AppsQuickstart15 min

Recon quickstart

Switch on Recon, set up a reconciliation, load two statements and see what matched.

In about 15 minutes you’ll have a reconciliation with both sides loaded, matched by Recon’s starter rules, and the breaks that are left in front of you.

You need: a Tyms account, and a sample statement from each side: for example a bank or mobile money statement (CSV, Excel, MT940 or CAMT.053) and an export from your ledger for the same day. To switch Recon on and set it up, you need to be an owner or admin of your workspace. Recon is free to switch on, and 10,000 transactions reconciled a month are free.

  1. Switch on Recon. Sign in at recon.tyms.ai with your Tyms account. If Recon isn’t on for your workspace yet, an owner or admin switches it on there.
  2. Make a template. Go to Sources, open Templates and choose New template. Choose your Sample statement: Recon shows its first rows. Pick which column is the Date, the Amount and the Reference, check the Preview, and choose Create template. MT940 and CAMT.053 files need no columns.
  3. Add two sources. On Sources, choose New source for each side, for example "Stanbic trust account" and "Wallet ledger", with their currency and template. To have statements emailed in, add the sender’s address under Who emails its statements.
  4. Create the reconciliation. On Reconciliations, choose New reconciliation: name it, choose how often (daily, weekly or monthly), and its two sources.
  5. Load both statements. Open the reconciliation and choose Load statement for each side and the period. Recon checks each file adds up, then matches the two sides with its starter rules.
  6. Work the breaks. Open the period. What matched is under Matched, with the rule that made each match. For what’s left, select lines on both sides and choose Match selected, or open a line to give it an owner and a reason.

When everything open has a reason, an approver chooses Sign off (or Propose sign-off, when a second person approves). The period locks, and its Evidence pack is ready to download.

Run it from your assistant

Ask Claude, ChatGPT or Jamaa what’s open and why. Add https://recon.tyms.ai/mcp as a connector, or follow the assistant quickstart.

Good to know

  • Same file twice? Recon refuses a file already loaded for that source, so a resent statement never doubles your lines.
  • Rules are yours. Choose Rules on a reconciliation to add or change rules, and test them on a period before saving.
  • What’s charged. Only lines reconciled, matched or written off, count, each once. Loading statements is free. See Billing.

What’s next

Last checked against the product on 9 November 2026.

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