TrackPoint_OS — A bold, smarter way to handle payments

Jobber connection

Bank statement (optional)

🏦

Drop bank export

Excel, CSV or PDF · BofA format

Payments to reconcile

Sources

or add manually

📊

Drop multi-tab Excel

One tab per payment · all added at once

or add individually

⚡

Ready to reconcile

Upload Jobber export, add payments with remittances, hit run. TrackPoint_OS matches programmatically and only uses AI for the hard cases.