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For accounting firms

Automated reconciliation across your whole portfolio

Every morning, Sanso's AI agent reads the unmatched invoices and bank movements across every client file in the portfolio, reconciles what it is certain of, and escalates only the cases that call for a judgement. The entries are posted in your own production software.

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Scattered bank movements go into Sanso and come out matched to their invoice, except one case left pending.

How much time does reconciliation cost on one client file?

On an active file, reconciliation takes three to four hours a month, according to a study Sanso ran in July 2026 among 63 accounting firms in France. A whole morning spent opening accounts one by one, working out which invoice each payment settles, untangling whatever refuses to add up: one payment covering several invoices, a part payment, a bank label that says nothing. Then on to the next account.

And across your portfolio?

Across your firm, reconciliation costs

€147,000 a year

What if you saved €117,600 a year?*

* Estimate based on 80% of reconciliation time saved with Sanso.

Which reconciliation cases cost you the most time?

Case Manual reconciliation Automated reconciliation with Sanso
One invoice, one payment

Manual reconciliation

Quick, but to be repeated hundreds of times

Automated reconciliation with Sanso

Matched without anyone touching it
One payment for several invoices

Manual reconciliation

Finding the combination that adds up, invoice by invoice

Automated reconciliation with Sanso

Combination identified and matched
An unhelpful label, such as TRF 4589217

Manual reconciliation

Digging through history, sometimes calling the client

Automated reconciliation with Sanso

Supplier traced from the file's own history
Small differences and credit notes

Manual reconciliation

Handled one by one, often left aside, and the account never clears

Automated reconciliation with Sanso

Matched, difference included
Invoice in a foreign currency

Manual reconciliation

Exchange difference to work out and confirm by hand

Automated reconciliation with Sanso

Matched, with the exchange difference posted
Marketplace payout

Manual reconciliation

One transfer for dozens of lines, fees and refunds mixed in

Automated reconciliation with Sanso

Detail retrieved, missing entries created

The harder the case, the more automation saves.

Bring your most awkward client files and we will show you what Sanso can do.

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An AI agent that runs every morning

  1. It reads.

    The AI agent reads the unmatched invoices and the bank movements in your production software, across every client file in the portfolio.

  2. It matches.

    Matching happens on its own, with 100% reliability on what Sanso validates alone. 96% of movements are matched without anyone stepping in.

  3. Your bookkeeper validates.

    Your bookkeepers only pick up the doubtful cases, in minutes, never blind.

By six in the morning the file is already reconciled. Your bookkeepers only handle what calls for a judgement.

Who decides when the AI agent hesitates?

When more than one candidate remains, Sanso's AI agent stops and hands over. Your bookkeeper decides in seconds, and Sanso learns from those calls.

Sanso reconciles, your bookkeepers supervise

  • Who checks what Sanso has matched?

    Every match is logged and justified: your bookkeepers can see what Sanso matched, file by file, and what it went on. Enough to review a file without going back through its whole history.

  • And what about the team?

    The hours that go into bookkeeping come back to the firm: to review, to advisory work and to client relationships.

  • How is my data kept secure?

    Your data is hosted in the European Union, and the access you open for us stays yours: you create it, you revoke it. Beyond its GDPR compliance, Sanso has passed the CASA security assessment.

Pricing by volume

From €300 /month
  • Based on the number of reconciliations performed
  • One access at firm level, covering the whole portfolio
  • Your first client file runs within days
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Fifteen minutes, on your own files.

Want to see what this looks like on your own files?

Fifteen minutes to see what reconciliation costs your firm today.

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Sanso, the AI partner for accounting firms

Automating what takes time, steering what matters, offering your clients new services: Sanso builds, together with accounting firms, the AI tools that support how their profession is changing.

  • Sanso Radar

    Sanso Radar tracks the firm's output, file by file.

    Learn more

  • Sanso Get Paid

    Offer collections to your clients as a new service: Sanso Get Paid chases their unpaid invoices, supervised by your firm.

    Learn more

Frequently asked questions

What is invoice matching in accounting?
Matching means pairing the entry for an invoice with the entry for the payment that settles it, under a shared reference. A matched account is an account whose balance is explained: you can see what is still owed and what has been paid. In a firm, it is done account by account and file by file, from the bank movements and the invoices. It is what lets you produce a reliable aged balance, chase the right unpaid invoices, and review a file without going back through its whole history.
Does Sanso work with my production software?
Sanso reads the invoices and bank movements on the file, does the reconciliation, then writes the match back into the firm's production software. That last step is the one that depends on the software: some, such as Pennylane, Xero and QuickBooks, expose an API that can post a match onto existing entries; others cannot yet, and Sanso then prepares the reconciliation for your bookkeeper to post. Tell us what your firm runs on and we will give you a straight answer.
How do you automate reconciliation in an accounting firm?
Automating reconciliation means handing the pairing of payments and invoices to an AI agent: it reads the bank movements and the unmatched invoices on the file, reconciles what it is certain of, and leaves only the ambiguous cases to the bookkeeper. What sets this apart from a rules engine is that it draws on the file's own history to trace a supplier behind a meaningless label, and that it learns from the calls your bookkeepers make. In a firm, the automation plugs into the production software and the entries are posted there directly, with no double entry. That is the principle Sanso applies, across the firm's whole portfolio.
Does Sanso work on every file in the firm?
Access is created once at firm level and covers the whole portfolio, with no key to set up file by file. How much can be reconciled automatically depends on your production software: we look at that with you, firm by firm.
What happens to a match Sanso is not certain about?
It is not made. The case goes to your bookkeeper with the candidates ranked, the most likely one first with its confidence score, along with the file's context. Sanso only matches what it is certain of.
Can a match made by Sanso be undone?
Yes, like any other entry in your production software. What Sanso matched is identifiable, the reason for the match can be inspected, and the firm stays in charge of its own books.
Does Sanso contact the firm's clients?
No. Your bookkeeper remains the client's only point of contact. Sanso works on the invoices and bank movements on the file, and escalates whatever calls for a judgement.
How long does setup take?
A few days. The firm creates an access, Sanso connects to your production software and imports the files, and the first client file runs straight after.
Where is the data hosted?
In the European Union, in line with the GDPR. Data is encrypted, access is limited to those who need it, and the firm can withdraw that access at any time.
How much does it cost?
From €300 a month, based on the number of reconciliations performed.