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Match criteria are the rules ClearSpend uses to pair a charge with an invoice, and the score in the Reconciled column. These rules apply to every charge on Transactions. ClearSpend links a charge and an invoice on its own only when all three are true:
  • The amounts are identical
  • The dates are within 5 days
  • They are the same vendor, or two product names for the same company
You can still link other pairs yourself. See Matching invoices.

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Automatic matches

Exact means vendor, amount, and date all agree. Close is still reconciled. The amount matches. Either the dates are a few days apart, or the invoice and the charge use different product names for one company — for example ChatGPT on the invoice and OpenAI on the card. Unmatched means nothing is linked, so there is no score. An amount that differs, or a charge from a different company, stays Unmatched until someone links it.

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A match you confirm

When you link an invoice to a charge, the row shows Manual. The score still measures how close the two sides are. It starts at 100 and drops for each difference: The drops add together. Dates a few days apart on the same vendor score 95. A different company, with amounts within 5% and dates a few days apart, scores 40. A manual match shows one of 100, 95, 85, 80, 60, 55, 45, or 40.

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Recommendation buffer

When a charge has no invoice yet, ClearSpend can recommend a file that is close to it. A file is recommended when both of these are true: The amount can be 5% higher or lower. The date can be 5 days before or after. A recommendation does not link the invoice on its own. Confirm it from Matching invoices, and the row shows Manual.