November 2024

AI Transaction Matching: Multiple Reference Fields

One of the most requested features for AI Transaction Matching is now live! You can now upload and display unlimited additional reference fields, both for visual reference and to enhance AI-driven rules. Highlights include the ability to rename reference fields, support for File Upload and integrations (e.g., NetSuite, Trovata), and use of additional data in customized AI rules, matches, and exports. This feature improves auto-match percentages by leveraging more data attributes in the rule criteria and simplifies exception handling, making transaction matching even more efficient and user-friendly.