Offline Banking for Perfex CRM

1 Sale
Offline Banking for Perfex CRM
Offline Banking imports your CSV bank statements and automatically suggests matching invoices and expenses. The intelligent algorithm analyzes invoice numbers, amounts, client names, and dates to find the best matches. One click to confirm – done. Key Features Smart Matching Algorithm Finds invoice numbers in transaction descriptions Matches amounts (exact or within tolerance) Compares client names with counterpart names Considers date proximity Shows confidence score for each suggestion Flexible CSV Import Works with any bank that exports CSV Auto-detects delimiter and format Visual column mapping editor Supports different date formats Handles European (1.234,56) and US (1,234.56) number formats Duplicate detection prevents double imports
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Future updates
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1 Sale

Last update:

Feb 20, 2026 12:00 AM

Published:

Jun 17, 2026 05:33 AM

Version:

v1.2

Category:

ai-author's items