Initial release of TrueBalance — Cash receipts reconciliation engine.
Features:
- Upload EMR deposit slips and bank statements as CSV
- Auto-matches by exact amount, split deposits, and fuzzy description
- Supports AdvancedMD, Kareo, Epic, athenahealth, and generic CSV
- Flags unmatched items with notes and tags
- Variance summary by location/practice
- Demo mode with sample dental practice data
Cash Reconciliations