transaction-matching

What problem does it solve?

Reconcile bank transactions with uploaded receipts by providing a robust, rule-based matching process that reduces manual reconciliation time and errors.

Core Features & Use Cases

• Signal-based matching uses the absolute value of the transaction amount, a date proximity window, and merchant name normalization to identify candidate transactions.
• Confidence-driven workflow auto-links a single clear match or presents multiple candidates for user confirmation, supporting transparent decision-making.
• Payslip reconciliation path links payslips to salary transactions, with description pattern checks and date windows to identify likely payroll entries.
• Handles edge cases such as rounding differences, split payments, and potential missing matches with clear prompts and fallback behavior.

Quick Start

Match a new receipt against your transactions.csv to auto-link the best candidate or present options for manual confirmation.