Receipt matching
Upload receipts and invoices in bulk; MYLEDGER reads them and proposes matches to bank transactions, which you can link, unlink or re-match.
The problem it solves
Finding the bank line for each receipt by hand is tedious, and unmatched receipts weaken the file.
How it works
- Upload receipts in a batch.
- Review the proposed matches to bank transactions.
- Link, unlink or re-match as needed.
What your practice gets
- Evidence attached to transactions.
- Bulk uploads.
- You confirm every match.
Questions accountants ask
Can I upload many receipts at once?
Yes, in batches.
Are matches automatic?
They are proposed for your review.
Is there a guide?
Yes, see the receipt matching feature guide.
Related features
Features that work alongside receipt matching.
Rental statement import
Upload property agent statements; MYLEDGER extracts the rental schedule for you to edit and import into the ledger.
AI upload
Drop in any document and AI works out what it is, extracts the data, checks it and prepares it for the ledger, with confirm, cancel and review steps.
Universal upload
A catch-all for unusual documents: AI decides what the file is and what to extract, and shows a preview for you to confirm.
Review-first transaction upload
Upload files, review the extracted transactions in a grid, edit them and confirm.
Upload history
A list of past uploads with a count of those that need attention.
Manual transaction entry
Type transactions directly into the grid when there are only a few to add.
VideoSee it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.