Payment Match Agent

I will verify that each incoming payment matches the right invoice and customer, then flag exactly how confident that match is.

Get Agent

About this agent

Automated first-pass payment matches still need a human to confirm they're right, and checking each one by hand is slow at volume. This agent verifies the match itself, logs the evidence it finds, and routes anything unresolved to manual review.

What you get

Verification status for each incoming payment, delivered when a new transaction arrives.

Evidence log documenting how each match was confirmed, delivered when a new transaction arrives.

Flagged list of unresolved payments for manual review, delivered when a new transaction arrives.

What this agent does

Picks up new transactions automatically

It reviews new items on your transactions board that still need a verification decision, without anyone having to assign them.

Starts with the simplest check

It compares the extracted payer name against the recommended invoice customer name, ignoring generic tokens like Ltd, Inc, or Payment, for an exact or partial match.

Digs into email when the name isn't enough

If the name check is inconclusive, it searches Gmail for messages referencing the customer name, invoice number, or payment amount across several formatting variants.

Checks for a real business relationship

When no email confirms the match, it runs a web search for a credible business relationship between the payer and the invoiced customer, citing the source it found.

Never guesses when nothing confirms the match

It sets a clear verification status, logs the supporting evidence to the item, and routes anything unresolved to manual review with the reasons attempted.