ListMatchGenie

How it works

From messy files to a shareable report.

Drop a CSV, let the Genie cleanse and match it, then export a PDF, PPTX, or Excel report your team can actually use. Four steps, a few minutes, no VLOOKUP in sight.

How it works

Four steps from messy files to a shareable report

No formulas. No scripts. No annual contract required. Just drop a file and let the Genie handle the heavy lifting.

01

Upload

Drop a CSV, Excel, or TSV file. The Genie auto-detects encoding, delimiters, and column types on the way in.

02

Cleanse

Whitespace trimmed, phone numbers formatted, ZIP codes padded, invalid emails flagged — automatically, with a report you can review.

03

Match

The Genie finds exact, fuzzy, and sound-alike matches across your two lists — 'Robert' / 'Bob', 'Smith' / 'Smyth', 'Main St' / 'Main Street', plus typos and missing fields. 500k rows in minutes.

04

Report

AI-generated executive summary, pivots by any column, and exports to PDF, PowerPoint, or Excel. Share a link with your team in one click.

Step 1

Upload a CSV, Excel, or TSV.

Drop your file — source list or master list, source gets matched against master. The Genie handles encoding detection (UTF-8 BOM, Latin-1, etc.), delimiter sniffing, and column type inference automatically.

  • Up to 2 GB per file (Business tier)
  • Supports .csv, .tsv, .xlsx, .xls, .txt, .dat, .psv
  • Encoding, delimiter, and column types inferred automatically
Master files page with data preview and cleanse report

Step 2

The Genie cleanses the data.

Silently, in the background, 11 cleansing categories run against your file. ZIP codes get padded, phone numbers get formatted, email addresses get validated. You see the Genie's report when it's done — no surprises when matching starts.

  • Whitespace trim, casing normalization, state abbreviation
  • ZIP padding for int-typed columns
  • Near-duplicate detection you can review before matching
Match wizard showing the Genie's cleanse report with per-column fixes

Step 3

Match against your master.

The Genie finds the matches your spreadsheet can't. 'Robert' matches 'Bob'. 'Smyth' matches 'Smith'. 'Main St' matches 'Main Street'. Typos, missing fields, inconsistent formatting — all handled automatically. International data is a first-class citizen too: 20 regions are supported with native handling of naming conventions (Spanish two-surname, Dutch van der), postal codes, and diacritics (Müller ↔ Mueller, García ↔ Garcia). 500,000 rows in minutes.

  • Live SSE progress — watch each stage tick through
  • Per-field match scores, reasons, and confidence
  • Review queue for borderline matches
Match job detail with score distribution and review queue

Step 4

Generate a shareable report.

Click 'Generate Full Report' and the Genie produces an AI-narrated analytics document with pivots, charts, and sample records. Share via password-protected link (Pro+), export to PDF / PPTX / Excel, or ask follow-up questions inline.

  • Pivot by any column — state, specialty, decile
  • AI follow-up Q&A scoped to the report's data
  • White-label exports on Business tier
Report detail with AI narrative and pivot analytics

FAQ

Frequently asked

Let the Genie handle the grunt work.

Free tier is real. No card. No forms. Just upload your first list and see the Genie clean and match it in under a minute.