Ask clients about transactions with one click

Stop chasing clients over email. Send targeted transaction queries, track responses, and let AI close the loop automatically.

Query flow

Flag transaction

Mar 22 · $1,240 · Unknown vendor

Send query to client

"Can you clarify this expense?"

Client responds

"Software license renewal"

AI auto-categorizes

→ Software & Subscriptions

In progress

One-Click Query

Flag a transaction and send a query to your client in a single click, no email drafting, no copy-pasting transaction details.

Included in all plans

One-Click Query, Demo GIF

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Clients receive a clean, branded link showing exactly the transaction in question. They respond in seconds, no login, no friction.

Included in all plans

Client-Friendly Interface, Demo GIF

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Set reminder cadences per client. Reconci.ai automatically follows up on unanswered queries so you don't have to chase.

Included in all plans

Automated Follow-ups, Demo GIF

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Once a client responds, the AI uses their comment to auto-categorize the transaction, closing the loop without manual entry.

Included in all plans

Response-Powered Categorization, Demo GIF

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