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PayNTrack feature

Bank Statement Import & Matching

Import CSV or XLSX bank statements and compare every row with your existing accounts.

What it does

Practical tools for real work

Find exact matches, suggested matches, possible duplicates, and unmatched bank activity in a safe review-first workflow.

✓CSV and XLSX statement import
✓Standard downloadable CSV template
✓Income, expense, invoice, payment, loan and transfer matching
✓Exact and suggested match confidence
✓Duplicate warnings
✓No automatic accounting posting