Automated reconciliation & month-end close

Catch every reconciliation break before you close the month.

The bank feed and your books should reconcile to the penny — every month, they don't. BreakZero matches them automatically and flags every exception — with the exact dollars at stake — before you close the books.

Read-only. We never touch or move money. Your data stays yours. Deploy in your environment — or ours. Live in weeks, not months.
Live demo

See it work in under 45 seconds

Watch the walkthrough — then run the real engine yourself, right here in your browser. Drop in your own two files if you like; they never leave your device.

Under 45 seconds, sound on — the real engine finding $10,210 in breaks on a month-end close. Or run it yourself below ▼

Bank statement (CSV)
ref,date,description,amount,type
QuickBooks / ledger export (CSV)
same columns
🔒 Your files never leave your browser. This demo runs entirely on your device — nothing is uploaded, stored, or sent to us.
Automated month-end reconciliation

Reconciliation Exceptions

Transactions checked
Matched clean
Breaks found
Exposure flagged
SeverityExceptionTransactionDetail$ ImpactRef
Reconciled in 1.3s — the same close review takes a bookkeeper hours by hand.BreakZero
The dashboard

Your whole book of clients, at a glance

The demo reconciles one close. This is the view you live in every month — every client's close status, open exceptions, and dollars at stake, in one place.

Reconciliation Dashboard · July 2026
23
Open exceptions
▼ 6 vs last month
$48,120
Dollars flagged (MTD)
across 5 clients
9 / 14
Clients closed
5 in progress
2.4 days
Avg time to clear
▼ 0.8 vs last month

Exceptions caught over time

Trending down as recurring issues get fixed at the source.
41
Feb
37
Mar
44
Apr
33
May
29
Jun
23
Jul

Exceptions by type

The exception mix in this month's close.
Unrecorded in books
8
No bank record
6
Amount mismatch
5
Duplicate entry
3
Bank fee not booked
1

Open items aging

How long exceptions have been sitting unresolved.
1–3 days
12
4–7 days
6
8–30 days
4
Over 30 days
1

Dollars flagged by client

Where the exposure is concentrated this close.
Beacon Media
$14.3k
Riverside Fitness
$12.8k
Acme Co
$9.2k
Summit Dental
$6.3k
Copperline Agency
$5.5k

Close status by client

Every client closes every month — this is the selected month's cycle. Green means those books are reconciled and closed; amber and red need a look.
ClientStatusOpen$ FlaggedLast activity
Riverside FitnessBlocked6$12,830Jul 29
Beacon MediaIn review5$14,300Aug 2
Copperline AgencyIn review5$5,500Aug 2
Summit DentalIn review4$6,250Aug 1
Acme CoIn review3$9,240Aug 2
Northwind RetailClosed0Aug 1
Harbor CafeClosed0Aug 1
Lakeside ClinicClosed0Jul 31
Showing 8 of 14 clients · 9 closed, 5 in progressBreakZero · updated automatically after every sync

Illustrative sample. Your dashboard reflects your own clients, feeds, and books — updated every time BreakZero reconciles. Views, columns, and reports can be tailored to how your firm works.

How it works

Set it once. It runs every close.

1

Connect your sources

We connect BreakZero to the bank feed and your accounting system (QuickBooks, Xero, NetSuite) — read-only. No manual exports.

2

Reconcile automatically

It matches every transaction and flags the exceptions — unrecorded items, amount mismatches, duplicates, and uncleared entries — with the dollars at stake.

3

Delivered where you work

A clean exceptions report to email or Slack — with one-click export to Excel or CSV for your workpapers — plus a running record of open items. Your team clears a short list, not a spreadsheet.

Built around your workflow — not the other way around. Every firm closes the books a little differently, so we tailor BreakZero to yours: your match rules and materiality thresholds, your exception categories, your report formats, your delivery. And as your clients and processes change, we keep adjusting it — customization is part of the service, not an add-on.
Built for
Bookkeeping firms Fractional CFOs & controllers Accounting firms Multi-entity small businesses Franchise & multi-location operators
Security

Built for how you handle client data

Vetting a new vendor is the right instinct. Here's how BreakZero keeps your risk near zero from day one.

Read-only access

We connect read-only. BreakZero can never move money or change your books.

Deploy in your environment

Run it in your own cloud or on-prem, so your client data never leaves your infrastructure.

No data retention

The demo runs entirely in your browser. Nothing is uploaded to or stored on our servers.

Secrets stay in your vault

Credentials live in your secrets manager — never in plaintext or in our config.

Who's behind it

Built and run by the founder

CD

Canon

I build automated reconciliation and trading-operations infrastructure — systems that match transactions to the penny across banks, brokers, and books, and run unattended every day with real money on the line. BreakZero brings that same engineering discipline to month-end close.

There's no sales team and no handoff: you work with my team and I directly, from the first free reconciliation through every close after it. That's also why customization is part of the service — we'd rather fit the tool to your workflow than ask you to change it.

FAQ

Questions firms ask before a pilot

What systems do you connect to?
QuickBooks Online, Xero, and NetSuite on the books side; bank and credit-card activity via direct feeds or exports (CSV/OFX) on the other. If you can export it, we can reconcile it — unusual formats are exactly the kind of thing we tailor during setup.
Do you see or store our clients' data?
Access is read-only — BreakZero can never move money or write to your books. You can deploy it in your own environment so client data never leaves your infrastructure, or in ours. The demo on this page runs entirely in your browser; nothing you upload there is sent to us.
How long does setup take?
Your first client is usually reconciling within days. Rolling out across your full book — with match rules and reports tuned to how you work — takes weeks, not months.
What does it cost?
Engagements start with a paid pilot on a handful of clients, then a monthly retainer that scales with your book — we'll scope it on a short call once we've seen your close. Founding clients get preferred pricing that stays with them. The first reconciliation is free either way.
Our close process is unusual — will this fit?
Almost every firm's is, which is why customization is part of the service rather than an add-on. Match rules, materiality thresholds, exception categories, report formats, delivery — all fitted to your workflow during setup, and adjusted as your clients change.
What happens if BreakZero finds nothing?
Then your close is clean, and the free reconciliation cost you nothing but the export. That's a good result — and you'll know it to the penny rather than assuming it.

Get a free reconciliation of your last month

Send an anonymized export of last month's bank statement and books — we'll run BreakZero and send back exactly what it catches. No commitment.

  • Real exceptions in a real client close — with the dollars at stake
  • Runs on anonymized data — nothing sensitive leaves your side
  • If it finds nothing, that's a good result too
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