A clearer customer picture.
Link CRM and accounts records despite spacing, punctuation or address variations. Preserve the source IDs and route missing or conflicting evidence to review.
DIFFERENT SYSTEMS. THE SAME QUESTION.
Do these records
belong together?
A customer with two names. A product with two codes. An invoice in two exports. Explore how matching could connect the right records and keep doubtful links out of your reports.
All records are fictional. These small, rule-based examples run in your browser. Nothing is uploaded, merged or saved. Suggested links are not verified real-world identities.
Silent walkthroughs play as you reach them. Pause at any time, or read the text walkthrough. Reduced-motion preferences are respected.
Explore data matching
CUSTOMER RECORDS
Connect records without losing the detail.
Compare the evidence for each candidate pair.
Choose a candidate pair, then inspect the checks.
CANDIDATE 01ILLUSTRATIVE DATA
Candidate pair
Inspect the evidence before suggesting a link.
THE EVIDENCE BEHIND THE LINK
What agrees, and what does not?
| Check | Finding | Result |
|---|
THE NEXT STEP
WHERE MATCHING CAN HELP
A usable product catalogue.
Align supplier descriptions with internal codes. Compare manufacturer identifiers, pack sizes and units so similar descriptions do not hide different items.
A traceable reconciliation.
Find invoices across exports using supplier identity and reference. Keep amount or currency differences visible, even when the invoice itself can be linked.
FROM A SUGGESTION TO A TRUSTED LINK
Match the evidence.
Keep the trail.
A useful matching process shows why records were linked, which rules were used and what still needs someone’s decision.
- Prepare the fields. Agree which differences are cosmetic and preserve the original values.
- Find candidate pairs. Compare suitable identifiers and supporting details. Similar text alone is not proof.
- Separate the outcomes. Suggest well-supported links, queue ambiguous pairs and reject contradictions. For a full dataset, also surface records with no candidate and competing matches.
- Check a reviewed sample. Measure false links and missed links before applying rules at scale. These selected examples are not an accuracy benchmark.
- Hand over a crosswalk. Keep both source IDs, the decision and its reason. Agree approval and rollback before changing either system.
BRING TWO SOURCES. START WITH ONE QUESTION.
Your records don’t agree?
Let’s find out why.
Tell us which systems hold the information, what should match and what a wrong match would cost. We can scope a focused review and agree safe access before you share data.
Discuss a matching review ↗See a worked reconciliation report ↗