---
title: "Banking — Every movement, matched. | R&D COPILOT"
description: "Banking data integration and a clear statement-to-ledger matching workflow. Scope accounts, providers and accounting handoffs with R&D COPILOT."
canonical: "https://banking.rdcopilot.com/en/products/banking/"
language: en
updated: 2026-10-06
---

BANKING DATA. ACCOUNTING CONTEXT.

# Every movement,  
_matched._

Bring your bank statements and accounting records into the same conversation. See the reference, check the amount, resolve the difference.

[Scope your integration](https://rdcopilot.com/contact/?product=banking) [Open the matching desk](https://banking.rdcopilot.com/en/products/banking/#matching)

A software integration for banking data. Bank access is scoped through an agreed, appropriately licensed provider. Availability and access are confirmed by agreement.

01 /

## The matching desk

LOCAL SESSION

ACCOUNT**Operations · EUR**

06 October 2026

Reset session

Ready for review**3**

Accepted matches**0**

Unmatched net amount**442.00 EUR**

### Bank statement

Select a transaction

01

Reference / descriptionAmount

≡

### Accounting ledger

Choose the corresponding entry

02

Document / descriptionAmount

Difference**0.00 EUR**

Set aside RAccept match A

Select a line on each side. Accept exact matches; set differences aside for review.

Decisions stay in this browser session.

Enable JavaScript to use the matching desk. You can still read the workflow and request an integration below.

Try the bank-fee line to inspect a difference. Switch the account above to review RON activity. Keyboard: A accepts an exact match; R sets the selected line aside.

THE DETAIL THAT MATTERS

## A difference deserves  
_an explanation._

A matching amount is only the beginning. Keep the account, currency and document reference together before deciding what belongs in the books.

1.  01
    
    ### Read in context
    
    Keep the source reference visible beside its accounting document.
    
2.  02
    
    ### Review the exception
    
    Fees, timing and partial receipts need a decision, not a silent match.
    
3.  03
    
    ### Hand off with a trail
    
    Agree the accounting handoff and approval rules before posting.
    

EXCEPTION REVIEWEUR / 06.10

![Banking matching desk with a bank fee of 18 EUR selected against a ledger fee of 15 EUR. The 3 EUR difference prevents accepting the match.](/product-demos/banking/exception-en.png)

The fee difference stays visible until it is resolved. Captured from the matching desk above.

02 /

## Keep the books connected.

Agree where statement data enters, who reviews differences, and how accepted decisions reach your accounting workflow.

[Ledger & closeAccounting](https://accounting.rdcopilot.com/en/products/accounting/) [Source documentsERP](https://erp.rdcopilot.com/en/products/erp/) [Connected workflowsIntegrations](https://integrations.rdcopilot.com/en/products/integrations/)

BEFORE THE FIRST CONNECTION

## Your accounts.  
An agreed scope.

Start with the banks, countries, currencies and accounting system you use. We scope the data integration and access route around that workflow.

[Register interest in access](https://rdcopilot.com/account/?product=banking)

### Provider & account coverage+

We confirm each bank, country, account type and required data field with the selected provider. Provider availability does not establish an active R&D COPILOT connection.

### Consent, access & retention+

Define the permitted accounts and users, consent and renewal process, data location, retention period and removal process in the integration agreement.

### Accounting & review responsibilities+

Agree who can review, accept and export a decision, what requires approval, and which system owns the accounting entry. The browser matching desk changes no bank or ledger records.

A closer look

## Explore the Banking interface

[![Bank and ledger entries with an exact match proposed.](/product-demos/banking/gallery-overview-en.png)View full size](https://banking.rdcopilot.com/product-demos/banking/gallery-overview-en.png)

Bank and ledger entries with an exact match proposed.

[![Accepted receipt match and a bank-fee difference set aside for review.](/product-demos/banking/gallery-detail-en.png)View full size](https://banking.rdcopilot.com/product-demos/banking/gallery-detail-en.png)

Accepted receipt match and a bank-fee difference set aside for review.

Swipe or use the arrows to explore.

Image 1 of 2

LET’S MAP THE ROUTE

## From statement  
_to accounted for._

Tell us which accounts and accounting workflow you need to bring together. We’ll define the integration, dependencies and commercial scope with you.

[Request an integration quote](https://rdcopilot.com/contact/?product=banking) Access is arranged after scope and agreement.