Document to Transaction Matcher
Matches externally sourced documents to the right NetSuite transaction, automatically.
WHO IT'S FOR
AP, AR, and document-processing teams who receive batches of scanned or exported transaction PDFs and need them automatically matched and attached to the right NetSuite records instead of filed by hand.
WHAT IT DOES
Automatically matches externally sourced documents — scanned or exported PDFs, images, and similar — to the NetSuite transaction they belong to, and attaches them, removing the need to file incoming documents by hand. Pairs naturally with PDF Splitter for a seamless document intake process: split a combined PDF into per-transaction files, then match and attach each one automatically.
DEPENDENCIES
SuiteScript bundle — 1 Suitelet
- NetSuite features: Server-Side Scripting
- Target-account File Cabinet folders (intake, Processed, Unmatched)
- Optional transaction body fields to store the attached file's ID/URL
WHAT IT COSTS
From £75/mo
Priced by tool complexity, with a one-time buyout option for accounts that prefer it. Talk to us for a quote specific to this tool.
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