Overview
The Review Bank Transactions feature in PantherAccounting Plus allows your firm to connect bank and credit card accounts directly to PracticePanther via Plaid — a secure, industry-standard bank connectivity service. Once connected, your transactions are automatically imported so you can:
Match transactions to existing payments already recorded in PracticePanther
Create new Contact Payments, Expenses, or Firm Payments directly from a transaction
Review and manage your full match history for each account
Exclude transactions not needed
Before you begin, ensure you have connected your bank accounts via Plaid in Manage Bank Connections from the Review Bank Transactions page. Click here for instructions on this setup.
Once connected, your bank transactions will begin importing into the Bank Transactions view.
Matching Payments Via Plaid
Matching bank transactions with payments recorded in PracticePanther is the fastest way to streamline your end-of-month reconciliations. When transactions are properly matched:
Your monthly reconciliation process becomes nearly automatic
Previously matched transactions can be reconciled in bulk
Manual review and potential errors are reduced
Your financial records remain clean and audit-ready
Step 1: View Your Bank Transactions
Once your account is connected, you can view imported transactions and start matching them to payments in PracticePanther. Depending upon your bank, up to 180 days of transaction history may be displayed.
Navigate to Accounting > Review Bank Transactions in the top menu.
Use the account selector to choose the account you wish to view imported bank transactions. Your default Operating account will be selected to start.
The screen is split into two panels:
Left panel — Bank Transactions: Lists all transactions imported from Plaid, showing the date, merchant name, category and amount. A withdrawal or deposit label will be displayed for bank accounts or a charge or payment label for credit cards.
Right panel — PracticePanther Payments: Displays payments from PracticePanther that correspond to the selected bank transaction.
Click on a bank transaction to view matching PracticePanther payments with the same amount. If you've selected a date range to filter by, this payments list will also filter down to the same date range.
Use the Date and Amount filters to narrow down the transaction list, or change the sort order using the Sort By dropdown.
Step 2: Match a Transaction to an Existing Payment
If a payment for a transaction already exists in PracticePanther, you can link (match) them together to help streamline your monthly bank reconciliations.
Click on a bank transaction in the left panel to select it. PracticePanther will automatically search for payments with a matching amount and display them in the right panel.
Review the suggested payments shown in the right panel. Each suggestion displays the payment date, payment ID, payment notes, contact name, matter, and amount.
Drag and drop the bank transaction from the left panel onto your desired payment in the right panel to match them. The matched transaction and payment will be removed from the lists.
💡 Tip: Click the Recent Matches button in the top-right corner to see a summary of your 5 most recently matched transactions. From here you can unmatch a transaction in case of an error or view your list of previous matched transactions.
Step 3: Create a New Payment from a Transaction
If no existing payment matches a bank transaction, you can create one directly from the Bank Transactions left panel. PracticePanther supports three types of payments:
Contact Payment — a payment associated with a contact (and matter)
Expense — a hard cost expense incurred on behalf of a matter
Firm Payment — a firm-level payment not tied to a contact, such as a firm operating or credit card expense
To create a new payment from a transaction:
Hover or click on a bank transaction in the left panel to view the three payment options.
Click one of the three quick-action buttons that appear below the transaction: Contact Payment, Expense, or Firm Payment.
A payment form will open with the transaction details (amount, date, bank account, and notes) pre-filled.
For Contact Payments: Complete the relevant contact payment fields.
For Expenses: Complete the relevant expense fields.
For Firm Payments: Complete the firm payment details.
Click Save when done. The payment will be created in PracticePanther and automatically matched to the bank transaction. Both the bank transaction and the payment will be removed from their respective lists.
💡 Tip: If you create a transfer, that will create two payments in PracticePanther. The payment belonging to this bank will be automatically matched. The payment created for the other half of the transfer will still be awaiting to be matched in the other bank account.
Step 4: View Match History
The Match History page gives you a full audit trail of all matched transactions for a given bank or credit card account.
From the Bank Transactions page, select the account you want to review using the account dropdown.
Click Recent Matches to review your last five matched transactions.
Click View Match History to view all previous matches.
The Match History table shows:
Matched Date — when the match was created
Payment — a link to the PracticePanther payment record
Transaction Date — the date of the bank transaction
Name — the merchant or transaction name from your bank
Amount — the transaction amount
Check No. and Reference No. — if applicable
Use the Search bar to find matched transactions by Payment ID or name, or filter by Matched Date or Amount.
Unmatching a Transaction
If a transaction was matched incorrectly, you can undo the match at any time.
Go to Match History for the relevant account.
Find the match you want to remove and click Unmatch in the Actions column.
The bank transaction will be returned to the unmatched Bank Transactions list, and you can re-match it as needed.
You can also unmatch from the Recent Matches view directly from the Bank Transactions page if you need to quickly unmatch a recent transaction.
Account Reconciliations
Importing and matching bank transactions to PracticePanther helps make monthly bank and credit card reconciliations faster and easier. On the Reconciliation page, matched transactions are marked with a Y in the Imported column.
Click Select Imported to quickly check all matched payments.
This speeds up reconciliation by reducing the need to manually match individual bank statement transactions.
