Features
Bank reconciliation and month-end close, client by client
SureMonth works inside each client company's own ledger. It does the matching and drafting; your team reviews, approves and signs off.
Reconcile bank lines
Bank lines are matched against each client's own ledger.
- Bank lines by bank API, or by PDF, Excel or CSV statement
- Automatic matching to invoices, bills and payments, with auto-clear
- A confidence score and the reasons for every match
Approve before anything posts
SureMonth drafts. An accountant decides.
- Draft journal entries for lines that don't match
- Nothing is written to a ledger until an accountant approves
- Optional second approval above an amount you set
- Partner, accountant, preparer and client roles
- Audit trail of every suggestion, approval and write-back
- Rules that learn from your approvals
Run the month-end close
See every client's close in one list and finish each one with a sign-off.
- Firm dashboard with progress, unmatched lines, status, owner and close day for each client
- A close checklist for each client company
- Partner sign-off and a close pack
- Client requests: ask a client for missing receipts by link
A workspace for each client company
Company documents live in a workspace that syncs both ways with the client's ledger.
- Invoices, quotes and credit notes
- Bills and expense capture
- Recurring invoices and reminders
- Two-way sync with the client's ledger
- Exports to PDF, CSV, Excel, UBL, Factur-X and FEC
- Logins for the client's own staff
Rules, the firm dashboard, client requests, close packs and sign-off, roles and second approval, bills and expenses, recurring invoices and client logins come with the Firm and Scale plans. Compare plans
Bank data, country by country
How bank lines reach SureMonth depends on where the client banks.
Bank API
Where open banking is live: the United Arab Emirates, Saudi Arabia, Bahrain, the United Kingdom and the EU/EEA, plus bank aggregators in the USA and Canada.
Statement files
Where there is no open banking, for example in Qatar, Kuwait and Oman, upload statements as PDF, Excel or CSV files.
Every account can fall back to statement files.
Works with your clients' ledgers
Odoo and Zoho Books are available now. More ledgers follow in 2027, and every plan gets each connection as it ships.
Available now
- Odoo
- Zoho Books
Coming in Q1 2027
- Xero
- QuickBooks Online
- Sage
Coming in Q2 2027
- NetSuite
- Business Central
- SAP Business One
- MYOB
- TallyPrime
See it on your own clients
Start a 60-day pilot, or book a demo and we'll walk you through a close.