How do we match your transactions:
Our matching algorithm detects your SaaS based on your transaction description and reference. We match this against our database of SaaS tools and automatically populate these transactions in your dashboard.
If you have integrated your accounting system (Xero/Quickbooks), we only map transactions that have been reconciled to your bank statement.
What happens if a tool missing:
Transactions are mapped automatically. Right now, you can't see the raw transaction data. You can add tools manually from the "My Stack" view but if it doesn't appear there, you will need to contact support and we will add it for you.
What happens if we map a transaction incorrectly?
Remapping tools is on our roadmap, if you want us to remap a tool to something else please contact support.
What happens if we map a tool that isn't SaaS?
You can unlink specific transactions from the spend view by:
Clicking on the tool to expand it
Review the transaction you want to remove
Hit the "X" button on the right-hand side which will hide the individual transactions