Bank lines matched to your invoices and bills, with the reason for every match on show.
Each line from your bank feed is checked against what's open. The near-certain ones are matched for you, the rest come to you in batches, and anything it can't place is kept out of your profit and loss until you decide.
£19 a month plus VAT, with 3 bank feeds included.
You choose how bold the matching is, and it starts on cautious.
Owners and accountants set the mode for the company. Whatever you pick, some matches always wait for a person.
CautiousDefault
Matches only the near-certain ones on its own. Everything else comes to Match Review.
Balanced
Matches more on its own when the evidence is strong, so there's less to confirm.
Bold
Matches the most on its own. For books with steady, well-referenced payments.
Review everything
Turns off matching on its own completely. Every match comes to you to confirm.
A part-payment always waits for you to confirm how it’s allocated, in every mode.
One payment covering several invoices is matched on its own only when the bank line quotes every invoice number, or the payer is an exact match.
Nothing is posted on a guess.
A line it can’t place goes into an Uncategorised holding account, outside your profit and loss, and waits under Not yet categorised. Your figures stay right while it waits.
- Five views: All, Not yet categorised, Categorised, Not yet confirmed and Flagged.
- Matched the wrong way? Unmatch from invoice puts the invoice back to open.
Rolling outIt learns how you code a supplierAfter three confirmed examples across two periods, it codes that supplier the same way. Every rule is listed under Treatment memory, where you can stop it. It’s switched on for a first group of companies and reaching everyone else over the coming months.
Read-only feeds from any UK bankConnections run through GoCardless on UK open banking, so they can read your transactions and can’t move money. Up to 24 months of history comes in, depending on your bank.
3 feeds on Business Pro5 feeds on Autopilot
Works with
Common questions
Which banks can I connect?
Any bank that supports UK open banking, which covers the major high street and app-based banks. Connections run through GoCardless, are read-only and can't move money.
What happens to a line it can't match?
It sits in an Uncategorised holding account, outside your profit and loss, under Not yet categorised until you say what it was.
Can my accountant check the matches?
Yes. Give them access and they see the same ledger and Match Review you do, and they can change the matching mode.
How far back does it import?
Up to 24 months, depending on your bank.