← Glossary

What is Reconciliation?

Definition

Matching transactions in your books against an external record such as a bank statement.

In depth

Reconciliation proves your books agree with reality. EazyCXM matches bank lines to invoices, bills and entries in a focused workspace.

Quotes & Finance
Related terms

More on Quotes & Finance

CPQ

Software that helps sales teams configure products, apply correct pricing and generate accurate quotes quickly.

Quotation

A formal document offering products or services at stated prices and terms.

Sales Order

A confirmed customer order that authorises fulfilment and billing.

Invoice

A document requesting payment for goods or services delivered, with tax and totals.

Reconciliation, made practical

EazyCXM puts concepts like this to work across your business — see it on a demo.

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