RemitMatch: The AI Bookkeeper That Never Sees Your Cloud

Description and use

RemitMatch is a local AI‑powered reconciliation tool that ranks and explains matches between bank transfers and invoices, requiring human approval to ensure privacy and accuracy.

Problem

Small businesses struggle to match bank transfers to invoices because bank CSVs often lack clear invoice identifiers, making reconciliation repetitive and error‑prone.

Outcome

RemitMatch reduces manual reconciliation effort by providing ranked, explainable match suggestions while keeping all data local and requiring human approval, thereby preserving privacy and avoiding automated invoice state changes.

Workflow

• Upload open‑invoice CSV and bank‑payment CSV
• Local AI encodes payer references and customer names into sentence vectors
• Deterministic rules compute amount, invoice ID, date proximity, and lexical similarity
• Candidate matches are ranked and displayed with explanations
• User reviews and approves valid matches
• Export reviewed CSV with approved matches

Evidence

You upload an open-invoice CSV and a bank-payment CSV. An open-weight model compares the meaning of payer references with business names, even when the strings are not identical.

Source

Importantly, the software never decides that money has paid an invoice on its own. The human must approve each candidate.

Source

The app doesn't send it to a hosted AI inference API.

Source