Match payments
Money moved. Now it makes sense.
Connect each bank movement to the invoice behind it. See what is settled, and what still needs you.
Every movement, in one of three states.
When the payment names who paid — the structured reference, the invoice number, an account known to be theirs — and nothing else fits, the match confirms itself. Otherwise Dokus proposes the invoice with its reason and you confirm it with one tap. When nothing explains a payment, it says so.
Paid. Found it.
+€ 1.210,00 from Hofmans Architectuur carried the invoice’s structured reference. That names the invoice, so the match confirmed itself, and the invoice now reads paid.
A reason, then your yes.
Tessel Software’s payment fit an invoice on amount and date. The proposal says exactly that, and nothing is settled until you confirm it.
9 Sep
−€ 84,70
The one that needs a document.
The one that needs a document.
−€ 84,70 on 9 Sep: the bank saw it, and no document explains it yet. It stays visible until one does. Your accountant sees it too.
Statements on every plan. A live feed on Core.
On Free, upload a statement (CSV or PDF) and Dokus matches from it. On Core, connect the bank once and it stays current. Each account says when it was last read.
Questions
Does Dokus ever mark something paid without me?
Only when the evidence leaves no doubt: the payment carries the invoice’s structured reference or number, or comes from an account known to be that contact’s, the amount is exact, and nothing else fits. Everything else is proposed with its reason and waits for you. Undoing an automatic match is remembered, so the same match does not confirm itself again.
What if a payment covers part of an invoice?
The invoice shows what was paid and what is still open. A partial payment never marks it paid.
Which banks can I connect?
The live feed connects through a licensed provider. Where your bank is not supported, uploading its statements works on every plan.
Matching works on every plan from the statements you upload. The live bank feed is Core.
Last updated: 2026-10-22