Description
Offline Banking for Perfex CRM
Offline Banking for Perfex CRM imports your CSV bank statements and automatically suggests matching invoices and expenses. The intelligent algorithm analyzes invoice numbers, amounts, client names, and dates to find the best matches. One click to confirm – done.
Key Features
Smart Matching Algorithm
- Finds invoice numbers in transaction descriptions
- Matches amounts (exact or within tolerance)
- Compares client names with counterpart names
- Considers date proximity
- Shows confidence score for each suggestion
Flexible CSV Import
- Works with any bank that exports CSV
- Auto-detects delimiter and format
- Visual column mapping editor
- Supports different date formats
- Handles European (1.234,56) and US (1,234.56) number formats
- Duplicate detection prevents double imports
Complete Transaction Management
- Link income to invoices (creates payment record)
- Link expenses to existing expenses
- Create new expenses directly from transactions
- Assign multiple invoices to one transaction
- Ignore transactions (e.g., internal transfers)
- Unassign with option to delete booking
Multi-Account & Multi-Currency
- Unlimited bank accounts
- Individual CSV mapping per account
- Different currency per account
- IBAN storage for reference
