A transfer finds its own invoice.
Invoices mark themselves as paid, with no manual matching. Even when a transfer does not look like a match at first glance.
This is how it is today. This is how it can be.
The accountant asks which invoice a transfer belongs to, and you look for the number in the title.
Out of dozens of transfers, you check by hand only those the system was not sure about.
The module in the Administy Panel.
A view with sample data.
What happens when you click “Match”.
Most transfers match on their own. When the system is not sure, it suggests invoices with a confidence score and shows what matches: business partner, KSeF number, invoice number, amount. You just approve.
Everything you need.
- 01
Smart matching
Matches income and cost transfers to invoices, including from a private account, by card or with no invoice number in the title.
- 02
Percentage suggestions
When a match is not 100% certain, you get a list of suggestions with a probability.
- 03
It learns your patterns
Configurable matching by name, title and date. The system remembers your decisions.
Three steps. Then it runs on its own.
- 1
A transfer reaches the account
The transaction arrives in Administy from the bank.
- 2
The system looks for the invoice
It compares the amount, business partner, title and history.
- 3
You approve the doubtful ones
Certain matches are posted automatically.
One module. The whole system.
Automatic payment matching belongs to the “Data and integrations” area and uses the same data as the other 24 modules. You switch it on when you need it.
Check whether this module is right for you.
The audit calculates what your current processes cost you and points out the areas you are not covering that carry risk. You do it yourself, with no meeting with us.
Let’s talk about what’s weighing on you today.
This meeting is a diagnosis, not a sales pitch. You tell us what challenge and what business case your company is facing today: liquidity, receivables, costs or profitability. Together we name the causes and check what can be put in order. We will show the system if it turns out to be needed.