Corbel Health
Corbel Health matches 94% of bank lines without a single rule written.
Sage Intacct
Daniel Osei
BD8
→
BD4
94%
Bank lines matched without a rule written
BD4
Close day, down from BD8
0
Matching rules maintained
The close, before and after
Corbel Health receives payer deposits that settle dozens of claims at once. Matching them used to take two people most of BD2.
Sieve splits each deposit across its invoices within a tolerance the team sets, then sends what it cannot explain to one short list with a suggested entry.
Daniel Osei reviews that list once a day. Every entry waits for a signature from his team.
On record
We never wrote a matching rule. Sieve pairs the deposits and shows its work.
Daniel Osei
VP Finance
Locked
Period
signed
