How automatic matching works

Invoflux compares each bank transaction to your invoices using the amount, the supplier, and the date. Strong matches are accepted automatically; less certain ones are shown as suggestions for you to confirm.

Written By Sergiu Biris

Last updated 10 days ago

Invoflux reconciles by comparing every transaction to your invoices and scoring how well they fit. The goal is zero wrong matches, so it is deliberately cautious.

What it checks

  • Amount. Must line up, allowing for payment-processor fees and currency conversion within a small tolerance.
  • Supplier. The transaction description must point to the same vendor as the invoice, even when bank descriptions are messy.
  • Date. The payment should fall in a sensible window around the invoice.

It also understands common cases like partial payments, split payments, and one payment covering several invoices from the same supplier.

What happens to each transaction

  • Auto-matched. When all the signals line up strongly, the match is accepted automatically.
  • Suggestion. When the fit is likely but not certain, Invoflux proposes the match and asks you to confirm.
  • No match. When nothing fits, it stays unmatched so you can handle it manually.

Result

Most transactions reconcile on their own, and you only spend time on the handful that genuinely need a human decision.

Troubleshooting

  • A transaction I expected to match did not. The amount, supplier, or date may be outside tolerance. Match it manually from the review screen. See Review and confirm a match.
  • A suggestion looks wrong. Reject it. Invoflux learns from confirmed and rejected matches over time.
  • Review and confirm a match
  • Connect your bank account