Reconciliations

JUNE 2026 · 144 ACCOUNTS PROVED AGAINST THE BANK · PROVED JUL 1 · 2:00 AM

1 exception
All accountsExceptionsTied out
Bursar AI: every account ties to the penny except Pier 9 Seafood's operating account, which is out by the $4,200 wire — no matching vendor, invoice or POS payout, so nothing was posted against it.Resolve →
Accounts tied out
143 / 144
Variance zero
Open exceptions
1
Needs a decision
Match rate
99.4 %
Book lines to statement
Statements outstanding
1
Pier 9 · chased since day 6
Book against bank143 of 144 accounts tied out
Book balance
$4,912,480
144 accounts
Bank balance
$4,908,280
Live bank feed
Variance
$4,200
1 account · 1 exception

Balances are proved per account; matching runs across the whole close, so line matches are reported at close level, not per account.

Open exceptions1 unresolved
$4,200
Pier 9 Seafood · Chase operating ••4417
Wire transfer with no matching vendor, invoice or POS payout
Posted Jun 24. Checked all 231 book lines, four delivery payout files and 30 Toast daily summaries — nothing matches. Left coded to Uncategorized pending your call, so the P&L is not overstated.
Resolve →
ClientAccountBookBankVarianceStatus
Harbor Coffee Co.Chase operating ••2210$186,420$186,420$0.00Tied out
Harbor Coffee Co.Amex card ••1004$12,880$12,880$0.00Tied out
Mendez Plumbing LLCWells Fargo operating ••7731$94,310$94,310$0.00Tied out
Mendez Plumbing LLCFuel card ••5520$3,240$3,240$0.00Tied out
Birch Street DentalChase operating ••8802$241,905$241,905$0.00Tied out
Lakeside FitnessUS Bank operating ••3316$128,760$128,760$0.00Tied out
Northside Vet ClinicChase operating ••6644$173,220$173,220$0.00Tied out
Northside Vet ClinicCard ••9071$8,415$8,415$0.00Tied out
Pier 9 SeafoodChase operating ••4417$171,600$167,400$4,200Exception
Pier 9 SeafoodToast merchant ••0098$23,930$23,930$0.00Tied out