AI Transaction Matching

Beel's matching engine uses multiple algorithms to find connections between bank transactions and invoices. Every match comes with a confidence score and clear reasoning, so you know exactly why each suggestion was made.

Exact Matching

The first pass looks for perfect correlations:

• Precise amount alignment — Transaction amount matches invoice total exactly
• Same-day dates — Transaction date matches invoice date or due date
• Identical references — Bank reference matches invoice number

Exact matches receive the highest confidence scores and are the most reliable.

Fuzzy Matching

For transactions that don't match exactly, Beel uses intelligent fuzzy algorithms:

• Amount proximity — Handles partial payments, rounding differences, and bank fees
• Flexible date ranges — Accounts for payment processing delays (1-5 business days)
• Vendor name similarity — Matches despite naming variations (e.g., "Amazon Web Services" vs "AWS")

Fuzzy matches include lower confidence scores that reflect the degree of uncertainty.

Confidence Scoring

Every match includes a confidence score that helps you prioritize review time:

• High confidence — Strong evidence across multiple signals (amount, date, vendor)
• Medium confidence — Good match on some signals, weaker on others
• Low confidence — Possible match that needs manual verification

Match Reasoning

Beel doesn't just suggest matches — it explains why. Each suggestion includes match reasons showing which signals contributed:

• "Amount matches exactly ($1,234.56)"
• "Transaction date is within 3 days of invoice due date"
• "Counterparty name is similar to vendor: Acme Corp"

This transparency lets you evaluate matches quickly and make confident decisions.

Amount Difference Highlighting

When matched amounts don't align perfectly, the difference is calculated and highlighted automatically. This helps you spot:

• Bank fees deducted from payments
• Partial payments on larger invoices
• Currency conversion differences
• Rounding discrepancies

Multiple Candidates

When more than one invoice could match a transaction, Beel presents all candidates ranked by confidence. You choose the best match based on context only you have.