The easy way to stop matching payments by hand.
We automate the matching between your bank feed and your records. We'll show you exactly how much before you commit to anything.
We automate whatever we can, based on your data
Most transactions match themselves, reference numbers, amounts, dates, the patterns already there. What's left still needs a person, and it always will. What changes is the size of that pile.
Proportions shown are typical, not a promise. Yours gets tested.
On similar projects, we typically see 70 to 80 percent matched automatically. Your number depends on your data, we test it before we quote anything.
We test it before it ever touches anything real
We take a sample.
Old bank statements, historical records, nothing connected to your live systems.
We run the match in a sandbox.
You get the real number, for your actual data, not a generic estimate.
You see it before anything's at risk.
Nothing in your live systems is touched until you've seen it work, and said yes.
Then, and only then, we build it in your tenant.
If at any point it doesn't stack up, you walk away having changed nothing. Your live data was never touched.
As automated as you want it to be
Some teams just want the manual matching gone. Others want the whole thing automated, feeds pulled in, live dashboards, the works. We work out where you sit in the first conversation.
Drag the handle, or pick a position.
Your live data doesn't move until you say so. Testing happens on historical data first. Nothing live is touched until you've seen it work.
What you get
A live view of what's matched and what isn't
148 items, updated 9 minutes ago
A short exceptions list, not every transaction
2 of 148 items need a decision
A repeatable process, not one person's method
Your actual match rate, confirmed before you commit
Measured on your sample, before anything is built
Want to know what this looks like on your data?
We'll test it on a sample first. No commitment, no access to your live systems.
Get started