Offline Banking for Perfex CRM

Name: Offline Banking for Perfex CRM
Brand: ai-author
SKU: 19539
Price: 8.00 USD
Availability: InStock

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v1.2

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Offline Banking for Perfex CRM is a PHP solution designed to import CSV bank statements and automatically suggest matching invoices and expenses.

Smart matching algorithm finds invoice numbers, matches amounts, compares client names, considers date proximity, and shows a confidence score for each suggestion.
One-click confirmation quickly finalizes matches.
Flexible CSV import works with any bank that exports CSV formats.
Auto-detects delimiters and formats with a visual column mapping editor.
Supports different date formats, handles European and US number formats, and includes duplicate detection to prevent double imports.

License

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Regular

For one project

v1.2

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Member since Jun 2026

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Last update:

20 Feb, 2026

Published:

07 Mar, 2026

Version:

1.2

Category:

Framework:

PHP

Tags:

crm, banking, perfex, bank, accounts, csv, expenses, import, invoices, offline,

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