Rules Engine
Configure and manage matching rules
AI Suggestions
Add rounding tolerance rule
12 exceptions this week caused by sub-cent rounding differences. A $0.01 tolerance rule would auto-resolve them.
Saves ~12 exceptions/week
Split Brex batch rule
Brex batches settle differently than Stripe. A separate aggregation rule for Brex could improve match rate by 0.2%.
+0.2% match rate
R-001
94.2%Exact Amount Match
ActiveMatch transactions with identical amounts, currency, and reference IDs
Sources: All SourcesTransactions matched: 173,412
R-002
3.8%Fuzzy Reference Match
ActiveMatch by reference ID allowing for prefix/suffix variations (STR- vs str_)
Sources: Stripe, AdyenTransactions matched: 6,983
R-003
1.2%Settlement Date Offset
ActiveMatch with T+1 or T+2 settlement date tolerance for bank transfers
Sources: Wise, MercuryTransactions matched: 2,204
R-004
0.4%Batch Aggregation
ActiveGroup micro-transactions into daily batch totals for ledger matching
Sources: StripeTransactions matched: 734
R-005
0.1%Currency Conversion Tolerance
ActiveAllow 0.5% variance for cross-currency transactions
Sources: Adyen, WiseTransactions matched: 184
R-006
—Partial Refund Netting
DraftNet partial refunds against original charges before matching
Sources: All SourcesTransactions matched: —