FinovaOS's auto-match engine compares your imported bank transactions against your recorded entries and suggests matches — reducing manual work by up to 80%.
How auto-matching works
When you import a bank statement, FinovaOS compares each transaction's amount, date, and description against your unmatched invoices, payments, and expenses. Matches with high confidence are suggested automatically.
Reviewing and confirming matches
1
Go to Banking → Bank Reconciliation and select your bank account.
2
Click Auto-Match. FinovaOS will process the statement and highlight suggested matches in green.
3
Review each suggestion — confirm matches that are correct by clicking ✓ Accept.
4
For incorrect suggestions, click ✗ Reject and match manually.
5
For unmatched bank transactions, click Create Entry to record them directly.
💡Tip: The more you use FinovaOS and the more consistent your descriptions are, the better auto-matching becomes over time.
⚠️Note: Always review auto-matches before accepting. FinovaOS may suggest a match based on amount alone — verify the dates and descriptions also make sense.