Tool Matching is the bridge between your accounting records and your Sastrify inventory. It ensures that every Euro or Dollar identified in your ERP (like NetSuite, Xero, or Datev) is correctly attributed to the right SaaS subscription. While Sastrify’s algorithm automatically matches most vendors, this feature gives you the final say on edge cases, custom tools, and non-SaaS expenses.

How to Access Tool Matching

Navigate to Inventory > Spend Import > Tool Matching.

The interface is divided into three tabs: Unmatched, Matched, and Ignored.

1. Unmatched

This tab lists SaaS products or suppliers found in your accounting data that Sastrify hasn't linked to your Tool Stack yet. Common reasons for unmatched status:

• Naming Variations between Sastrify and your ERP/accounting software.
• New Tools: You’ve recently purchased a new subscription of a SaaS product that isn't in our catalog yet.
• Non-SaaS Vendors: Accounting data often includes items like office supplies or travel that should be excluded.

How to resolve:

• To Match: Use the dropdown menu to select the corresponding tool in your stack.

• To Create New: If the tool is legitimate but missing from Sastrify, you can create a custom subscription.
• To Exclude: Click Ignore for any non-SaaS vendors.

2. Matched

This tab is your "Archive" of successful matchings and connections.

3. Ignored

This section contains all vendors you’ve opted to exclude from Sastrify. Ignoring a vendor stops all future spend data for that specific name from entering your dashboard.

To Restore: If a vendor was ignored by mistake, click Restore to move it back to the Unmatched tab for proper mapping.

Frequently Asked Questions

Q: Does Tool Matching work with Identity Provider (IdP) discoveries?

A: No, Tool Matching is exclusively for financial data from ERP and accounting integrations.

Q: Why do I need to match vendors manually?

A: While Sastrify automatically matches the majority of vendors, there are some edge cases where a match can't be made. In these cases, manual review is necessary to ensure accuracy.

Q: What happens if I don’t match a vendor?

A: The spend data for that vendor will remain "orphaned." It won't appear in your total spend or on any tool pages, leading to inaccurate spend reporting.

Q: Is anything automatically matched?

A: Yes, Sastrify automatically matches the vast majority of common SaaS vendors. If a new SaaS product is identified and Sastrify is 100% certain of the match, it will even create the subscription for you in your Tool Stack.

Q: I cannot find the corresponding tool in the drop-down menu. What should I do?

A: Simply select "Create Custom Subscription." This adds the tool to your Inventory and instantly links the accounting data to it.