Payments matched, month-end closed
Payments matched to invoices at volume, mismatches flagged and chased. Month-end closed in days.
| Payment | Invoice | Amount | Match |
|---|
- Industry
- Logistics & freight
- Agent
- Reconciliation
- Engagement
- Scope → Build → Operate
- Status
- Live
Finance matched thousands of payments to invoices by hand every month. Mismatches took days to investigate, and the close dragged.
They needed the matching done automatically, the exceptions surfaced clearly, and the gaps chased without a person babysitting a spreadsheet.
What the agent does
- 1
Matches at volume
Reconciles payments against invoices automatically, however many there are.
- 2
Flags what doesn't line up
Surfaces short-pays, duplicates and missing references.
- 3
Chases the gaps
Follows up each discrepancy with the right party, so they don't sit unresolved.
- 4
Speeds the close
Finance reviews a short list of exceptions.
What changed
“Finance reviews a short list of exceptions.”
Matching payments to invoices at volume and surfacing the exceptions for review.
More agents in production
Invoice chase
Every overdue invoice followed up automatically, in the company's tone, escalating when it needs to, stopping the moment it's paid.
Read case study →Complaints watcher
Complaints caught across every channel before they reach a public review. Routed to the right person with a reply already drafted.
Read case study →Inquiry → quote
Inbound inquiries answered, qualified and quoted in minutes, while the deal is still warm.
Read case study →Document processing
Receipts, invoices and statements read, coded and filed. Invoice versions tracked, no manual data entry.
Read case study →Order & fulfilment ops
Orders moved across systems, stock checked, exceptions handled. Fewer dropped orders and far less manual ops.
Read case study →