A $14,382.19 deposit from "CORPPAY LLC" hits the bank. Which customer? Which invoices? Why is it short? RemitMatch reads your remittance emails and bank feed, matches payments to open invoices, and posts to your ledger — after you click approve.
B2B customers pay by ACH, wire, and check — and the remittance detail shows up somewhere else: a PDF in the AR inbox, a check stub, or nowhere at all. Someone on your team plays detective for 1–3 hours a day.
Unapplied cash makes paid customers look delinquent — then your reminder email lands on someone who already paid you. Awkward.
Every unmatched payment ages receivables that aren't actually outstanding. Your DSO number is fiction until the detective work is done.
Month-end waits on "unapplied cash = $0." The QuickBooks bank feed matches the easy ones — the messy rest is why close takes a week.
Connect QuickBooks Online or Xero, link your bank feed through Plaid, and set one Outlook/Gmail rule forwarding remittance emails to your private remit@ address. Done.
RemitMatch parses remittance PDFs and emails, pairs them with bank deposits, and matches against open invoices — handling multi-invoice lump payments, short-pays, and payment processors that hide the customer's name.
Each match shows its evidence and a confidence score. Approve and it posts to your ledger, invoices closed, deductions logged with a reason code. Ten minutes instead of two hours.
14-day free trial on every plan. No setup fees, cancel anytime.
If RemitMatch doesn't clear your unapplied-cash backlog in the first two weeks, walk away — the trial is genuinely free.
For the easy ones, yes — an exact amount against a single invoice. It has no answer for a lump payment covering three invoices, a $412 short-pay, a payment processor's name instead of your customer's, or a remittance PDF sitting in an inbox. RemitMatch is the last mile QuickBooks doesn't do.
Not without you. Nothing posts below your approval — either a human click or an auto-apply rule you wrote yourself. Every posting is logged with its evidence and reversible with one click (unapply). You stay the accountant; RemitMatch is the assistant.
That's the point. There is no standard below the enterprise tier: PDFs, email bodies, check stubs, spreadsheets. RemitMatch's parser was built for exactly that chaos, and its confidence score tells you honestly when it isn't sure.
Bank access is read-only via Plaid — we never hold your credentials. Ledger access uses the official QuickBooks/Xero APIs with the minimum scopes needed. Data is encrypted in transit and at rest, and you can disconnect everything with one click.
Yes — the Firm plan gives you one match queue across up to five client ledgers (add more anytime), with client-ready reports. Firms are our favorite customers; tell us your client mix when you start the trial.
We onboard in small weekly cohorts so every ledger gets white-glove setup. Reserve your spot — it takes 20 seconds.
No card required. You'll get your cohort date and setup checklist by email.
Your trial spot is reserved. We'll email your cohort date and a 30-minute setup checklist — bring your messiest remittance PDF.