transaction-matching

Receipt-to-transaction matching uses the absolute transaction amount, a date proximity window, and merchant name normalization to identify candidate matches. It auto-links a single clear match or presents multiple candidates for user confirmation.

Confidence scoring in transaction reconciliation uses a rule-based system to evaluate amount, date, and merchant signals. High confidence matches are auto-linked, while ambiguous cases trigger explicit prompts for user confirmation to ensure accuracy.

Yes, you can match payslips to salary transactions. The payslip reconciliation path links payslips to salary transactions using description pattern checks and date windows to identify likely payroll entries.

Handling split payments and rounding differences during receipt matching requires clear prompts and fallback behavior. The process manages these edge cases alongside potential missing matches to maintain reconciliation accuracy without forcing incorrect links.

To prevent duplicate links when reconciling multiple receipts, the matching process enforces built-in guardrails. These guardrails ensure a single transaction is not incorrectly linked to multiple receipts during the auto-linking or user confirmation workflow.