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Automation

Find the gap, then actually do something about it.

Reconciliation that only makes a report leaves the work with you, reading the report. We connect what we find to what happens next.

In development. The flow engine and the n8n connector already exist in the platform this is built on. Everything on this page describes how they are being wired into reconciliation, not a shipped feature.

Two engines, and only one of them goes near your ledger

The first question an accountant asks.

Deterministic code

Every number

Matching, arithmetic, dates, currency, tax, fees, cost of goods. Same input, same output, every run. Re-run last March and you get last March.

The AI

Everything that needs judgment

Reading a fee nobody has seen before. Explaining, in a sentence you can check, why a payout is $84.12 short. Proposing the entry. Saying what it is unsure about.

The AI never computes a figure

Not the match, not the total, not the tax, not the margin. It reads and proposes; it does not calculate. A model that can change a number makes your books unauditable.

Junior and Senior

Two models, sized to the question. Everything through an expensive one is how AI becomes an add-on; a hard case through a cheap one is how it becomes wrong.

Junior · high volume

Classifies everything

Every payout line, fee and adjustment mapped to an account. Thousands a month at a cost that rounds to nothing.

When it is not confident it says so instead of guessing. That is what triggers the next tier.

Senior · low volume

Explains what did not close

Only what the deterministic pass could not close. Out of four thousand lines, usually a handful.

Not a score. A sentence: this payout is short because a refund from last period settled inside it, here is the entry, and here is what I am unsure about.

Every action carries a risk level

A Slack message and a journal entry are not the same kind of thing. A product that treats them alike is one no accountant turns on.

Action risk levels and what each one is allowed to do
Level What it can do Example Approval
Informational Sends a message. Changes nothing, anywhere. Post the unexplained total to a Slack channel None needed
Operational Writes inside Matchitfy only. Reversible, and logged. Tag a payout for review, open a task, hold a batch Once, per flow
Fiscal Writes to your accounting system. Post a journal entry, reclassify an account, close a period Per action, and never a blanket switch
  • Fiscal actions come from Professional up, and start off.
  • Nothing the AI proposes is fiscal by default. And it is in every plan, never an upgrade.

Where a finding goes

Finding the gap is our job. Where it lands is yours, and it should land where your team already works.

Slack, Microsoft Teams

The channel accounting already lives in, with the figure and a link back to the payout.

n8n

Certain rather than planned: the platform underneath already ships an n8n connector, and self-hosted means your data never leaves your infrastructure.

Zapier, Make

A trigger, for the thousands of apps we are never going to integrate one by one.

ClickUp, Asana, Jira

A task, assigned, with the amount and the deadline. A discrepancy nobody owns survives the quarter.

Your own webhook

Signed with HMAC. The escape hatch, so you are never blocked waiting for us.

Email

The person who most needs to know a payout never arrived is often the one not in Slack.

Honest about the order. The signed webhook and n8n are certain — the engine exists. Slack, task boards and Zapier are planned, and the order depends on what early users ask for.

What a flow actually looks like

Built by dragging, not by writing code.

Flow 01

The payout that does not tie

A payout is off by more than $50 → explain why → post to #finance → open a task for whoever closes the month.

Flow 02

Fee drift

A gateway rate moves more than 0.3 points in 30 days → email the owner. Four tenths on $50,000 is $200 nobody was looking for.

Flow 03

A bundle going negative

A bundle's margin turns negative → hold the entry and ask for approval. This one is fiscal, so it waits for a person.

Tell us what it should connect to.

The order these ship in is genuinely undecided. Say what your team uses and it moves up.