Platform / Receipt matching
A batch of receipts, not a filing cabinet.
Upload a batch of receipts and matching finds the transaction each one belongs to by amount, date and vendor, so nobody opens each file by hand.
What it does
Built around how the work actually happens
Batch upload
Drop in dozens of receipts at once; each one queues and uploads on its own.
Matched automatically
A close match on amount and date attaches without anyone touching it.
Suggested, not forced
A near match is offered for confirmation instead of attaching silently.
Open from the transaction
A matched receipt opens straight from the transaction it belongs to.
How it works
3 steps
Upload a batch
Receipts queue in the background; leaving the page does not drop the upload.
Matching runs
Amount and date are compared against open transactions for a confident match.
Confirm the rest
Anything below the confidence threshold is suggested for a quick confirmation.
See it next to the rest of the platform.
Every capability here reads from the same ledger, so nothing needs a second export to line up.