Import
Upload bank and card activity using supported statement files and parser templates.
BMC Small Business Reconcile
Clean books before tax time.
A guided bookkeeping-preparation workspace for small-business owners who need organized transaction records, matched receipts, reconciled activity, and accountant-ready exports.
Accountant-ready workflow
Import → Categorize → Match Receipts → Reconcile → Export
The application guides the owner through a defined monthly-close process rather than leaving records scattered across email, folders, and spreadsheets.
Categorize
Assign business categories, review uncertain items, and preserve notes.
Match Receipts
Attach receipts and supporting documents to the correct transactions.
Reconcile
Compare expected balances, identify gaps, and complete the monthly close checklist.
Export
Prepare organized activity and supporting records for accountant or tax-preparer review.
What the platform organizes
One place for the records behind the books
- Business profile and reporting period
- Statement files and imported activity
- Transaction categories and review status
- Receipts, invoices, and supporting documents
- Reconciliation notes and unresolved differences
- Accountant-ready exports and close summaries
Privacy-focused design: the application is positioned around user uploads and document organization—not collecting online banking usernames or passwords.
Monthly book status
Know what is complete and what still needs attention.
Track imported activity, uncategorized transactions, missing receipts, reconciliation status, and export readiness.
Built for practical users
Useful for owners who are preparing records—not replacing professional review
Independent businesses
Organize income, expenses, and supporting records before working with a tax preparer or accountant.
Side businesses and contractors
Create a repeatable method for separating business activity and documenting transactions.
Accountant collaboration
Reduce back-and-forth by sending a more complete, structured set of records and notes.
Legal and user policies
Review the policies that govern your account and subscription.
Each policy opens as a readable PDF. You may save or print a copy for your records.
Terms of Service
Account eligibility, acceptable use, uploaded records, service limitations, suspension, and legal terms.
Privacy Policy
How account, billing, bookkeeping, technical, and support information is collected, used, protected, and retained.
Billing, Cancellation, and Refunds
The $16.99 monthly recurring subscription, authorized payment methods, failed payments, cancellation, and refund rules.
Data Security and Responsible Use
Safe upload practices, prohibited credentials, redaction, account security, and incident-reporting requirements.
Complete Legal and User Policy Packet
Download all four BMC Small Business Reconcile policies in one combined PDF.
Get started
Prepare cleaner records before tax time.
Create an account to begin a new business workspace, or log in to continue an existing close.
By creating an account or using the service, you acknowledge the Terms of Service, Privacy Policy, and Subscription, Billing, Cancellation, and Refund Policy. BMC Small Business Reconcile is a record-organization and bookkeeping-preparation tool. It does not provide accounting, tax, legal, audit, or financial advice and does not replace review by a qualified professional.