Banking Reconciliation and Authorization Tools Course
This course equips learners with essential skills for effective banking reconciliation and authorization, focusing on practical workflows to ensure accuracy, fraud prevention, and efficient cash management.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
The Banking Reconciliation and Authorization Tools Course gives you practical skills to resolve variances, handle timing differences, and post accurate remediation entries. Learn step-by-step reconciliation workflows, matching rules, and data preparation, plus clear controls for user access, approvals, alerts, and KPIs so you can strengthen cash oversight and reduce errors in a fast, efficient way.
Elevify advantages
Develop skills
- Bank data prep: clean, normalize, and model statements for fast reconciliation.
- Ledger mapping: set up cash, bank, and clearing accounts for clean audit trails.
- Automated matching: build ERP and Excel rules for quick, accurate bank recs.
- Exception handling: resolve fees, timing gaps, duplicates, and misapplied receipts.
- Authorization controls: design alerts, approvals, and roles to prevent fraud.
Suggested summary
Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
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