Match Agent

Match support to selections without the manual hunt.

Match Agent surfaces likely support for each selected item, lets auditors confirm and lock the link, and keeps open selections visible until they are resolved.

Get DemoSee the flow
Revenue support matching
3 selections — 27 candidate files
Surfacing likely support
Selections
REV-104
Customer A invoice
$12,450
Matched
REV-117
Customer B payment
$8,210
Review
REV-123
Customer C contract
$3,120
Open
Candidate support
invoice_1048.pdf
Amount and customer tie
Likely
payment_batch_q1.pdf
Date and amount are close
Review
contract_addendum.pdf
Customer match only
Weak
Accept match
Lock linkage
Flag open item
27
Candidate files scanned
38
Selections locked to support
6
Items routed to review
4
Open items still visible

The flow

One agent. Four moves. Every selection accounted for.

Match Agent is built around a short, structured loop — surface, scope, lock, track. Each step is visible to the team, and nothing falls through.

  1. 01

    Surface

    Likely support surfaces next to every selection.

    Match Agent reads the population, scans available support, and brings the documents that appear to tie forward — ranked by strength of the match.

    REV-104 — Customer A invoice
    3 candidate documents
    Ranked
    invoice_1048.pdf
    Amount and customer tie
    Likely
    payment_batch_q1.pdf
    Date and amount are close
    Review
    contract_addendum.pdf
    Customer match only
    Weak
  2. 02

    Scope

    Filter the search to the document types that count.

    Limit matching to invoices, bank support, contracts, or any combination. Auditors stay in control of what counts as evidence — without trawling through everything.

    Scope support
    REV-104 — Customer A invoice
    InvoicesBank supportContractsEmail exports
    27
    All
    9
    Scoped
    3
    Candidates
  3. 03

    Lock

    Confirm the match and lock the linkage.

    When the right support is found, the auditor accepts it. The linkage travels with the selection through review with the matching reasoning attached.

    Confirmed support
    REV-104 → invoice_1048.pdf
    Amount, customer, and invoice number all tie.
    Match lockedCarries to review
  4. 04

    Track

    Open items stay visible until they are resolved.

    Unmatched selections do not disappear into a list. The reason for the gap is surfaced so teams can chase support during fieldwork — not at review.

    Open selections
    2 open
    REV-117
    Customer match weak
    REV-123
    Contract not in scoped set

Reviewer view

A clearer match is a more reviewable file.

Reviewers open a selection and see the linked document, the reason for the match, and whether the item still needs follow-up. No reconstruction. No re-asking.

  • Confirmed support stays attached to the selection
  • Locked matches carry their reasoning into review
  • Open items remain visible with the reason for the gap
  • Reviewers inspect the linked document in context
Get DemoContinue to Test Agent
Reviewer view
Selection REV-104
Matched
Selected item
CustomerCustomer A
Amount$12,450.00
Date03/12/2026
SourceRevenue detail
Linked support
invoice_1048.pdf
Amount, customer, and invoice number tie to the selected record.
Status
Locked
Follow-up
None
Reviewer can inspect the linked document without reconstructing the search.

The shift

Less scavenger hunt. More audit progress.

Manual matching

  • Open folders one document at a time
  • Rely on individual judgment and side notes
  • Lose track of what still needs follow-up
  • Reopen the same matching questions at review

With Match Agent

  • Likely support appears next to each selection
  • Auditors scope, accept, and lock matches
  • Unmatched selections stay visible
  • Reviewers see linked support in context

Where it fits

Match Agent connects requested support to the testing that follows.

Co-Audit

Ask, analyze, act

Request

Support arrives

Match Agent

Support links to items

Test Agent

Procedures run, evidence captured

FS Review

Balances tie to tested support

Cleaner engagements. Faster review.

Join audit teams cutting testing time by up to 10×. Get a personalized walkthrough — every judgment call still in human hands.

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Trusted by RSM, Richey May, JLK Rosenberger, and more.