Receipt Automatching

Receipts and invoices are essential for proper accounting and reporting of expenses. These can be attached to transactions in two ways:

1. Manual Upload:
   Attach each receipt manually to the respective transaction via the web app or using the Upload Receipt API.
   While effective, this method can be tedious for customers with many receipts.

2. Receipt Automatching:
   A process that automatically matches receipts or metadata to transactions. This method significantly reduces the effort for customers with a high volume of receipts.

Overview of Receipt Automatching

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Additional Costs

This feature incurs a separate fee for each created automatching task.

The receipt automatching process uses either the provided metadata or extracts data from the uploaded file (PDF or image) via OCR (Optical Character Recognition). The system then attempts to match the data to a corresponding credit card transaction in the Pliant system.

Matching Criteria

The automatching algorithm leverages the following data points:

• Amount
• Date
• Transaction reference or similar identifiers
• Merchant data

Key Features

• Asynchronous Processing: The automatching process operates asynchronously, meaning:
  • Users receive an automatchingTaskId to check the status or wait for a callback notification upon task completion.
• OCR Integration: Extracts data from uploaded files to enhance matching accuracy.
• Accuracy: The current overall accuracy is approximately 95%, depending on the data provided or extracted.

Available Endpoints

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Feature Availability

The receipt automatching feature is available starting from API version 2.1.0.

1. Upload File for Automatching

• Description: Submit a file (PDF or image) to the automatcher to attach it to a transaction.
• Asynchronous: Yes. Returns an automatchingTaskId for status tracking or use of callbacks.
• Example: Refer to this recipe for a sample API call.

2. Submit Metadata for Automatching

• Description: Submit metadata to retrieve a corresponding transactionId without uploading a file.
• Asynchronous: Yes. Returns an automatchingTaskId for status tracking or use of callbacks.

3. Check Automatching Task Status

• Description: Query the status of an automatching task using its automatchingTaskId.

4. Subscribe to Automatching Notifications

• Description: Receive callbacks for completed automatching tasks (successfully or not) by subscribing to this notification.

Important Notes

• Heuristic-Based Matching:
  The automatching process relies on heuristics and is not 100% accurate. Providing more metadata or higher-quality data improves the matching results.
• Accuracy:
  Current accuracy rate is approximately 95%.
• Billing:
  Each automatching task is billed separately. Fees are reported monthly to the API consumer.