Docs · CORE
Transaction Match
After OCR extracts receipt data, MizuAlign suggests matching bank transactions by amount, date, and merchant - confirm once and your expense record is audit-ready.
COREHow it works
- Upload or scan a receipt - merchant, date, and total are extracted.
- Suggested matches appear from uncategorized or recent transactions.
- Confirm a match to attach the receipt image and line items to the txn.
- Matched pairs flow into reports, budgets, and tax exports together.
Key capabilities
- Fuzzy merchant and amount matching with confidence hints
- Bulk review queue for finance teams
- Unmatch and rematch without losing the receipt file
- Works with Plaid-synced and manually entered transactions
Best for
- Bookkeepers closing month-end with source documents attached
- Teams replacing “receipts in a folder” workflows
- Audits that require proof of spend per transaction