apps/website/src/app/docs/content/receipt-matching.mdx
Midday captures receipts and invoices, then matches them to your bank transactions so reconciliation takes minutes instead of hours.
The goal is simple: get the obvious matches done automatically, and show you only the few that need review.
Midday uses multiple signals together:
This is why you may see:
Matches fall into three categories:
Midday is highly confident this is correct and attaches the receipt automatically.
This happens when:
Midday thinks this is likely correct, but asks you to confirm.
Review and either:
No transaction currently meets the quality threshold. The receipt stays in "Pending."
You can:
Midday continuously improves through your team's actions:
When your team repeatedly confirms the same merchant pairings, Midday starts treating those as safer and faster to match.
The system adapts to your team's patterns:
When you reject a match, Midday remembers that pair and avoids repeating it.
Even after confirmation, unmatching later is treated as negative feedback so the system avoids repeating similar mistakes.
Every Midday account has a unique inbox email address:
Pro tip: Set up automatic forwarding rules in your email client to send receipts automatically.
Connect Gmail or Outlook to automatically capture receipts:
The AI identifies receipt emails and ignores newsletters, marketing, and other non-receipt content.
Set up Gmail → Set up Outlook →
Share receipts directly from Slack:
Great for teams where receipts come through Slack.
Drag and drop files directly:
Items needing your review appear in the inbox:
When you confirm a match, you're saying:
If a receipt doesn't match any transaction:
Bank transactions can take 1-3 days to appear. The receipt will match once the transaction syncs.
The purchase might be on an account you haven't connected. Check your connected accounts in Settings → Accounts.
Match any receipt to any transaction:
Block senders whose emails you don't want in your inbox:
Useful for blocking:
Control how connected email accounts are scanned:
The AI works best with receipts that clearly show:
Poor quality images, partial receipts, or handwritten notes are harder to match.
If matching consistently fails for certain merchants: