Invoice/Expenses Reconciliation
Checking and matching invoices with real payment data is one hell of a headache.
Won't it be a great relief if it was done by AI which is least error-prone and cheaper with much more features.
I've got you, checkout this workflow:
-> Triggers manually or can be triggered at schedules times.
-> Gets payment data from your stripe account.
-> Collects invoice data from google sheets via google sheets tool.
-> An AI Agent matches the names and payment amount, currency, installments, etc against the invoice data.
-> Labels the client based on payment(paid, unpaid and even manual_checking if the something is suspicius or like that).
-> Then based on the labels, the workflow diverges(I can make it more specific based on the labels if needed).
-> Data about clients to be manually checked is shared to the team.
-> Others are mentioned as checked in the invoice data.
Time to build : 40min
Reach out for JSON or some ideas.
Won't it be a great relief if it was done by AI which is least error-prone and cheaper with much more features.
I've got you, checkout this workflow:
-> Triggers manually or can be triggered at schedules times.
-> Gets payment data from your stripe account.
-> Collects invoice data from google sheets via google sheets tool.
-> An AI Agent matches the names and payment amount, currency, installments, etc against the invoice data.
-> Labels the client based on payment(paid, unpaid and even manual_checking if the something is suspicius or like that).
-> Then based on the labels, the workflow diverges(I can make it more specific based on the labels if needed).
-> Data about clients to be manually checked is shared to the team.
-> Others are mentioned as checked in the invoice data.
Time to build : 40min
Reach out for JSON or some ideas.
