Bank reconciliation Closed beta

Statements that match themselves.

Bank reconciliation for the driving-school office means, with RoadReview: the bank account is connected via finAPI (PSD2), transactions arrive daily and a matching engine assigns payments to open invoices automatically — nobody retypes statements any more.

Assigning without retyping

Every transaction is checked against the open invoices and classified as matched, suggested, unmatched or ignored — with a score and reason codes (invoice number, amount, IBAN). Confident matches are booked "paid" automatically; unclear cases you assign with one click.

  • finAPI link (PSD2) with SCA, daily transaction sync
  • Auto-match with score and reasoning; manual assignment stays available
  • Payment matched wrongly? Release the assignment and set it again

Fewer open items, fewer follow-ups

Because paid invoices close immediately, the list of open items stays current — and dunning only kicks in where money is genuinely still missing. The office no longer chases students who paid long ago.

  • Paid items close automatically
  • Dunning runs only on genuinely open amounts
  • No embarrassing reminders to students who already paid

Participation & prerequisites

Working in school management currently requires full school access. Separate restricted office logins are not available yet; we plan responsibilities with you during beta onboarding.

Frequently asked questions

How does the office get the account transactions?

Via finAPI, a licensed PSD2 account-information service. You connect the bank account once with SCA (strong customer authentication); RoadReview then reads transactions read-only and syncs daily.

Are all payments assigned automatically?

Confident matches are — they are booked "paid" automatically with a score and reasoning. Unclear transactions land as a suggestion you assign manually or ignore. Nothing that does not fit is booked silently.

What if an assignment is wrong?

You can release an assignment and set it again. The reconciliation stays traceable — every match carries a score and reason codes such as invoice number, amount and IBAN.

Does the student pay anything for this?

Contact us to discuss conditions and access for the relevant product. Driving school management is in closed beta.

Help shape the management beta.

We discuss scope, setup and conditions before arranging participation. Applying does not activate access.