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Finance

Payment Reconciliation

Close your books without the manual reconciliation work.

Automatically cross-reference every payment against every invoice with a 3-pass matching algorithm that flags discrepancies, ages balances, and identifies write-off candidates. Cut month-end close time in half.

Best forEcommerceConsultingFinancial ServicesProfessional ServicesSaaS
Agents4 required
Duration5-10 minutes

Runs 3-pass matching across payment and invoice records.

How it runs

Multi-agent orchestration — here's the flow, step by step.

01

Retrieve all transactions

payment scanner
02

Pull outstanding invoices

crm scanner
03

Run 3-pass matching

reconciliation checker
04

Assemble reconciliation report

report formatter

Required Agents

4
  • payment-scanner
  • crm-scanner
  • reconciliation-checker
  • report-formatter

Connections

Required

hubspotstripe

What it does

  • 3-pass matching algorithm
  • Discrepancy classification
  • Aging buckets through 90+ days
  • Write-off candidate flagging
  • Fuzzy match confirmation queue

Example prompt

Reconcile all payments against invoices for [last month / date range]. Flag: [unmatched payments, partial payments, duplicate charges, missing invoices]. Group discrepancies by [client / amount / age]. Generate a reconciliation report with action items.

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