Automatically matches bank transactions to open invoices using AI and flags anything that needs a closer look.
It branches. Exactly one path is taken; a person is alerted when a step fails.
Pattern: Exclusive Choice (4) · Simple Merge (5)
Matching bank statement lines against open invoices by hand is slow, repetitive, and easy to get wrong when you're moving fast. Every day spent scanning statements line by line is a day not spent running the business.
Finance and accounting teams who handle daily cash reconciliation.
You get a daily reconciliation table matching bank transactions to invoices, with anything uncertain flagged for your review.
The hard question is not how to build it. It is whether this is the right thing to build first.
That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.
Let's Talk Strategy