Step 1 — EMR payment posting report

Upload your
EMR payment
posting report

This is your base file. Every check and EFT posted in your EMR will be extracted and matched against your bank statement.

Drop your EMR export here or click to browse
Accepts Excel (.xlsx, .xls) or CSV — MDLand, ECW, or any EMR format
file.xlsx
Extracting checks & EFTs

Reading your
posting report

Payments found
0 unique
Claude is reading your file...
—
Unique checks & EFTs
—
Total posted value
Step 3 — Bank statement

Now upload your
bank export

Export your bank statement as Excel or CSV. Claude will automatically keep only incoming deposits and filter out everything else.

Drop your bank export here or click to browse
Accepts Excel or CSV — Chase, TD Bank, Bank of America, or any bank format. Multiple files supported.
statement.csv
Extracting incoming deposits

Reading your
bank statement

Deposits found
0 incoming
Claude is reading your file...
—
Incoming deposits
—
Total deposit value
Matching payments to deposits
Claude is working through your checks and EFTs against bank deposits
Payment posting report
— items
0matched
Bank deposits
— items
View Full Report button activates once reconciliation is complete
Missing from bank
$0
0 checks & EFTs
Unposted revenue
$0
0 deposits not posted
Flagged for review
$0
0 ambiguous items
Matched & reconciled
$0
0 confirmed
AI summary
Processing...
Missing from bank Posted in EMR — contact payer to reissue
Unposted revenue Confirmed insurance in bank — not posted in EMR
Flagged for review Ambiguous — human decision needed
Matched & reconciled Fully confirmed — no action needed