청구서별 완벽 일치 - 마감 및 세무 감사 준비 걱정 없이

Small business owners' real concerns

You're doing well, money is flowing into your account steadily. But when it's time to close the books — or worse, when the tax authorities come knocking — the simple question "which invoice does this money correspond to?" leaves you flustered. Bank statements on one side, ledgers on another, invoices scattered. Manually matching them takes ages and you're constantly worried about missing something.

For small businesses, a tax audit can turn into a nightmare simply because the money in the bank cannot be reconciled with invoices and ledgers.

The cost of letting your books "drift" from your bank

• Unsure if you've collected all payments — making it difficult to detect underpayments or overpayments.
• Ambiguous accounts receivable, leading to business decisions based on uncertain figures.
• Inability to explain cash flow during tax audits → risk of reassessment and penalties.
• Wasting money on outsourcing just to "patch up" your books with bank statements at the end of each period.

How GTG CRM bridges the money ⇄ invoice ⇄ ledger gap

Instead of three separate places, GTG CRM brings reconciliation directly into the accounting system you're already using:

1. Categorize each transaction on your bank statement into the correct accounting account — and link the payment to the correct invoice.
2. Reusable matching rules — set them once, and similar future transactions will match automatically; making next month easier than the last.
3. AI suggests explanations for difficult entries, which you simply approve — reducing guesswork while maintaining control.
4. Automatically creates balancing journal entries for classifications, transfers, cash-to-bank transactions, and COD — reconciliation and bookkeeping become one process.
5. Reconciliation dashboard + reports allow you to see at a glance how well your books match your bank statements and export documents for explanation.

The results you'll get

• Close your books in minutes instead of hours of manual checking.
• Every penny matched between your bank, invoices, and ledgers — consistent data.
• Ready-to-present documents for tax audits: every cash flow can be traced back to its source.
• Neatly reconciled COD: know exactly if you've received full payment for goods from platforms/delivery services.

This is part of the accounting suite within the CRM (bookkeeping according to current standards), helping businesses reduce their dependence on separate accounting software. See more about Double-Entry Accounting within CRM and the Bank Reconciliation feature.

Who is it for?

• Small and medium business owners who want to sleep soundly before each tax season.
• Accountants who need to close books quickly with bank-reconciled data.
• Sole proprietors transitioning to formal tax filing who need organized bookkeeping from the start.

Try for free — no credit card required.

→ Get started for free with GTG CRM