Three exports.
One review queue.
Load normalized invoice, processor-payment and bank CSV exports locally. Exact references win; amount/date candidates remain reviewable suggestions. Nothing is posted, uploaded or marked reconciled.
Local three-way CSV matcher
| Invoice | Payment | Bank | Status | Basis |
|---|---|---|---|---|
| No local data loaded. | ||||
Scope warnings
Free limit: 50 rows per source. Paid review credits allow up to 2,000 local rows and create an aliased Markdown review report; source rows never leave the browser.
Accounting boundary: this is deterministic candidate matching, not bookkeeping advice or reconciliation. It does not support partial/split invoices, batch settlements, fees, tax, FX, refunds, disputes or sign-convention differences. Confirm matches in authoritative systems with a qualified bookkeeper/accountant where appropriate.
$5 aliased match report
Use one credit to generate an aliased Markdown result summary, unsupported-case gates and period signoff record. A successful report consumes one credit; invalid or unauthorized requests do not.
- 100 prepaid report/API credits
- Up to 2,000 rows per source matched locally
- Aliased three-way exception queue
- Ambiguity, unsupported-case and signoff gates
Native matching and reconciliation substitutes
PMF preflight 67/100 · 28 days + 150 qualified visits + credit purchase