🎓 Free Training Sessions

ReconcileIQ Webinars

Master bank reconciliation automation and LedgerIQ analytics with our expert-led webinars. Free for all UK accounting professionals.

1000+

Attendees

45min

Per Session

100%

Free

Upcoming Training Sessions

Join live sessions with Q&A or catch the recordings

Next Week

Getting Started with ReconcileIQ

Perfect for new users. Learn the basics of automated bank reconciliation and PDF processing.

Wednesday, 2pm GMT
Beginner Level
Jack Whitehead
Register Free
This Month

Advanced Reconciliation Techniques

Complex matching scenarios, handling exceptions, and optimizing your reconciliation process.

Friday, 11am GMT
Advanced Level
Jack Whitehead
Register Free
Popular

LedgerIQ Financial Analysis Masterclass

Deep dive into the 30+ analysis modules, ratio trends, and automated reporting features.

Tuesday, 3pm GMT
Intermediate Level
Jack Whitehead
Register Free

On-Demand Recordings

Watch previous sessions at your own pace

45 min Recorded

Bank Statement PDF Processing Masterclass

Complete guide to processing PDFs from all major UK banks including Lloyds, HSBC, NatWest, and Barclays.

Recorded January 2025 Request Recording
52 min Recorded

QuickBooks & Xero Integration Workshop

Step-by-step setup of API connections, automated transaction sync, and best practices for multi-client workflows.

Recorded December 2024 Request Recording
38 min Recorded

Time-Saving Tips for Accounting Practices

Practical workflows, client onboarding, and efficiency tips that save practices 10+ hours per week.

Recorded November 2024 Request Recording

What You'll Learn

PDF Processing Mastery

  • • Upload and process bank statements from 17+ UK banks
  • • Handle complex PDF formats and password protection
  • • Troubleshoot common parsing issues
  • • Optimize processing speed for large files

Advanced Matching

  • • Configure fuzzy matching algorithms
  • • Handle partial payments and split transactions
  • • Set up automated rules for recurring items
  • • Manage exceptions and manual review workflows

LedgerIQ Analytics

  • • Navigate the 30+ financial analysis modules
  • • Generate automated P&L and Balance Sheet reports
  • • Set up ratio analysis and trend monitoring
  • • Create client-ready financial dashboards

API Integrations

  • • Connect QuickBooks, Xero, Sage, and Pandle
  • • Set up automated transaction sync
  • • Configure account mapping and categorization
  • • Troubleshoot API connection issues

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All webinars are recorded and available to attendees