Illustration generated for this guide. It does not represent a property for sale.
Understand what reconciliation does
Reconciliation links a transaction to what it pays for. An identical amount is not always enough: several homes may have the same rent, and a payment may cover multiple periods. Start by considering your checking criteria, then see how the tool presents them. You should understand a proposed match. If you cannot explain why two items were linked, check before confirming.
Prepare a small fictional file
Proprioo describes bank reconciliation through CSV imports, with direct banking connectivity still to be connected. To explore it, prepare a few imaginary transactions: a full rent payment, a partial one, a transaction without a reference and a sum unrelated to any lease. Use the format requested in the interface and check separators, dates and decimal notation. Do not upload a real statement just to try a demo.
Prepare your next step: Expected, received or partial rent: keep a clear picture with Proprioo
Watch for duplicates
A useful test is to observe how two similar lines are handled. In your real organisation, retain the period covered by each export and note what has already been imported. Overlapping exports commonly cause double counting. Check transaction counts before and after import, then compare totals. Reconciliation that seems quick but cannot be explained will cost time at your next check.
Keep exceptions visible
An unrecognised transaction is not necessarily unpaid rent. It might be a refund, correction or third-party payment. Keep a short exception list and specify the next check for each entry. Do not force a match merely to make every indicator green. A temporarily unallocated transaction is better than artificially balanced records. Good tracking also depends on accepting that some items remain pending.
Choose a tool using a complete scenario
After testing, ask three questions: can I find the original line, understand its allocation and correct an error? Then check export and backup options. Proprioo’s public demo uses browser storage; it should not become your only archive. Your bank remains the source of actual transactions. Before professional use, review the service’s terms and availability at that time.
Sources and references
ComparImmo editorial team. Sources checked on 3 October 2026. Check the rules for the region and your circumstances before making a commitment.