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DOCUMENTS ⇄ BANK TRANSACTIONS

Connect the payment to the paperwork.

Review invoice and receipt matches alongside statement transactions. Your team decides which suggestions to accept, keeping source references available for the next reviewer.

Convert your first 10 pages free
No credit card required · Review before export
FROM SOURCE TO EXPORT

A clearer path to your books.

  1. 01

    Upload statements and supporting invoices or receipts for a client.

  2. 02

    Compare possible matches by amount, date and merchant or vendor.

  3. 03

    Accept or reject suggestions, and keep unmatched items visible.

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