Match money to records
Business and up

Match bank activity without guessing

Import CSV, MT940, CAMT.053 or PDF statements. invoiso matches money in to open invoices and money out to unpaid bills, then asks you to confirm. When two records fit equally well, it shows the ambiguity; overlapping imports are safely deduplicated.

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The invoiso bank reconciliation workspace ready for a statement.
Bring bank activity into a dedicated matching queue and keep ambiguous lines for review.

From bank line to settled balance

Match the movement. Keep the evidence.

A receipt or payment makes sense only beside the invoice, bill or credit note it settles. Keeping both sides attached makes every balance and ageing figure explainable.

Availability

Business and up

Part of

Match money to records

Try asking

  • Import this bank statement and match what you can
  • How much is still owed to me?

Where this earns its place

See how this feature fits a real business workflow.

Freelancers & independent consultants

Invoice the work. Keep the payment trail.

Invoice the client, follow up and match the payment without admin sprawl.

See the use case

Frequently asked questions

How does this feature work?

Import CSV, MT940, CAMT.053 or PDF statements. invoiso matches money in to open invoices and money out to unpaid bills, then asks you to confirm. When two records fit equally well, it shows the ambiguity; overlapping imports are safely deduplicated.

Which plan includes this feature?

Business and up. The pricing page shows the current plan boundary and any usage allowances.

Can I use the invoiso assistant with this workflow?

Yes. The in-app assistant can work with the records available to your plan, and it asks before it sends, deletes or sets up anything recurring. For example: “Import this bank statement and match what you can”.

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