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Bank feeds & reconciliation

Connect your bank. Let DexAI do the matching.

Bank transactions and your receipts or invoices are paired automatically on amount, supplier and date, so reconciliation becomes a review rather than a chore.

A person typing on a laptop at a desk
Bank lines matched
Each transaction tied to its document

How matching works

  • Live bank feed integration
  • Amount, supplier and date matching
  • Exceptions surfaced for a quick review
Sample data
Bank transaction
£125.40
Amazon
Business current · 01 Oct 2026
Matched document
£125.40
Amazon Business
Invoice · INV-204-88213
StatusUnreconciled
Why it matters

What you get

  • Live bank feeds

    Business account transactions flow into DexAI as they happen.

  • AI matching

    Documents are paired with transactions using amount, supplier and date.

  • Exceptions only

    Unmatched items are surfaced for a quick decision instead of a full manual pass.

Step by step

How it works

  1. 01

    Connect

    Link your business bank accounts to DexAI.

  2. 02

    Match

    New transactions are compared with processed documents automatically.

  3. 03

    Confirm

    Review suggested matches and resolve the few that need attention.

Get started

Ready to automate your finances?

Spend less time processing documents and more time running your business.