Core feature
Bank Transaction Matching for Contractors.
Match bank transactions to jobs, vendors, customers, and categories without turning daily reconciliation into a bookkeeping maze.
The owner question: Which bank transactions still need to be matched, and which job or vendor do they belong to?
Simple workflow
Step 1
Import or upload transactions
Step 2
Categorize each item
Step 3
Match to a job, vendor, or customer
Step 4
Mark reviewed
Questions about bank transaction matching
What does bank transaction matching help trade owners answer?
Which bank transactions still need to be matched, and which job or vendor do they belong to?
Is this meant to replace accounting software?
No. TradeProfit focuses on daily cash, reconciliation, job profit, and owner-ready reports. It is not trying to become a full accounting platform.
Can a contractor start without a bank connection?
Yes. TradeProfit supports manual transaction entry and CSV bank uploads before a company connects a bank feed.