Accounting firms
Bank imports and transaction rows
Use bank-statement data to drive missing-invoice retrieval and review candidate documents against individual transaction rows.
Prepare the statement
Use the supported Xero bank-statement workflow or the transaction-row layout in missing-invoice retrieval. Keep transaction date, payee, amount, currency, and row reference intact.
How matching works
Claura compares vendor, date, amount, owner, and source signals. Results include a score breakdown, field comparisons, evidence, unmet criteria, confidence band, and whether review is required.
Review the verdict
Confirm a strong match, keep an uncertain row in review, or mark it unresolved. Select only reviewed documents for the accountant package so a candidate is not silently treated as accounting evidence.
Financial context should stay connected.
Claura keeps the document, conversation, and decision together—so the next person never has to reconstruct the story.
found in Claura documentation · Financial memory