Rule-driven matching is a reconciliation approach where transactions are paired based on explicitly configured criteria — such as matching on amount, date, reference, or party name.
Rule-driven matching applies a defined set of conditions to determine whether two entries should be considered a match. Rules may specify which fields must align, how closely amounts must match, how large a date gap is acceptable, and whether reference numbers must match exactly or approximately. This approach gives finance teams control over how conservative or flexible the matching criteria are for a given reconciliation.
Different reconciliation workflows require different matching criteria. Payroll matching may require exact amounts and exact dates. Ecommerce payout matching may require tolerances for fees and multi-day settlement windows. Configurable rule-driven matching helps finance teams match the right criteria to each file type.
A team configures a rule that matches entries where the amount matches within 0.5%, the date is within three calendar days, and the vendor name fuzzy-matches above a threshold. This configuration handles the normal variation in their supplier payment files without manual adjustment.
Certanexa supports configurable rule-driven matching — allowing finance teams to define which fields to match on, what tolerances apply, and how to handle references and descriptions. Rules are set before matching runs and can be adjusted per reconciliation.
Safe boundary: Rules are configured by finance teams and may need adjustment for different file types. Certanexa helps apply rules but does not guarantee any specific match rate.
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