Finance
Invoice and payment reconciliation
Incoming payments are matched to invoices automatically.
Engagement
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.