Accounts Receivable Automation

Cash Applied and the Aging Tied Out Before Your Reviewer Opens It

AI agents pull deposit detail from each client's bank portal, read the remittance advice wherever it landed, apply cash against open invoices in QuickBooks or Sage Intacct, and leave a person only what did not clear.

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The problem

How client receivables run today.

A deposit lands in the client’s bank. The remittance advice explaining it arrives as a PDF in somebody’s inbox, or as a spreadsheet, or not at all.

Someone opens the bank portal, exports what they can, and matches the deposit against open invoices in Excel. The payment covering eleven invoices takes longer than the other forty combined.

Short pays and deductions get parked in unapplied cash, to be explained later by whoever remembers the customer.

The aging is rebuilt at month end and does not tie to the control account on the first attempt.

That is capacity you cannot bill and cannot hire your way out of.

The Solution

From Cash to Confidence

Collect
Apply
Validate
Review & Send

Document collection01
Workpaper prep02
Return readiness03
Document collection04

Impact

Carry More Client Ledgers Without Adding Preparers

Boost Capacity

Staff stop downloading deposit detail and matching payments in Excel, so the same team carries more client ledgers through the same close window. Agents run overnight, so the applied batch is waiting in the morning.

Improve Accuracy

Every application ties to a remittance line and a checker agent audits the batch before a reviewer opens it, so senior time goes to the disputed items instead of the matching.

Standardize Method

The same application logic, reason codes, and aging treatment apply to every client, whoever on your team prepares the batch and whichever ledger that client runs.

Proven · Governed · Grounded

Built for the profession where "trust me" isn't an answer

Proven on your prior work

Before go-live, agents are scored cell-by-cell against your held-out prior-year workpapers. Anything below confidence threshold routes to human review with a link to the exact source document.

Governed at every step

Approval checkpoints wherever you define them. Every action time-stamped in an immutable audit trail — event logs, formula versions, and human-review records that ship with the work, ready for IRS defense.

Your data stays yours

Client data logically isolated, never used to train models. Bring your own LLM keys. Hybrid or on-prem deployment available for firms with strict residency requirements.

GDPR
CCPA
HIPAA
SOC2 TYPE 2
ISO/IEC 27001

Zero training on customer data

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Co-Built

We Build It With Your Team, Not For Them

Your people shape the agents. Your SMEs define what a clean application looks like at your firm, your engineers are deliberately upskilled as we go, and the agents are yours when the engagement ends. In both of our production accounts, client SMEs put more than fifty hours each into agent design.

Integration