Payment matching
Payment matching is an automation Rosada Automation builds for Professional & B2B firms. Incoming payments get matched to open invoices, and anything odd is flagged for you.
Who it's for
- Professional & B2B firms
Example run with sample data
Manual ~5 min of your time
Automated seconds
Illustrative contrast for this sample run. Not a guaranteed result.
1 of 3
Payment in
A sample payment comes in. You are not chasing this by hand.
Invoice
- InvoiceSample 1042
- AmountSample amount
- StatusPayment in
Paid
Example run. Nothing here is sent for real.
Anything that does not match is flagged for you. It is not marked paid on its own.
Where you approve
Anything that does not match is flagged for you. It is not marked paid on its own.
What you get after go-live
After go-live you get a handoff guide that's yours to keep. Your guide will include:
- A clickable map of your workflow.
- Plain-English answers for how to change the parts that are yours to edit.
- How to pause or stop it safely.
- A go-live checklist.
- Who to ask.
For this automation, your guide will include how to change:
- How a payment is matched
- What gets flagged
- How you clear a flag