Transaction Capture & Reconciliation
Get true, trustworthy actual-spend data into a project with the least friction possible, however the investor is able to provide it — connected bank feed, uploaded statement, or manual entry — and give them a clear, low-anxiety way to confirm which transactions belong to the project before they feed the P&L. This is th
Flows
Confirm Spend Status & Choose Capture Method
Determine whether a project has any actual spend to capture yet, and if so, let the investor pick the capture method that fits how they can provide it.
Connect Bank & Review Transactions
Securely connect a bank account, let the investor scope which accounts Dovel analyzes, and review imported transactions before any of them count as actual project spend.
Upload or Manually Enter Expenses
Let an investor without a live bank connection still add actual project spend, either by uploading a statement/records file or by entering a paid expense by hand.
Review Actual Spend & Flagged Items
Give the investor a clear summary of confirmed actual spend by category, and a dedicated way to resolve any transactions still flagged as uncertain, before that data is treated as final for the projec
Screens · 9
Confirm Spend Status
SCR-RECON-01Scoped
Choose Expense Capture Method
SCR-RECON-02Scoped
Connect Bank Account
SCR-RECON-03Live2/2 ep
Select Accounts to Review
SCR-RECON-04Scoped3/3 ep
Import & Review Transactions
SCR-RECON-05Live5/5 ep
Upload Expense Records
SCR-RECON-06Scoped
Enter Expense Manually
SCR-RECON-07Scoped1/1 ep
Expense Summary & Actual Spend
SCR-RECON-08Scoped1/1 ep
Review Flagged Transactions
SCR-RECON-09Scoped