Integration · Twinfield
Bank matching in Twinfield
Bank lines are synchronised automatically and matched with invoices and bookings. Deviations are highlighted, every match gets a confidence score and reconciliation happens automatically at your threshold. Here's how it works when your administrations are in Twinfield.
Available in Twinfield
What bank matching does in Twinfield.
- AI bank matching
- Match bank transactions automatically
- Automatic reconciliation
- Match invoice to payment
- Match credit notes automatically
- Process partial payments
- Recognise payment arrangements
- Recognise recurring payments
- Match foreign currencies
- Match PayPal payments
- Custom matching rules
- Matching policy across administrations
- Flag deviating payments
- Surface unmatched transactions
- Create client questions automatically
- Client can answer directly
- Process answers automatically
- Questions linked to a document or booking
Syncs from Twinfield
- GL accounts
- VAT codes
- Relations
- Journals
- Bank transactions
- Dimensions
How it works
From bank line to reconciled.
Bank and invoices are no longer processed separately. Every transaction gets a match, or a question.
- 01
Synchronise
Bank lines are synchronised automatically from Exact Online, Twinfield or SnelStart.
- 02
Match
Amount, reference, IBAN, relation and date are weighed together into a match with a confidence score.
- 03
Reconcile
Above your threshold, reconciliation happens automatically; below it, a proposal is ready.
- 04
Ask
No match? The transaction automatically becomes a question for the client.
Connecting
How to connect Twinfield.
- 1Connect Twinfield in minutes
- 2Choose the administrations
- 3Autoboeker learns from history and master data
- 4Automate in phases
What you need
- A Twinfield account with access to the administrations you want to connect
- An Autoboeker account (Firm or Large firm)
More in Twinfield
Bank matching in other packages
FAQ
Bank matching in Twinfield: questions and answers.
Yes. 18 bank matching features are available in Twinfield, including ai bank matching, match bank transactions automatically and automatic reconciliation.
Bank matching is included in the Firm plan: €50 per month for the whole firm, including 200 bookings and unlimited administrations and users. Then €0.20 per extra booking. Cancel monthly.
Connect Twinfield in minutes. Choose the administrations. Autoboeker learns from history and master data. Automate in phases.
AI bank matching and automatic reconciliation are available for Exact Online, Twinfield and SnelStart. Bank matching is not available for e-Boekhouden.
Amount, reference, IBAN, relation and date. Together they produce a match with a confidence score.
Above the confidence threshold you set. Below it, a proposal is ready and deviations are highlighted for review.
AI recognition, automatic booking, AI bank matching with automatic reconciliation, administration rules and global rules, configuration monitor, client questions, audit logs and team statistics, plus the client portal, the app and every document source.
Yes. Bank transactions are synchronised and matched with invoices and bookings, with a confidence score per match and automatic reconciliation at your threshold. No match? Then the transaction becomes a client question. VAT analysis and reports are available for Exact Online.
Further reading
Related in the knowledge base.
Guides
What is pre-accounting? A guide for accounting firms
Pre-accounting is the groundwork before bookkeeping: collecting documents, coding, bank matching and asking clients for missing info. How it works, with AI.
9 min readRead the guideWorkflowsBank matching and reconciliation: how to automate it
What bank matching and reconciliation are, how to link transactions to invoices and how AI matches on amount, reference, IBAN, contact and date with a score.
9 min readRead the guideWorkflowsSetting a confidence threshold: how much should AI book?
How to set a confidence threshold for automatic booking: score and threshold explained, the three automation levels and a phased approach per administration.
8 min readRead the guideWorkflowsProcessing purchase invoices: a complete guide for firms
How a firm processes purchase invoices: from intake and recognition to coding, checks, approval, booking and reconciliation. Manual, scanning or with AI.
12 min readRead the guideWorkflowsMonth-end close checklist for bookkeeping firms
Checklist for month-end and quarter-end close: all documents in, bank reconciled, suspense accounts cleared, accruals booked and VAT checked before filing.
10 min readRead the guideWorkflowsClient questions (vraagposten): ready-to-use message templates
Ready-to-use client question messages: missing invoices and receipts, unknown payments, private or business, unclear VAT, and reminders after no response.
8 min readRead the guideSee Autoboeker in your own administrations.
In a 30-minute demo, we show you how Autoboeker works with your firm's accounting software and way of working.
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