The month-end that eats a weekend

Every invoice checked against the bank statement by eye, one line at a time.

Hand over the folder. Get back only the ones that do not match.

Point Upfyn at the statement and the invoices.

It agrees the matching rule with you first, then does the matching and flags whatever is left over.

You spend the evening on the twelve exceptions instead of the four hundred rows that were already fine.

What it costs you now

• Four hundred lines, and the only way to find the wrong one is to read all four hundred.
• One supplier changed their reference format and now nothing lines up.
• It lands on the same weekend every month, and it cannot be handed to anyone else.

How to hand it over

1. 1

   Put the files where it can see them

   Open Files in the right-hand panel and add the statement and the invoices. They stay on your machine.

2. 2

   Agree the rule before anything runs

   It asks how a match is decided — reference, amount, a date window — and waits for you to say yes.

3. 3

   Let it do the matching

   It reads the statement, pulls the invoice rows, and pairs them up. The job is split into steps you can watch.

4. 4

   Look only at the exceptions

   What did not match comes back with the reason it did not. Review shows every change before it stands.

5. 5

   Write the result out

   Matched pairs go into a sheet — a new file on your machine, or your Google Sheet if you connected one.