Bank reconciliation
Bank reconciliation with AI
Ask your bank statements and your invoices a question, and get the answer with the exact citation from the document it came from.
What it does and what it doesn't
Wurz finds and verifies the movements. You are the one who signs off.
It does not balance accounts on its own, nor mark entries as reconciled. What it does is search everything you uploaded, answer you in plain language, and show you the line of the bank statement or the invoice where the figure lives — so you match them looking at the source, not trusting a summary.
Your question
Which invoice does the $220,400.00 deposit on March 28 correspond to?
Wurz's answer
The $220,400.00 deposit on March 28 matches the total of invoice A-4231, issued to Constructora Norte del Bajío that same day . There are both lines; calling them reconciled is your call.
Hover over any citation —or tap it— and the document opens alongside, at the exact excerpt the fact came from.
Excerpt on screen: EstadoDeCuenta_ConstructoraNorte_mar.pdf
EstadoDeCuenta_ConstructoraNorte_mar.pdf
Estado de cuenta · Cuenta ****4417 · Marzo 2026
24/03 TRASPASO ENTRE CUENTAS PROPIAS 48,300.00
28/03 DEPOSITO SPEI RECIBIDO 220,400.00
30/03 COMISION MANEJO DE CUENTA 580.00
Saldo al 31/03/2026: 1,284,930.00
Wurz checks in code that the quoted sentence exists verbatim in the excerpt before showing it to you. If it doesn't match, it flags it instead of presenting it as good.
How the work goes
What changes when the papers are all in one place
Every client and every closing period, in its own workspace
Bank statements and invoices go into a workspace per client, kept apart by period. Asking about one client's March movements doesn't drag in another client's, or last month's: the answer arrives scoped to the period you're reviewing.
The figure arrives with the line it came from
Each amount travels with its citation: the file, the excerpt, and the line —the charge on the bank statement, the total on the invoice. Wurz checks in code that the quoted sentence exists verbatim in that excerpt before showing it to you; if it doesn't match, it flags it instead of presenting it as good.
The workspace opens to your team and your client, by level
You decide who gets in and at what level: read-only, upload, or administrator. Your client sees their own without seeing anyone else's, and clearing up a charge stops being an email chain with a ZIP attached.
In short
The questions that come up before trying it
Does Wurz do automatic bank reconciliation?
No. Wurz searches, answers, and cites: it does not mark entries as reconciled nor balance figures on its own. It is there to find and verify the movements —the deposit you don't recognize, the invoice that matches a charge— with the source document in plain sight. The reconciliation rests on your professional judgment.
Can I work with bank statements from several banks?
Yes, as long as they are files you can upload, scanned PDFs included. Wurz reads the content and answers across everything in that client's workspace, whichever bank it came from. It does not connect to your online banking and never asks for banking credentials.
How is this different from an AI reconciliation tool that promises to balance by itself?
Here every figure arrives with its citation and you can check it against the document in two clicks. A system that hands you the balanced result asks you to trust it; this one asks you to look — which is exactly what you'll have to defend later in front of your client or the tax authority.
Try it with your real documents
Upload a handful of receipts from your most demanding client and ask the question that normally takes you half an hour. That's how you'll know if it's worth it.
No credit card. Nothing to install.