Banks and statements
Review statements and check which invoices and orders incoming payments belong to.
Example: match a receipt
Which order matches this incoming statement transaction?
What gets easier
Example: match a receipt
A reconciliation proposal
Working with AI
Your data
- An imported statement and order data
AI assistance
- Parses bank statements and reconciles payments with orders and finances.
What you confirm
- Check the proposed match
- Only important external, financial, and irreversible actions require manual confirmation
Learn more
Integrations and data
- An imported statement and order data
Working conditions
- Some actions are available only after data sources are configured
- The more complete your connected data, the more accurate the result
- Manual import is available; online connections need separate verification.
- Matching awaits review; no money is moved.
Common questions
What does AI handle autonomously?
Parses bank statements and reconciles payments with orders and finances.
Can I configure the depth of automation?
You decide where AI works on its own and where it waits for your confirmation — from full control to autopilot
When does a person step in?
Check the proposed match