AR Agent
AR Agent handles the repetitive work between a customer payment and an applied cash receipt. It reads check stubs, payment advice, scans, and spreadsheets, matches them against open invoices, and records the payment in your ERP. Cases that need judgment are routed to your team.
Turn remittances into verified cash receipts.
For manufacturing finance teams applying customer payments across inboxes, documents, spreadsheets, and ERP records.
See the core workflow in this demonstration. We scope the integration, approval rules, and deployment around your operation.
A clear path through the work.
- 01
Read the remittance
Extract payment information from the formats your customers already send, including scanned documents and spreadsheets.
- 02
Match against open invoices
Check customer, invoice, and payment details against ERP records. Unclear matches and discrepancies are set aside for review.
- 03
Apply cash in your ERP
Record matched payments through the agreed workflow, so your AR team can focus on collections, disputes, and the exceptions that need attention.
What goes in
- Check stubs, payment advice, scans, and spreadsheets
- Customer and open-invoice records from your ERP
- Your cash-application rules and review requirements
What comes out
- Payments matched against open invoices
- Cash receipts recorded in your ERP
- Exceptions for the AR team to review and resolve
Your operation sets the rules.
We define the boundaries with the people who own the process: what can proceed, what needs review, and who can approve.
Route uncertain matches to a person
Remittances that cannot be confidently matched are held for review. Your team resolves the exception before it proceeds.
Fit the way your team applies cash
The deployment is connected to your ERP and configured around your posting rules, access permissions, and approval requirements.
Private deployment, local models
A 100% private, self-hosted option integrates your local models and keeps remittances, customer records, and processing inside your environment.
Your data. Your environment. Your local models.
AR Agent is available with a 100% private, self-hosted deployment option, including integration with your local models. We work with your team to fit your infrastructure, data boundaries, and ERP access requirements.
Bring us your bottleneck.
An inbox full of invoices. An RFQ waiting on engineering. An ERP process held together by spreadsheets. Let’s find the right place to start.