01
Does this look familiar?
- Different payer names require research
- Unpaid checks pile up at month end
- Results are copied into spreadsheets
02
Why it happens.
Bank entries and invoice data live separately, with no organized set of clues for matching the same transaction.
03
How to change it.
- 01
Load payment and invoice records together
- 02
Rank candidates by amount, date and name
- 03
Leave only uncertain matches for human review
AFTER THE CHANGE
People spend time on ambiguous transactions instead of comparing every row manually.
A service for this problem
KirokuKit
Find likely payment-to-invoice matches and narrow the transactions that need review.