RemitMatch: The AI Bookkeeper That Never Sees Your Cloud

说明与用途

RemitMatch 是一个本地 AI 驱动的对账工具，能够对银行转账与发票进行匹配并解释理由，需人工确认以保证隐私与准确性。

问题

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

结果

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.

工作流

• 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

证据

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.

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

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

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