Transaction Matcher
Automatically match bank transactions with your existing invoices using advanced AI. Features smart tolerance matching, multi-currency support, and manual review tools for 95%+ accuracy in reconciliation.
Advanced Matching Features
AI-powered matching with human oversight for perfect accuracy
AI-Powered Matching
Advanced algorithms match transactions using amount, date, vendor name, and description analysis.
Smart Tolerance Settings
5% amount tolerance and 5-day date window to account for processing delays and fees.
Multi-Currency Conversion
Real-time exchange rates automatically convert currencies for accurate cross-currency matching.
95% Auto-Match Rate
Industry-leading accuracy with confidence scores for each match.
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
Matches transactions within 5% tolerance to account for fees, tips, and rounding
Date Window
5-day window to handle processing delays between transaction and invoice dates
Vendor Recognition
Smart parsing of vendor names despite different formats and abbreviations
Currency Conversion
Real-time exchange rates for matching across different currencies
How Transaction Matching Works
Five simple steps to perfect reconciliation
Upload Bank Data
Upload bank statements or connect your bank account to import transactions.
AI Analysis
AI analyzes each transaction and searches for matching invoices in your database.
Smart Matching
System applies tolerance rules and confidence scoring to identify best matches.
Review Results
Review AI suggestions, manually match uncertain items, and approve final matches.
Export & Sync
Export matched data or sync directly to QuickBooks, Xero, or your accounting system.
Supported Transaction Sources
Import transactions from any source for matching
Bank Statements (PDF)
SupportedUpload statements from any bank worldwide
CSV Transaction Files
SupportedImport transaction data in any CSV format
Connected Bank Accounts
SupportedDirect connection to your bank for real-time data
Credit Card Statements
SupportedProcess business credit card transactions
Multi-Currency Accounts
SupportedHandle accounts in different currencies
Historical Data
SupportedProcess years of transaction history
Typical Matching Results
Average distribution of matching outcomes
Performance & Accuracy
Industry-leading results for transaction matching
Automate Your Transaction Matching
Match transactions in minutes, not hours
Frequently Asked Questions
Everything you need to know about transaction matching
How accurate is the AI matching?
Our AI achieves 95%+ automatic matching accuracy using multiple criteria including amount tolerance (5%), date windows (5 days), vendor name recognition, and currency conversion. Each match includes a confidence score.
What happens if amounts don't match exactly?
The system uses a 5% tolerance for amount differences to account for fees, tips, currency conversion differences, and rounding. You can also manually adjust the tolerance settings.
Can it handle different currencies?
Yes! The system automatically converts currencies using real-time exchange rates, so invoices in EUR can be matched to bank transactions in USD, for example.
What if the AI can't find a match?
Unmatched transactions are flagged for manual review. You can search for invoices manually, create new invoice entries, or mark transactions as personal/non-business expenses.
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?
The system recognizes recurring payment patterns and can automatically match subscription payments, utility bills, and other regular expenses to their corresponding invoices.
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