Offline Banking for Perfex CRM

Offline Banking 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 AlgorithmFinds 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 ImportWorks 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