Reconcile Client Accounts with the Check Balance Report

The team at Prism Finance has just made it easier to reconcile client accounts between Prism and Xero. With the new Check Balance Report, users can now navigate to Finance > Dashboard > Check Balance to generate a CSV report that highlights any discrepancies between client balances in Prism and Xero.

This report makes it simple to identify and investigate any differences, ensuring both systems are in sync before you run your month-end statements. We recommend running this report as part of your monthly reconciliation process to catch any issues early.

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