Automate Your Bank Reconciliation in Deltek Vantagepoint

Bank reconciliation is a foundational accounting process — but that doesn’t mean it has to be manual, messy, or time-consuming.

In this Vantagepoint Mini-Demo, Principal Consultant Cindy Cates walks through how to streamline and automate your bank reconciliation process in Deltek Vantagepoint using built-in tools designed to improve accuracy, efficiency, and confidence in your financial data.

You’ll see the end-to-end workflow, including:

• Setting up bank codes, reconciliation options, imports, and connections
• Preparing and importing bank CSV files
• Creating a bank statement and entering closing balances
• Using automation to create and match bank transactions
• Reviewing matched and unmatched items (and clearing what’s ready)
• Running the Bank Reconciliation report
• Comparing reconciliation results to the Cash account on the GL via the Balance Sheet
• Closing the reconciliation when everything ties out (yes, it can match!)

Whether you’re new to Bank Reconciliation in Vantagepoint or looking to tighten up an existing process, this mini-demo will show you how to reduce manual work, improve visibility, and trust your numbers.

Mini-Demo:
📅 Wednesday, January 21
⏰ 1:00 PM ET
🎤 Presented by Cindy Cates, Principal Consultant, Full Sail Partners

Short, practical, and packed with real-world tips — because clean books should never be optional.