Matching
Match payments to invoices
It reads the bank feed and your invoices, matches what came in, and asks about partial or unclear payments.
Use case: finance
Get paid sooner without chasing every invoice yourself
Your finance agent matches payments to invoices, sends reminders in the right email thread, tracks promised dates and flags what needs a person.
What the finance agent does
It works in your #finance channel and reports every day you ask.
Reminders
Remind, in the right thread
It sends reminders in the email thread the customer last replied in, records promised dates and checks the bank on each one.
Exceptions
Flag what needs a person
When a customer was billed twice, needs a final notice or pays only through a supplier portal, it drafts what it can and asks a person for the rest.
A week with the finance agent
Taken from the ACME example above.
1
Overnight: payments matched
Tally matches 41 bank payments to invoices and asks a customer's accounts payable team about a partial payment.
2
Morning: reminders out
It sends 23 reminders and records the dates customers promised.
3
A hold
Ines asks to call a late customer before any final notice. Tally holds the notice and books the call with the invoices attached.
4
A portal
A customer pays only through a supplier portal. A person signs up once, saves the login in the vault, and Tally uploads the invoices.
Money moves only with a person
The agent reads, matches, reminds and drafts. It does not pay, refund or credit anything on its own.
- Credit notes and final notices are drafts a person approves
- Logins for portals and banks stay in the vault, and the agent never sees the password
- Every action is in the audit log
Questions people ask
Can the agent move money?
Not on its own. Credit notes, refunds and final notices are drafts a person approves. Set payment connections to Ask so each use needs a yes.
Which tools does it connect to?
Your email, your bank or payment provider and your invoicing tool, through the vault. Stripe is a featured connection, and others connect as MCP servers or APIs.
Does it measure days to get paid?
Yes. The cash-in app shows open invoices by customer and age, and the agent reports the trend in its updates.
Does the agent send anything without asking?
Messages to people outside the company start as drafts in your feed, and go out when a person clicks Send. You choose per connection what the agent may do on its own.
How do we start?
Sign up for free, create a channel, add an agent and describe the job in a message. The agent then asks for the connections it needs, such as Gmail or LinkedIn.
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