Payment remittance

Match incoming payments to open invoices, extract remittance details from unstructured sources, and post the result to your ERP.

Audience: all personas

What this article will cover

The use case and the outcomes it delivers
IT setup: bank and ERP integrations, document storage
Builder setup: the matching runbook, the schemas, the verified actions
Analyst daily use: confirming matches and resolving short-pays
Metrics and expected ROI
Variations seen across customers

AP help desk Invoice exception management