Cointab
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How do I download the original trial balance file?
How do I change the email I entered before verifying?
Why is the 'Create account & join' button disabled or not letting me proceed?
Why does my invite link say 'This invite link is no longer valid' and what should I do?
How do I view my active sessions and sign out devices I no longer use?
How do I update my Organization name?
Manage your account with ease — sign up, log in, recover passwords, and keep your profile and sessions secure.
How do I change the email I entered before verifying?
How do I create a Cointab account?
How do I verify my email to complete sign up?
How long is the verification link valid?
I received a verification email but I didn't sign up. What should I do?
Discover Cointab’s AI-assisted reconciliation tools to match records, spot discrepancies, review transactions, and download audit-ready reports.
I only see the welcome message and no reconciliation entries — what should I do?
How do I start using Reconciliation?
I clicked 'Notify me' but didn't receive any notification — what should I check?
What does the 'Coming soon' label mean on product cards?
What information is shown on the Reconciliation card?
View important alerts, reconciliation updates, and workflow activity so your finance team never misses critical changes.
How can I tell when a notification was created?
How do I open the Notifications page?
How do I open the report linked in a notification?
How do I view older notifications or go to a different page of notifications?
How do I view only unread notifications?
Manage organisation details, add or update team members, and configure security settings to control access and protect your Cointab workspace.
How do I change my organization's Timezone?
How do I set or change my organization's Country?
How do I update my Organization name?
What should I do if 'Save changes' doesn't save or returns an error?
Where do I find Organization settings?
Cointab is not just a bank reconciliation tool or payment gateway reconciliation tool. It is a flexible reconciliation engine for comparing any two sides of financial or operational data.
How do I create a new reconciliation?
How do I map columns in the Import modal after uploading a file?
How do I remove or replace an uploaded file from the Create view?
How do I upload a file to the 'Upload file' area?
What does the import preview table show and how should I use it?
Match Side B reports against Side A and Side B records to identify discrepancies, verify transactions, and ensure accurate three-way reconciliation.
How do I add supporting data to a side?
How do I attach a report to my reconciliation?
How do I create a new 3-way reconciliation?
How do I edit a side title for example "Side A - Your Records"?
Upload shows a file type error — how do I fix it?
Automate Amazon reconciliation with Cointab. Match orders, settlements, fees, refunds, and payments to detect discrepancies, reduce manual work, and improve financial accuracy.
How can I share, copy, or delete a reconciliation or delete records?
How do I add files and update an existing reconciliation report?
How do I create and run a new reconciliation for Amazon MTR Report vs Disbursement?
How do I download the expected format template for a dataset?
How do I download the reconciliation report?
Automate Flipkart reconciliation with Cointab. Match orders, settlements, fees, refunds, and payments to detect discrepancies, reduce manual work, and improve financial accuracy.
How do I create a new reconciliation and upload Flipkart files?
How do I download or share the reconciliation report?
How do I download the expected file template for a report?
How do I include or exclude records from reconciliation?
How do I map the Date, Amount, and Reference / Identifier fields for a Flipkart report?
Automate Myntra reconciliation with Cointab. Match orders, settlements, fees, refunds, and payments to detect discrepancies, reduce manual work, and improve financial accuracy.
How do I check the expected data format for a report and download a sample format?
How do I create and run a new reconciliation for Myntra Marketplace?
How do I interpret the Total, Fully matched, Partially matched and Unmatched summary cards?
How do I map Date, Amount and Reference / Identifier columns for a report?
How do I unmatch a pair of matched transactions?
Compare additional amount columns such as GST, TDS, deductions, fees, or expected charges after the primary match.
How do I add a validation check (for example, a GST check)?
How do I edit an existing validation check?
How do I enable validation checks for a reconciliation?
How should I map columns for a validation check?
My validation check exists but I don't see differences in the results — what should I check?
Cointab automates intercompany reconciliation by matching Entity A vs B transactions to detect missing entries, mismatches, and timing differences—replacing manual Excel processes.
Dates in the data preview show timestamps e.g., 2025-01-05T00:00:00. How do I fix header/column alignment so dates display correctly?
How do I add supporting data or add another report to the reconciliation?
How do I configure a file's Sheet, Header row, Date, Amount and Reference/Identifier columns?
How do I download, share, copy, or delete a reconciliation report?
How do I run an intercompany reconciliation after uploading files?
Cointab automates vendor reconciliation by matching AP ledgers with supplier statements to detect missing invoices, duplicates, mismatches, and timing gaps—replacing manual Excel processes.
How do I add Books and Vendor statement files and run the reconciliation?
How do I download, share, copy or delete the reconciliation report?
How do I expand a grouped row labeled 'Multiple transactions (N)' to see the individual transactions?
How do I investigate a large Unmatched difference in the reconciliation?
How do I select Reference / Identifier columns so transactions can be matched?
Cointab automates customer reconciliation by matching AR ledgers with customer data to detect missing receipts, mismatches, duplicates, and timing gaps—replacing manual
How do I add supporting data or another report to the reconciliation?
How do I change the header row or add a missing column in the Configure file modal?
How do I configure the Books / ledger file columns for reconciliation?
How do I configure the Customer statement file columns for reconciliation?
How do I download, share, copy, or delete a reconciliation report?
Cointab lets you upload your bank statement and books, automatically matches transactions using system rules and AI, and gives you clean, audit-ready outputs without formulas, macros, or manual
Header row or columns look wrong in the data preview — how do I fix it?
How do I add a filter to the fully matched list?
How do I copy, share, or delete a reconciliation report?
How do I copy, share, or delete a reconciliation report?
How do I download the reconciliation report?
Reconcile TDS data efficiently by matching records, detecting mismatches, and ensuring accurate tax reporting in one streamlined workflow.
How do I change which row is used as the header row for my Books file?
How do I configure the Books file columns (header row, party, date, TDS amount)?
How do I download, share, copy, or delete a reconciliation report?
How do I open matched transaction details and unmatch a matched pair?
How do I review and edit party mappings between my Books and the 26AS deductors?
Cointab automates credit card reconciliation by matching statements with books to detect missing expenses, duplicates, errors, and timing gaps—replacing manual Excel processes.
How do I add files or update a report after viewing results?
How do I add filters to narrow the reconciliation results?
How do I download, share, copy, or delete a reconciliation?
How do I map Date, Amount and Reference columns when configuring an uploaded file?
How do I select multiple Reference / Identifier columns to use for matching?
Cointab automates VAT/sales tax reconciliation to match authority statements with books and identify gaps, duplicates, errors, timing differences, and unreported transactions.
How can I view the details for a matched transaction?
How do I add supporting data or attach a report to a reconciliation?
How do I change the Tax account name or Period before running a reconciliation?
How do I download, share, copy, or delete a reconciliation/report?
How do I filter the Fully matched list to find specific transactions?
Cointab Reports helps finance teams build reusable reports from multiple data sources using simple forms and real-time previews, without coding or complex spreadsheets.
How do I add data to my report?
How do I configure display, grand totals, and subtotals in a report?
How do I create a new report?
How do I generate a formula for a column using the 'Generate formula' tool?
How do I upload new data (Excel or CSV) to use in a report?
Streamline account reconciliation by validating GL balances, reviewing supporting data, identifying discrepancies, and certifying account accuracy with a clear and reliable audit trail.
How can I tell if an account's difference is explained?
How do I delete a reconciliation?
How do I download the original trial balance file?
How do I open a reconciliation to view its accounts and details?
How do I reopen a certified account?