AI Client Director

Learns your expertise and follows enquiries through quotes and negotiations to closing the deal. For specialist businesses with high-value sales, worldwide.

Request a demoSee a sample built from your company’s public information. →

n8n automation

Let the system handle repetitive daily workflows. Hong Kong only.

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Match bank payments to invoices

Match bank receipts to invoices and list any unmatched payments

  1. 01Read the file downloaded from online banking
  2. 02Match amounts and references; list unmatched
  3. 03Automatically mark settled invoices as paid
Ideal for
Companies that check each bank receipt against invoices monthly
You provide
Monthly bank files and invoice records; you review unmatched items

Setup from HK$12,800Monthly fee from HK$1,800

Each additional service: setup from HK$4,800, monthly +HK$750

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Demo: Match bank payments to invoices
Sample data · Click to enlarge

Match bank payments to invoices

Demo: Match bank payments to invoices