Help finance post e-transfer payments to matching invoices

Finance teams miss invoice matches in e-transfer emails, causing unapplied receipts and reconciliation delays. Payments are posted to matching invoices so accountants reconcile receipts faster.

Overview

Unapplied e-transfer receipts stall reconciliations and create audit risk for finance teams. This workflow posts incoming e-transfer amounts to the matching invoice in your accounting system, eliminating unapplied receipts and enabling faster, cleaner reconciliations.

Notable Features

Parse e-transfer emails for details
Match payments to invoice numbers
Post payments to accounting invoices