Finance · TallinnDemo data
Bank payments, matched to deals
Payment Match reads each incoming payment, finds the deal in the CRM and prepares the invoice. Nothing is booked until you confirm.
Demo data
€7,004.04 incoming · 5 payments
AI suggests — you decide. Answers prepared in advance.
Try: three steps0 of 3
Also: move the confidence threshold in Settings.
0 of 3 steps done
Incoming payments 5
- Fri 9 Oct, 16:12+€2,217.12TAMMIK FOODS OUref “arve 2207 kvant”AI 96%D-2207 · Tammik Foods OÜWarehouse Pro · 12 months
- Fri 9 Oct, 11:47+€1,227.00RUUTU COLD STORE OYref “oct warehouse licence”AI 91%D-2209 · Ruutu Cold Store OyWarehouse Scale · 3 months + onboarding
- Thu 8 Oct, 16:20+€894.00SIA SILMU PALLETref “rekins 2212 kvant”AI 84%D-2212 · Silmu Pallet SIAWarehouse Pro · 6 months
- Thu 8 Oct, 10:05+€877.92ARVO RAAMATUPIDAMINE OUref “arve 2216”AI 71%Best guess · D-2216 · Meri Tarvikud OÜPaid by another company: please check
- Wed 7 Oct, 09:33+€1,788.00AURIGA GROUP UABref “payment for services”AI 38%Best guess · D-2218 · Auriga Trade UABTwo open deals have this amount
AI suggests — you decide. Answers prepared in advance.
No payments in this view
Every payment in this group is already handled. The others are one tap away.
CRM
Demo dataDeals waiting for payment, and the invoices Payment Match has created.
Sales & payments
Telegram group · mock chat, nothing is sent
Add-on log
Everything Payment Match did, in order. Newest first.
Settings
Changes apply at once. Try the threshold, then go back to the statement.