---
title: "Bank Transaction Matching"
section: "Agent store — Finance — Reconciliation"
canonical_url: "https://leverge.ai/agents/finance/reconciliation/transaction-matching"
category: "Finance"
process: "Reconciliation"
trigger: "Runs on a schedule"
publisher: "Ailoitte Technologies Private Limited"
---

# Bank Transaction Matching

Match bank transactions to ledger entries and leave the genuinely unmatched genuinely unmatched — no forcing, no plugging the difference to make the reconciliation close.

## At a glance

- Business function: Finance
- Process: Reconciliation
- Runs: runs on a schedule — Every weekday at 08:00
- Run cost: 7 credits
- Uses a knowledge base: no

## What it needs

- **Bank statement** (file upload)
- **Ledger entries** (file upload)
- **Matching rules** (form)

## How it works

1. Reading the bank statement
2. Reading the ledger
3. Matching transactions
4. Writing the reconciliation note

## What it returns

- **Does it reconcile** (validation result)
- **Reconciliation note** (written summary)
- **Unmatched both ways** (flagged exceptions)
- **Bank line to ledger entry** (mapping table)

---

Source: https://leverge.ai/agents/finance/reconciliation/transaction-matching — Leverge