# Invoice and payment reconciliation — case study

> Incoming payments are matched to invoices automatically. Paid ones update status and send a receipt, overdue ones trigger a polite reminder chain and…

_Canonical: https://pingvin.dev/cases/finance-invoice-and-payment-reconciliation/_

---

1.  [Home](/)
2.  [Cases](/cases/)
3.  Invoice and payment reconciliation

Finance

# Invoice and payment reconciliation

Incoming payments are matched to invoices automatically.

## Engagement

Industry

Finance

## About the product

Incoming payments are matched to invoices automatically. Paid ones update status and send a receipt, overdue ones trigger a polite reminder chain and a manager ping.

## What we did

-   Paid ones update status and send a receipt, overdue ones trigger a polite reminder chain and a manager ping.

## Stack

-   N8N
-   Stripe / Bank API
-   CRM
-   SendGrid

## Similar problem?

This work came out of the direction below.

-   [AI Automation & AgentsThe work your team keeps doing by hand, done by software instead.](/services/ai-automation/)
