How automatic matching works

The three signals SignSolid uses to pair a transaction with an invoice.

Written By Alex

Last updated About 1 hour ago

SignSolid compares every bank transaction against your invoices and pairs them up where the evidence is strong enough.

What it compares

Amount. The transaction should line up with the invoice total, allowing for small differences from payment processor fees and currency conversion.
Supplier. The transaction description is read to work out the supplier, even when the description is abbreviated or full of reference codes.
Date. The payment should fall within a sensible window of the invoice date.

It also handles the awkward cases: partial payments, one payment split across several invoices, and several invoices from one supplier settled together.

The three outcomes

Outcome	What it means
Auto-matched	All the signals agree. Accepted without asking you.
Suggestion	Probably right, not certain. Waiting for you to confirm.
No match	Nothing convincing found. Left for you to match by hand.

The result

Most transactions reconcile on their own, and you only spend time on the handful that genuinely need a human decision.

Troubleshooting

An obvious match was not made. The amount, supplier, or date was outside tolerance. Match it by hand and SignSolid learns from it.
A wrong suggestion appeared. Reject it. Rejections feed back into future matching.