The Wheel syncs your QuickBooks and bank data into a single canonical hub, finds what matches, and tells you exactly why — in plain English.
The Wheel pulls data from your accounting software and your bank, normalizes it, and builds a single source of truth you can actually trust.
Connect your QBO account and the Wheel pulls in payments, invoices, and entities — normalized into a clean canonical format.
Connect via Teller and every bank transaction becomes a first-class record in the hub, ready for reconciliation.
The engine compares payments against bank transactions, scores each candidate pair, and ranks matches by confidence — deterministically.
Every match comes with a human-readable summary: what lined up, what didn't, and what needs your attention.
Trace any canonical record back through every step of the pipeline — from raw vendor data to the final hub record.
Every sync run, every decision, every match is logged. Nothing is silent. Nothing is lost.
Four steps. One hub. Complete clarity.
Authorize QuickBooks Online via OAuth and connect your bank via Teller. The Wheel stores encrypted credentials and syncs on your schedule.
Raw data from each source passes through a staged pipeline: fetch, normalize, stage, apply. Every record lands in the canonical hub with a stable identity and a full audit trail.
The reconciliation engine compares hub payments against hub bank transactions. It generates candidate pairs, scores them, and classifies each outcome: exact match, strong candidate, ambiguous, or no candidate.
For each candidate pair, the engine produces a structured explanation: what supported the match, what argued against it, and what it couldn't resolve. Clear enough for humans, structured enough for automation.