Case study: how Marketium reconciles 42 QuickBooks Online clients from one dashboard
Nexora Recon was built inside Marketium, an accounting firm, on real client books, before it ran anywhere else. Here's what it has found there so far, in plain numbers.
The numbers so far
Totals from Marketium's Nexora Recon workspace as of October 16, 2026:
| 42 | client companies on QuickBooks Online, across Simple Start, Essentials, Plus and Advanced |
| 345 | bank and credit card accounts watched every morning |
| 163 | statements read (PDF and CSV), covering 143 account-months |
| 11,164 | statement lines checked against the books, to the cent |
| 8,277 | lines matched automatically to entries already in QuickBooks |
| 1,913 | statement lines that weren't recorded in QuickBooks yet |
| 10 | keying errors caught: the entry exists, but the amount was typed wrong |
| 337 | entries posted to QuickBooks, every one approved by someone at the firm first |
Put simply: about 1 in 6 statement lines wasn't in the books yet when the statement was checked. Each one is a deposit, fee, card charge or transfer that would otherwise have been found by ticking lines by hand, or not found at all.
The problem before
Marketium keeps the books for dozens of small businesses. Like most firms, the work wasn't hard, it was slow: find out which accounts were behind, ask each client for the right statements, wait, then tick every line in each client's file and record what was missing one entry at a time. Clients on Simple Start and Essentials, about 4 in 10 of Marketium's list, didn't get the AI-assisted reconcile that QuickBooks offers on higher plans.
How the firm works now
- One dashboard. Every client's status, the statements still missing account by account, and open items, on one screen.
- Statements in. Uploaded in the app, filed to the right account and month automatically.
- Every line checked overnight. Matches, lines missing from the books, and differences explained.
- Approve and post. Staff pick the payee and category for each missing line and approve. Nothing is written to QuickBooks without that approval, and existing entries are never edited.
One client, one month: a restaurant
A restaurant client's September checking statement had 132 lines, mostly daily card-processor deposits. 99 of them weren't in QuickBooks. A staff member reviewed and approved them in one sitting: 38 deposits and 61 expenses, with payees and categories, and the app remembered those choices for the same kinds of lines next month. After posting, all 132 lines matched and the account showed a $0.00 difference for September.
What it flagged that a person might miss
- A $10,682 credit card autopay leaving a client's checking account for a card that didn't exist in the client's books. Was it a business card that needed to be added, or an owner's draw? That's a question for the client, raised the same week instead of at year-end.
- Typed amounts that were close but wrong, the kind that make a reconciliation "almost" balance and eat an afternoon.
- Over 3,300 health findings across the client files (219 marked critical), ranked by importance: uncategorized balances, accounts behind, stale uncleared items, overdue invoices.
About Marketium
Marketium is the accounting firm Nexora Recon was built with, and our partner firm, so this isn't an arm's-length review. That's also why the numbers are real: the product has run on their client books every day since before it was offered to anyone else. Client names are left out on purpose.
Frequently asked questions
Are these real numbers?
Yes. They are totals from Marketium's Nexora Recon workspace on October 16, 2026, counted automatically. Client names are left out.
Does Nexora Recon post entries to QuickBooks on its own?
No. Every one of the 337 entries was approved by someone at the firm before it was created, and existing entries are never edited or deleted.
Does it work for clients on Simple Start and Essentials?
Yes. Marketium's clients are on all four QuickBooks Online plans, and the same check runs on every one.
How do I try it on my own clients?
Start the free 7-day trial on up to 10 client companies at signup.nexorarecon.com. No card is needed.