AP and AR automation with a three-tier matching engine
Invoices and remittances matched in three passes, exact, fuzzy and AI-assisted, with people reviewing only what is left.
What the client needed
Invoices and remittances arrive as PDFs and emails. Matching them to orders and open items was manual, and exceptions piled up at month end.
What runs now
The same engine powers our AP Automation and AR Automation products.
The system, step by step
A PostgreSQL schema covering prepaid, credit and tenant customer types
Cash application in three tiers, exact, fuzzy and AI-assisted, with human review for the remainder
A remittance advice ingestion pipeline
A multi-model pipeline (extraction, validation, matching) streaming between services over gRPC, with live updates to the user over WebSocket
Microsoft Dynamics 365 Business Central integration for procure-to-pay, built as AL extensions
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