Match bank statements to invoices automatically with AI

Compares your invoices against bank transactions and uses AI to flag matches and discrepancies for you.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig(("start reconciliation run")):::human s0[("Pull invoice and bank records")]:::store s1["Compare records with AI"]:::svc s2[("Write match results to spreadsheet")]:::store trig --> s0 s0 --> s1 s1 --> s2 out[/"Reconciled spreadsheet with matches flagged"/]:::out pay{{"Faster and more accurate reconciliation"}}:::pay s2 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
An outside serviceA personA record or sheetResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous SystemsImage & Media ProcessingSpreadsheet & Database OpsFinance & Accounting
Connects
Google SheetsOpenAI

The problem it solves

Matching every invoice against your bank statement by hand is tedious and mistake-prone, especially when you're juggling dozens of transactions a month. Small discrepancies can slip through, and finding them later takes even longer.

Who it fits

Bookkeepers, accountants, and small business owners who reconcile invoices against bank transactions each month.

How it works

  1. You start the reconciliation whenever you're ready to run it
  2. Invoice and bank statement records are pulled from your spreadsheet
  3. AI compares the two sets of records to find matches and discrepancies
  4. Results, including a confidence score for each match, are written back to your spreadsheet
What you get

Matches you confirm instead of hunting for

You get invoices and bank transactions matched up with a confidence score so reconciliation goes faster.

What you get

An updated spreadsheet showing which invoices matched bank transactions and which need attention.

What you need

An OpenAI API key and a Google Sheets account with your invoice and bank data.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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