Cash Application Agent
Match payments to
invoices automatically
with smart reconciliation.
Connect your banks, match complex payment scenarios with Cash App Agent, and sync reconciled transactions to your ERP in real time.
Trusted by the world's leading B2B finance teams
The solution
By
A Cash App Agent for handling real-world payments at scale.
Intelligent cash application built to handle the full range of how customers actually pay.
98%
Auto-match rate
70%
Reduction in cash application time
Full
Audit trail
Unified visibility
Instant match suggestions for every transaction.
Unify transactions from all your banks and see intelligent match suggestions based on customer behavior and invoice history.
- Multi-bank, multi-aggregator connectivity
- Unified transaction view
- Intelligent match suggestions
- Customer and invoice cross-referencing
Exception resolution
Automatic matching for complex payments.
Match short pays, bulk payments, and partial payments with intelligent automation that adapts by learning from payment patterns and history. Get detailed logs and change history for complete visibility.
- Intelligent matching with ML recommendations
- Partial, bulk, and multi-invoice payment support
- Detailed match visibility and audit logs
- Built-in exception workflow
ERP reconciliation
Real-time ERP sync that unblocks collections.
Sync matched payments to your ERP in real time so collections can see exactly what's still owed and follow up sooner.
- Real-time ERP integration with accounting adjustments
- Sync failure management and alerts
- Remittance data capture from emails and PDFs
- Complete audit trail for every transaction
Frequently asked questions
Ask AI
The Cash App Agent matches incoming bank payments to your open invoices and reconciles them for you. It pulls in transactions from your connected banks, applies the matches it is confident about automatically, surfaces a suggested match for everything else, and writes reconciled cash back to your ERP.
The agent is accuracy-first by design. When a payment maps cleanly to an invoice, it applies the match automatically. When anything is ambiguous, it holds back and surfaces a suggested match for your team to confirm in a click, rather than guessing and creating a mess to unwind later.
The agent enriches incomplete bank references and captures remittance data from sources like emails and PDFs to resolve what each payment applies to. When it still cannot determine a match confidently, it routes the transaction into an exception workflow so your team can resolve it quickly.
You connect your bank accounts through secure aggregator integrations and see every transaction in one unified view, across multiple banks and accounts, cross-referenced against your customers and invoices.
When cash is applied in real time, your AR aging reflects what is actually still owed, so your team stops chasing customers who have already paid and can follow up on genuinely overdue invoices sooner. Reconciliation stops being the bottleneck that holds up the rest of your AR process.
Ready to make
cash application effortless?
See how finance teams use Cash App Agent to match payments in minutes.
