Reusable user stories — organized by business taxonomy

Search and reuse user stories for enterprise implementations (Treasury, Payments, Cash Forecasting, Bank Connectivity…).

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Updated: 2026-01-08T22:53:54.393Z

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Auto-match bank transactions to open items

As a Reconciliation Specialist, I want to auto-match bank statement lines to open items using configurable rules, so that we reduce manual reconciliation effort.

Finance → Treasury → Reconciliation & Accounting Integration → Auto-Matching Rules · BusinessTaxonomy Seed · 2026-01-05

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