvery item has a name and a date against it.
2.3
Audit trailWho did what, when — captured automatically.
2.4
One-click reportsExport the status for any stakeholder instantly.

Wired to the whole build

Bank Reconciliation reads from and writes to every module it touches — your data is entered once and trusted everywhere.

Daily LogsField → Bank Reconciliation

Field activity posts straight into the record — no double entry.

DocumentsBank Reconciliation ↔ Docs

Every file and markup is filed against the right record automatically.

NotificationsBank Reconciliation → Team

The right people are alerted the moment something needs them.

ReportsBank Reconciliation → Reports

Status rolls up into project and portfolio reporting in real time.

Nothing slips through the cracks on bank reconciliation again.

Field → Bank Reconciliation

Every record carries its own history — and its own deadline.

Bank Reconciliation → Audit

The status is computed from the work, not from a status meeting.

Bank Reconciliation → Reports

Bank Reconciliation is part of the build.Run it in ErectOS.