How to Use the AI Matching Assistant ("Help me match this")
The AI Matching Assistant helps you pick the right matching type for a bank transaction. You describe the transaction in your own words, and the assistant suggests a matching type and explains why. You review the suggestion and decide whether to apply it.
Where can I find the AI Matching Assistant?
Open the Match dropdown on any transaction. Help me match this is the first option and has an AI label.
You can use it in two places:
- Bank Movements
- Review & Match, in the Overdue, Current and Next Month tabs
How do I use it?
- Open the Match dropdown on the transaction and select Help me match this.
- Check the transaction details shown at the top: description, counterpart, date and amount.
- Describe what the transaction is in plain language. You can write in English or Spanish.
- Submit your description. The assistant shows a suggested matching type and the reason for it.
- Review the suggestion. If it doesn't look right, add more detail to your description and re-analyse.
- Apply the suggestion. The transaction is matched automatically and the assistant closes.
How do I write a good description?
The suggestion is only as good as your description. Say what was paid or received, who the other party is, and why.
Too vague | Better |
|---|---|
Payment | Monthly subscription to our project management software |
Transfer | Moving money from our company's Wise account to our company's Revolut account |
Lunch | Personal lunch I paid with the company card by mistake |
Money in | Payment from a client for the website we designed in September |
Tips:
- Name the type of counterpart: a client, a supplier, another account of your own company, the tax office or an investment platform.
- Say if an expense was personal rather than for the business.
- Avoid one-word descriptions such as "payment" or "transfer".
Should I always apply the suggestion?
No. Always review the suggestion before you apply it. Unclear or incomplete descriptions can lead to a wrong suggestion.
If you're not sure, compare it with our guide Matching Options for Transactions and How to Choose the Right One. If the confidence level is low or you still have doubts, use the Contact Support option and our team will help you.
Does it work for crypto and investment transactions?
Yes, but review these suggestions with extra care. Crypto and investment platforms often use specialised terms that can lead to misleading suggestions.
For these transactions, check the investment sections of the matching options guide: Investment - Added Funds, Investment - Withdrawn Funds and Non-Reportable Trading Activity. Contact Support if you're unsure.
Does the assistant read my invoices or documents?
No. It only uses the transaction details and the description you write. If the matching type needs a document, such as a sales or purchase invoice, you still upload or select it as usual.
Which languages can I use?
You can describe transactions in English or Spanish.
Updated on: 26/10/2026
Thank you!