Automatic payment matching: Payments are assigned to the correct invoice
With automatic payment matching, incoming and outgoing payments on your bank account are assigned to the corresponding invoices and documents in easybill.
- Clear matches are posted automatically
- If there’s any uncertainty, you receive a suggestion to review
- Outgoing invoices and incoming documents in one interface
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No click required per transaction
Anyone who previously confirmed each suggestion individually now only looks at the cases where the assignment isn’t clear. The rest is already posted.
Both directions in one match
Open outgoing invoices and paid supplier invoices run in the same interface, with the same automation.
Posted only when unambiguous
easybill only confirms automatically when the amount matches to the cent, the currency is the same, and a real signal such as document number or IBAN matches. Otherwise, it remains a suggestion.
Matching is not posting
Suggestions and confirmation are clearly separated in the product. You can turn off automation without losing the suggestions.
Nothing happens without your knowledge
Every automated posting appears in the activity log, and every automated suggestion is labeled as such.
Older documents are captured too
The reconciliation compares all open documents against all open transactions, even those from years ago. Perfect if you want to bring order to your accounting.
Your transactions are always up to date
Connect your bank account via finAPI bank connectivity and easybill updates your transactions automatically several times a day. No export and no logging into online banking required.
This is what it feels like: You upload a hosting invoice, review the pre-account assignment, and click “Finalize”. Right on the document it says: “A matching bank transaction was found, assigned, and the payment was created automatically.”
- Your transactions are retrieved automatically several times a day
- No account to connect? Just upload your bank statement as an MT940 file
- No confirmation click required for unambiguous postings
Invoices and documents in one reconciliation
easybill reconciles not only your outgoing invoices, but also the invoices you pay yourself. This lets you see at a glance who has already paid you and what you have paid yourself.
- Outgoing side: open invoices and credit notes are reconciled
- Incoming side: all incoming documents that are neither drafts nor paid are reconciled
- The payment direction matters: supplier invoices against cash outflows, supplier credit notes against cash inflows
easybill recognizes the invoice number no matter how it was typed
Not everyone enters the invoice number neatly in the payment reference. Whether with hyphens, with spaces, or without any at all, easybill recognizes it anyway and finds the matching document. For example, easybill also finds RE-2008-31337 as RE200831337 or 200831337.
- Even abbreviated or concatenated numbers are matched correctly
- For supplier invoices, easybill automatically reads the invoice number from the document
- In addition, easybill checks the IBAN for a reliable result
Handle preparatory accounting with easybill
With easybill, you pass your documents on to your tax advisor in a structured way and export them to DATEV, Lexware Office, or other accounting solutions depending on your workflow.
- Everything documented: For every document, you can see whether and when it was paid
- Clean to DATEV and Lexware: Export in the right format, including the payment date
- Fewer follow-up questions: your tax advisor can see immediately what has been paid
This is how the payment matching works
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Establish connection
Connect bank account
Connect your account via the finAPI interface or upload an MT940 file. Immediately after connecting, easybill retrieves the first transactions.
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Automatic payment matching
easybill matches your payments
After each import, matching starts automatically and assigns incoming and outgoing documents. Clear matches are confirmed; anything uncertain is marked as a suggestion.
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Review as needed
Review only in ambiguous cases
You review the marked suggestions and confirm or correct them. Everything clear has already been posted.
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Frequently Asked Questions & Answers
You connect your bank account to easybill, and then the software assigns your account transactions to the matching invoices and receipts. easybill posts clear matches itself and presents uncertain cases to you as a suggestion.
For open outgoing invoices and credit notes, and also for your incoming receipts. Incoming and outgoing are handled in one interface.
It is posted automatically only when there is a clear match: same amount down to the cent including direction, same currency, no payment yet on the receipt, and a matching signal such as receipt number or IBAN. If multiple receipts match one transaction, or vice versa, it remains a suggestion.
Via the finAPI bank connection or by importing an MT940 bank statement file. After each import, the reconciliation starts automatically.
Yes. Under Settings, Bank account reconciliation, switch off “Automatically confirm assignments”. You will still receive suggestions and confirm them yourself. The setting applies per company.
No. You assign both manually. As soon as a payment is attached to the receipt, the automation is blocked for that receipt, and a transaction is not split across multiple receipts.
For automatic confirmation, the currencies must be identical. easybill does not convert; you perform any conversion manually.
Yes. The payment information is attached to the receipt. Fully paid incoming receipts include a payment date when exported via the DATEV interface.
