From bank statements to final journals, in one controlled workflow.
Recontiq helps accounting firms extract transactions, classify ledger codes, reconcile trial balances, and generate adjusting journals from one secure client portal.
Client Dashboard
ABC Accounting Pty Ltd
Statements
127
Transactions
4,892
Classified
98.2%
Westpac Statement
23 transactions extracted
CBA Statement
Processing 45 transactions...
Auto-classified
1,234 transactions
Core Products
Four focused products. Separate workflows.
Use Extract and Classify for accountant transaction workflows, Migrate for system movement and reconciliation, and ReconTraq as a separate mobile app for personal budget, subscription, and insurance tracking.
Recontiq ExtractComing soon
Bank PDF extraction
Turn bank statement PDFs into structured transaction data your team can actually use.
- Upload bank statement PDFs
- Detect supported banks automatically
- Parse statement tables into clean transactions
- Normalise dates, descriptions, debits, credits
- Flag skipped or low-confidence rows
- Prepare transaction data for coding and review
Supported banks:
Recontiq ClassifyComing soonAI-powered
Business-aware AI transaction classification
Classify transactions using the client's business type, industry, chart of accounts, GST treatment, prior coding history, and your firm's rules.
- Understands client business context before coding
- Industry-aware categorisation for trades, retail, hospitality, medical, property, SMSF, and professional services
- Maps transactions to the client's own chart of accounts
- GST-aware treatment suggestions
- Recognises recurring suppliers, merchants, and narratives
- Learns from accountant corrections over time
- Combines firm-wide rules, client memory, ML, and AI
- Confidence scoring for every classification
- Flags unusual or low-confidence transactions for review
Recontiq Migrate
Trial balance migration and reconciliation
Move accounting records between systems, resolve differences, and produce adjusting journals without spreadsheet chaos.
- Upload or import two trial balances
- Migrate accounts across systems
- Detect differences and unmapped balances
- Generate reconciliation views
- Create adjusting journals
- Export journals for ERP, accounting, or tax
Recontiq ReconTraqMobile app
Mobile budget, subscription, and insurance manager
A separate Android and iOS app for everyday users to track spending commitments, recurring costs, and insurance renewals.
- Track budgets, income, spending, bills, and monthly leftovers
- Detect and manage recurring subscriptions
- Store insurance policy, premium, portal, and renewal details
- Get reminders for bills, subscriptions, premiums, and renewals
- Review monthly insights for spending and commitments
- Download from Android or iOS with app links coming soon
Recontiq Product Line
Choose the product line that fits the workflow.
ReconTraq
by Recontiq
Budget, subscription, and insurance control for everyday users.
Recontiq ReconTraq helps people keep their money commitments visible: budgets, recurring subscriptions, bills, insurance policies, premium dates, and renewal reminders in one mobile app.
Budget tracking
Track income, spending, bills, and monthly leftovers in one everyday money view.
Subscription control
Detect recurring subscriptions, confirm them, and see what they cost each month.
Insurance manager
Keep policy details, premiums, portal notes, payment dates, and renewals together.
Smart reminders
Get nudges for upcoming bills, subscription payments, insurance renewals, and policy payments.
End-to-End Workflow
From raw bank data to ERP-ready journals
One controlled workflow that takes messy client data and transforms it into review-ready accounting outputs. No spreadsheet chaos. No manual re-entry.
Upload bank PDFs
Upload statement files from any supported Australian bank
Extract transactions
Automatically parse tables into clean, structured data
Classify ledger codes
AI-powered categorisation with confidence scores
Review exceptions
Flag uncertain items for accountant review
Migrate trial balances
Compare records and detect differences
Generate journals
Create adjusting entries automatically
Export to ERP/Tax
Send to your accounting or tax software
Bank PDFs
ANZ, CBA, NAB, Westpac
EXTRACT
Structured Transactions
CLASSIFY
Coded Ledger Entries
MIGRATE
Adjusting Journals
ERP / Tax
Xero, MYOB, QBO
Platform Features
Built for accounting firm operations
Recontiq is designed from the ground up for multi-client accounting practices. One portal, one client list, modular licensing.
One secure Clerk-based login
Enterprise-grade authentication with SSO options for your entire firm.
Shared company & client workspace
Centralized portal for all your clients with team collaboration built in.
Role-based access control
Admin, accountant, reviewer, and viewer roles with granular permissions.
Product entitlements by module
License Extract, Classify, Migrate individually or as a complete Suite.
Tenant-isolated data model
Your client data is isolated at the database level. Zero cross-contamination.
Audit logging
Complete activity trail for compliance and accountability.
Modular licensing
Start with one module and add more as your needs grow. Extract only? No problem. Full Suite? Even better. You choose what your firm needs.
How We Compare
Not another accounting tool
Recontiqis purpose-built for the workflow between raw client data and review-ready outputs. We're not a general ledger, not just OCR, and definitely not another spreadsheet template.
Recontiq is the connected accounting automation layer between raw client data and review-ready accounting outputs.
Security & Trust
Security your clients can trust
Recontiqis built for accounting firms that handle sensitive financial data every day. Security and compliance aren't afterthoughts—they're foundational.
Tenant-isolated database design
Each firm's data is isolated at the database level with strict access controls. Your client data never mixes with others.
Role-based access control
Granular permissions for admin, accountant, reviewer, and viewer roles. Control who sees and does what.
Firm-controlled client workspaces
You control which team members can access which client workspaces. Full visibility into who's working on what.
Audit-ready activity trail
Complete logging of all actions for compliance and accountability. Know exactly who did what and when.
Enterprise-grade encryption
Data encrypted at rest and in transit. Bank-level security for your most sensitive financial data.
Designed for financial workflows
Built specifically for accounting firms handling sensitive client financial data. Security isn't an afterthought.
Get in touch
Ready to streamline your workflow?
Book a demo to see how Recontiq can help your firm move from bank statements to final journals faster and with fewer errors.
Book a demo
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