Match transactions from CSV exports

Compare CSV files from banks, systems, payment platforms, or reports using practical transaction matching rules.

CSV files are common in finance and operations workflows, but matching records between CSV exports can still be painful. Transaction Matcher lets you upload two CSV or Excel files, map the relevant fields, and generate a structured result showing what matched and what still needs review.

CSV matching use cases

From CSV files to reconciliation output

  1. Upload two CSV or Excel transaction files.
  2. Choose the columns to compare from each file.
  3. Set amount and date tolerances where exact matching is too strict.
  4. Export the matched and unmatched records for review.

Practical CSV matching without heavy setup

Match your CSV transaction files

Upload two transaction files and let the tool identify likely matches and exceptions.