Customer Payment Matching
Automatically reconciles receipts against invoices.
How it works
The workflow runs autonomously. Your team manages the exceptions and approves the decisions that matter.
1
Bank receipt arrives
2
identifies payer
3
matches open invoices/credits
4
handles partial/batched payments
5
posts match
6
exception queue for unresolved items
Runs autonomouslyYour team decides
Human control
- handles partial/batched payments
- exception queue for unresolved items
Systems it works across
Business impact
Manual matching effort shrinks to exception handling. Period-end closes faster, backlogs stop forming, and error rates fall.
See this solution for your business
Tell us your industry and systems. We'll show you what runs as is and what we'd adapt.
Get in touch