Explore Thoughtful+ Free

Unlock all blogs, whitepapers, case studies, webinars, and more!

Smart Bot

All Bots

CA

Cash Application

The bot will get payments from multiple sources and post them against invoices.

Industry:

Accounting

Finance

All Industries

Function:

Accounts Receivable

Cash Management

Steps

  1. Get payments from either email, web portal, paper check copies, credit card or other source.
  2. Login to Accounting/ERP system.
  3. If invoice is indicated, locate invoice and apply payment.
  4. If invoice is not indicated, search for open invoice that matches customer and amount.
  5. If one instance is found, apply payment.
  6. If multiple instances are found, follow predefined rules to either apply payment or log to report.
  7. Update Exceptions and Results log.

Popular Applications

Our services are not limited to these applications. This bot is available for any cloud based application.

Share

CA

Book a demo of this bot

A no obligation way to understand how automation can increase efficiency, productivity, and accuracy.

Related