Matching
Mintline automatically matches receipts to bank transactions using AI. Review and confirm matches to reconcile your expenses.
How It Works
When you have both receipts and bank transactions, Mintline's AI analyzes them to find matches based on:
- •Amount - Transaction amount matches receipt total
- •Date - Transaction date is close to purchase date
- •Merchant - Transaction description matches vendor name
Each proposed match includes a confidence score from 0-100%. Higher scores indicate stronger matches.
Match Statuses
Proposed
AI has found a potential match. Review and confirm or reject.
Confirmed
You've confirmed this match. The receipt and transaction are linked.
Rejected
You've rejected this match. These items won't be suggested again.
Reviewing Matches
To review proposed matches:
- 1Go to the Matching page from your dashboard
- 2Review each proposed match - you'll see the receipt and transaction side by side
- 3Click Confirm if the match is correct, or Reject if it's wrong
Auto-Confirm
For high-confidence matches (90%+), you can enable auto-confirm in settings. This automatically confirms matches that meet your threshold, saving time on obvious matches.
Configure auto-confirm →Manual Matching
If the AI doesn't find a match, you can manually link a receipt to a transaction:
- 1Find the receipt in your receipts list
- 2Click "Match manually"
- 3Search for and select the correct transaction
Automate with AI
Use natural language to review and confirm matches with Claude or other AI assistants.
Set up MCP integration →