The Challenge
Finance teams receive payment confirmations daily via email, such as:
- Bank payment advice
- Payment confirmation emails
- Scanned documents
- Multiple attachments in one email
Each payment needs to be:
- Matched against invoice numbers
- Checked for partial or full payment
- Validated for TDS & GST
- Manually entered into ERP
Earlier, this caused:
- Delays in collection posting
- Reconciliation errors
- Missed or incorrect entries
- Heavy dependency on accounts staff
The Assist AI Solution
We created a Collection AI Agent to fully automate this flow
1. Reads all payment-related emails
2. Extracts payment details from:
- Email body
- Attachments
- Multiple files in one email
3. Identifies:
- Invoice numbers
- Paid amount
- Partial or full payment
- TDS & GST values
4. Validates payment against ERP invoices
5. Automatically posts the collection entry into ERP
The Result
Instant payment posting
Accurate reconciliation
No missed collections
Real-time outstanding visibility
Reduced finance workload
What earlier took days now happens in minutes — automatically.
