Transaction Matcher
Automatically match bank transactions with the invoices in your workspace. Amounts must match to the cent, or within 2% across currencies; vendor, date and references confirm each match, and every match shows a confidence score you can review.
Advanced Matching Features
AI-powered matching with you in control of every match
AI-Powered Matching
Each transaction is matched by amount, date, vendor name and email or website domain, and by invoice, PO or payment references found in the bank description.
Clear Matching Rules
Amounts must match to the cent in the same currency, or within 2% across currencies, and the invoice date must fall within 90 days of the payment.
Multi-Currency Conversion
Payments in another currency are converted at the exchange rate of the transaction date and matched within 2%.
Confidence Scores
Every match shows a confidence score with the reasons behind it — green from 90%, yellow from 70% — and pairs below 55% are never matched automatically. Anything wrong can be unmatched in one click.
Manual Review Interface
Easy-to-use interface for reviewing, approving, or adjusting AI-suggested matches.
Smart Matching Algorithm
Multiple criteria ensure accurate transaction-to-invoice matching
Amount Matching
ExactAmounts must match to the cent when the currency is the same
Date Window
90 daysThe invoice date must fall within 90 days of the payment; a closer date strengthens the match
Vendor Recognition
Fuzzy matchVendor names, email or website domains and invoice or PO references in the bank description confirm a match
Currency Conversion
±2%Converted at the exchange rate of the transaction date and matched within 2%
How Transaction Matching Works
From statement to reconciled month in five steps
Upload a Statement
Upload a bank or credit card statement as PDF or CSV.
AI Analysis
AI analyzes each transaction and searches for matching invoices in your database.
Smart Matching
Amount, date, vendor and references are scored for every transaction; each payment and each invoice is paired at most once.
Review Results
Check the confidence on each match, unmatch what is wrong and match the rest by hand.
Export
Download the missing, matched or full list as CSV for your accountant, or mark all matched invoices as paid.
Supported Transaction Sources
Any bank, as long as you can export the statement as PDF or CSV
Bank Statements (PDF)
SupportedUpload statements from any bank worldwide
CSV Transaction Files
SupportedImport transaction data in any CSV format
Scanned Statements
SupportedScanned PDF statements are read by AI, with no bank templates needed
Credit Card Statements
SupportedProcess business credit card transactions
Multi-Currency Accounts
SupportedPayments in another currency are converted at the exchange rate of the transaction date and matched within 2%.
Historical Data
SupportedUpload older statements to catch up on past months
Matching Rules at a Glance
The fixed rules Tailride applies to every transaction
Automate Your Transaction Matching
Upload your next statement and see straight away what's still missing.
Frequently Asked Questions
Everything you need to know about transaction matching
How accurate is the AI matching?
Tailride scores every transaction against your invoices. The amount has to match — to the cent in the same currency, within 2% across currencies — and a vendor name or domain match, a reference such as an invoice or PO number in the bank description, or a close date confirms it. Each payment and each invoice is paired at most once, and every match shows its confidence. Pairs below 55% confidence are never matched automatically.
What happens if amounts don't match exactly?
In the same currency, amounts have to match to the cent, so a payment that differs because of fees or rounding is left for you to match by hand. Across currencies, a 2% tolerance covers exchange-rate differences. The matching rules are fixed and can't be changed.
Can it handle different currencies?
Yes. A payment in another currency is converted at the exchange rate of the transaction date and matched when it lands within 2% of the invoice total. An invoice in EUR can be matched to a card payment in USD, for example.
What if the AI can't find a match?
They stay under To resolve. Match them by hand from a side panel that lists invoices around the payment date, mark them as needing no invoice, or let Tailride request the invoice: for suppliers with a supported portal, the desktop app or browser extension fetches it, and it is matched automatically when it arrives.
Can I manually override AI matches?
Absolutely! You have full control to accept, reject, or modify any AI suggestion. You can also manually match transactions to different invoices if needed.
How does it handle recurring payments?
Each payment is matched on its own: every monthly charge is paired with that month's invoice by amount and date, and each invoice is paired at most once.
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