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Offline Banking for Perfex CRM
Offline Banking imports your CSV bank statements and automatically suggests matching invoices and expenses. The intelligent algorithm analyzes invoice numbers, amounts, client names, and dates to find the best matches. One click to confi…
Customer Rating
4.6/5 From 91 verified buyersSales
831+ Trusted by businesses worldwideSetup Time
< 5 min From download to liveBuilt to Scale & Convert
Offline Banking imports your CSV bank statements and automatically suggests matching invoices and expenses. The intelligent algorithm analyzes invoice numbers, amounts, client names, and dates to find the best matches. One click to confirm – done.
Key Features
Smart Matching Algorithm
Finds invoice numbers in transaction descriptions
Matches amounts (exact or within tolerance)
Compares client names with counterpart names
Considers date proximity
Shows confidence score for each suggestion
Flexible CSV Import
Works with any bank that exports CSV
Auto-detects delimiter and format
Visual column mapping editor
Supports different date formats
Handles European (1.234,56) and US (1,234.56) number formats
Duplicate detection prevents double imports
From Purchase to Launch in 4 Simple Steps
Get up and running in minutes — no fluff, no waiting around.
Purchase Securely
Complete checkout via Razorpay-secured payment.
Instant Download
Files are available immediately in your account.
Quick Setup
Follow the included docs — usually under 5 minutes.
Launch & Grow
Customize, deploy, and scale to your audience.
What Buyers Are Saying
Based on 91 verified reviews
"Excellent quality and instant delivery. The documentation is super clear and setup was a breeze. Highly recommend!"
"Perfect for our use case. Saved us weeks of development time. Support team responded within an hour."
"Clean code, easy to customize. Worth every rupee. Looking forward to future updates."
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