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 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