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Calviqo
Bank Reconciliation

Bank Reconciliation Services for USA & India Businesses

Every bank and credit card account reconciled on a set rhythm, with clean adjustments and an audit friendly trail.

Overview

What this service covers

We reconcile bank, credit card, payment gateway and marketplace payout accounts monthly (or weekly for highervolume businesses), investigate unreconciled items and give you a clean cash position you can rely on.

Benefits

Why clients keep this service on retainer

Accurate Cash Position

Reconciled accounts mean you always know what you actually have.

AuditFriendly Trail

Clear reconciliation reports with resolved variances documented.

Gateway Coverage

Stripe, PayPal, Razorpay and marketplace payouts included as standard.

Weekly Option

High volume businesses can move to weekly or daily reconciliations.

What's Included

Everything We Handle for You

A clear, senior reviewed scope so you know exactly what's delivered every month.

Bank and credit card reconciliations

Payment gateway reconciliations (Stripe, Razorpay, PayPal)

Marketplace payout reconciliations

Unreconciled item investigation and clearance

Monthly reconciliation report

Reconciled cash position summary

Why CALVIQO

Built for Trust, Accuracy & On Time Reporting

Direct Communication

You talk to the two people actually doing your books — no account managers, no ticket queues.

Personalized Attention

A small client list on purpose, so every engagement gets careful, senior level attention.

Accurate & Confidential

Every entry doublechecked, NDAbacked and handled with secure, least privilege access.

Fast Turnaround

Samebusinessday responses on weekdays and a fixed monthly delivery calendar you can plan around.

Ideal Clients

Who this works best for

  • E commerce brands with high transaction volumes
  • Businesses using multiple payment gateways
  • Companies preparing for audit, funding or diligence
  • Businesses whose bank balance and book balance don't match

Software Expertise

Tools we work in for this service

We work directly inside the software your business already runs on, no forced migrations, no extra tools to learn.

QuickBooks OnlineXeroTally PrimeZoho BooksMicrosoft Excel
Our Process

Simple, Repeatable & Stress Free

01

Discovery Chat

A short intro over email with our two person team to understand your business, tools and priorities.

02

Setup & Onboarding

Software access, chart of accounts review and a monthly cadence tailored to you.

03

Monthly Delivery

Entries, reconciliations and close handled personally, same people every month.

04

Reports & Direct Support

Reviewed reports on a fixed date, plus direct email access on weekdays.

Bank Reconciliation, FAQs

Ready to move? Send an inquiry.