Question 1

What file formats do you support?

Accepted Answer

We support PDF, CSV, and Excel file formats for bank statements and expected payment lists.

Question 2

Is my data secure?

Accepted Answer

Yes, all data is encrypted in transit and at rest. We employ industry-standard security practices including SSL/TLS encryption and regular security audits.

Question 3

How accurate is the matching?

Accepted Answer

Our AI-powered matching engine achieves 98%+ accuracy using reference text and amount verification. Manual review is always available for edge cases.

Question 4

Can I use the API?

Accepted Answer

Yes, API access is available on Professional and Enterprise plans. Visit our documentation for API reference and integration guides.

Question 5

Do you offer a free trial?

Accepted Answer

Yes, our Free plan includes 1 statement per day and 500 rows per day. No credit card required to get started.

Clients