Bank Auto-Match: Linking Certain Matches for You
Let Seayora link a bank line to the entry it obviously belongs to when the match is certain — logged, limited by your own rules, and undoable.
Banking already suggests matches: a bank line and an entry in your books for the same amount within a few days. Auto-match links the ones you would have accepted anyway, so the matching that is left is the matching that needs a person. It is off until you switch it on, under Accounting → Bank auto-match.
Your rules
- How confident a match must be before it is linked — 90 out of 100 unless you change it.
- How many days apart the bank line and the entry may be — 3 unless you change it.
- An optional largest amount, above which a person always decides.
- Whether entries typed by hand may be matched, and whether it runs straight after a bank import.
Preview shows exactly what a run would link before it links anything. When two entries both fit one line, or one entry fits two lines, nothing is linked however high the score — you choose, in Banking.
Undoing a match
A match only links a bank line to an entry that already exists; it creates no entry of its own. Every link is in the log with its score and the reason, and can be undone with a reason of your own. A line that is part of a completed reconciliation cannot be undone until that reconciliation is reopened.
Related features and guides
- Bank Feeds & Reconciliation — Documentation. How to connect a live bank feed from Mercury, Brex or Rho, import statements from any other bank, auto-categorize transactions with rules, and reconcile your accounts each month.
- Bank Feeds & Reconciliation — Feature. Connect bank feeds and reconcile transactions against the ledger, so what the books say and what the bank says actually match.
- Bank Reconciliation Explained (and Why It Matters) — Guide. What bank reconciliation is, why every business should do it monthly, and how bank feeds and rules make it fast instead of painful.
- Uploading Bank Statements: CSV, OFX, PDF and Photos — Documentation. Banking → Statements takes a statement in any format, imports the transactions once, runs your rules and the AI categorizer, and keeps the file, the period and the balances as the paper trail.
- Agents: a Leasing Agent and a Renewals Agent That Work Inside Your Limits — Documentation. Answer prospects at any hour, follow up, remind applicants and ask residents about renewing — with every message disclosed, every act logged and anything sent in chat undoable.
- Owner Portals & Reporting — Feature. Owner portals and multi-property accounting let property owners see performance and financials for their assets without a monthly email from you.