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Transaction matching

Documents paired with bank transactions.

DexAI compares each bank transaction with your processed receipts and invoices and proposes the match, using amount, supplier and date.

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app.dexai.app/matching
Sample data
AMAZON BUSINESS
-£125.40
Amazon Business · INV-204-88213
Matched
GOOGLE WORKSPACE
-£118.80
Google Cloud EMEA · GW-9931
Matched
TESCO STORES 2041
-£51.00
Tesco · TSC-48213-09
Matched
TRAINLINE
-£86.20
?
No document yet
Pending
Why it matters

What you get

  • Smart pairing

    Amount, supplier name and date are weighed together to find the right document.

  • One-tap confirmation

    Suggested matches are confirmed in a tap; exceptions are listed separately.

  • Continuous

    Matching runs as transactions arrive, not in a monthly batch.

An accountant working at a desk with a laptop and paperwork
In practice

Every bank line, matched to its document.

Transactions are tied to the receipts and invoices behind them, so reconciliation starts from evidence.

Step by step

How it works

  1. 01

    Transaction arrives

    A new line lands from your connected bank feed.

  2. 02

    Candidates found

    DexAI looks for a processed document that fits.

  3. 03

    Matched

    The pair is reconciled and the status updates everywhere.

More features

Keep exploring

Get started

Ready to automate your finances?

Spend less time processing documents and more time running your business.

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