Intelligent Matching
Payments matched in seconds
Upload a bank statement. AI does the rest.
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Intelligent payment matching
Three layers of AI working together so you don't have to.
Three layers of matching intelligence
Exact matching catches direct references. Fuzzy matching handles partial invoice numbers, amount combinations, and cross-currency payments. AI extraction reads remittance documents to find details humans might miss.
Import from anywhere
Upload bank statements as CSV, PDF, or even take a photo. CashCycle extracts every transaction automatically — amount, date, description, and reference. Enter transactions manually if needed.
Confidence scores you can trust
Every suggestion comes with a confidence score and a clear label. High-confidence matches are one-click confirmations. AI-derived matches are always flagged for human review — the system never auto-applies payments.
Closed-loop from match to books
When you confirm a match, CashCycle updates the invoice, stops active collection emails, and generates a posting package with deep links to record the payment in Xero or QuickBooks.
From bank statement to matched invoice
Import your bank transactions
Upload a CSV, PDF, or photo of your bank statement. Or add transactions manually. CashCycle extracts amounts, dates, and references automatically.
AI suggests the best matches
The matching engine scans all open invoices across three layers and ranks suggestions by confidence. Most high-confidence matches are ready to confirm instantly.
Confirm, adjust, or split
One-click confirm for straightforward matches. Adjust the allocated amount for partial payments. Handle one payment covering multiple invoices with split allocations.
Sync back to your books
Confirmed matches generate a posting checklist with deep links into Xero or QuickBooks. Remittance documents are attached automatically. Your accounting stays up to date.
Early access
Ready to transform your receivables?
See how CashCycle cuts collection time, automates the busywork, and gives your finance team the clarity it deserves.