Agents Store

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ZBrain Remittance Advice and Invoice Matching Agent streamlines the cash application process by automating the extraction and matching of remittance details to open invoices in ERP systems. Leveraging a Large Language Model (LLM), it ensures high-precision transaction classification and reduces manual reconciliation efforts, improving cash flow visibility and operational efficiency.

Challenges the ZBrain Remittance Advice and Invoice Matching Agent Addresses

Manual remittance matching remains a significant bottleneck in financial operations, especially at high transaction volumes. Processing large volumes of remittance emails and reconciling them against invoices is labor-intensive and prone to errors, often resulting in misapplied payments, delayed reporting, and strained client relationships. Errors such as missed characters or mismatched amounts cause reconciliation issues, slow down decision-making, and compromise client trust. As transaction complexity increases, a scalable, accurate, and reliable solution becomes critical to maintain financial health and operational continuity.

ZBrain Remittance Advice and Invoice Matching Agent automates cash application workflows by precisely extracting payment details from remittance advice and matching them to ERP-stored invoices. It classifies transactions into Confirmed, Fuzzy, or Unapplied categories and flags discrepancies for review. This automation reduces reconciliation time, enhances reporting accuracy, improves cash flow visibility, and strengthens client trust through faster and more reliable financial operations.

How the Agent Works?

ZBrain remittance advice and invoice matching AI agent automates the process of matching remittance advice to corresponding invoices within ERP systems, ensuring accurate financial reconciliations and efficient payment processing. Below, we detail the agent's workflow:

Step 1: Remittance Email Receipt and Invoice Data Retrieval

This step involves agent activation, followed by extraction of comprehensive remittance details from emails using an LLM, and invoice number retrieval.

Key Tasks:

Trigger Activation: Begins processing upon detecting a remittance email or uploaded document containing payment information.
Remittance Email Field Extraction: Uses an LLM to parse incoming remittance advice emails, extracting structured fields such as customer name, invoice number, payment date, payment amount, and payment reference.
Regex-based Invoice Detection: Applies regular expressions to identify invoice number patterns from the remittance data and prepare them for comparison.
Comprehensive Data Retrieval: Accesses all open invoice records from the connected financial system, pulling comprehensive details needed for the matching process.
Invoice Number Extraction: Utilizes custom code to filter and extract only relevant invoice numbers from the retrieved dataset, eliminating unrelated fields to streamline the comparison process.

Outcome:

Prepared Invoice Dataset: Ensures the dataset is primed for matching, containing all required invoice details in an optimized format.

Step 2: Remittance Data Matching Against Invoice Records

Once invoice numbers have been extracted and prepared, the agent matches the remittance invoice number against the ERP dataset using an LLM and applying Fuzzy and exact matching techniques.

Key Tasks:

Similarity-based Matching: Uses prompt-driven fuzzy matching logic (e.g., Levenshtein distance) to compare user-submitted invoice numbers from the remittance advice with ERP invoice data.
Match Classification: Assigns each comparison status of 'Confirmed match,' 'Fuzzy match,' or 'Unapplied,' along with a confidence score and summary.
Confidence Scoring: Assigns a confidence score to each match to help prioritize human review if needed.
Error Tolerance Handling: Handles minor formatting issues such as hyphens, case mismatches, or typos during comparison.

Outcome:

Structured Match Results: A well-defined set of match outcomes is generated, forming the foundation for the next step—summary report generation.

Step 3: Structured Report Generation

After completing the matching process, the agent uses an LLM to generate a structured, user-friendly report summarizing invoice match outcomes with clarity and precision.

Key Tasks:

Match Summary Compilation: Presents user invoice number, closest ERP match, match status (Confirmed, Fuzzy, or Unapplied), and confidence scores.
Natural Language Explanation: Provides plain English descriptions of the match logic, including formatting differences or reasons for mismatch.

Outcome:

Structured Report Output: Displays results alongside remittance details in a clear format, ready for review, download, or further processing.

Step 4: Continuous Improvement Through Human Feedback

After the report delivery process, the agent continuously integrates user feedback to enhance remittance-to-invoice matching accuracy, clarity, and reliability.

Key Tasks:

Feedback Collection: Users can provide input on match accuracy, clarity of explanations, or flagged mismatches that require correction or deeper logic refinement.
Feedback Analysis and Learning: The agent analyzes this feedback to identify recurring issues such as false positives, unclear match reasoning, or overlooked formatting variations, pinpointing areas to improve matching logic and report generation.

Outcome:

Adaptive Enhancement: The agent continuously evolves its matching strategy and output style to better align with financial team expectations and operational needs. This ongoing learning ensures accuracy, transparency, and user confidence in automated reconciliation.

Why use RA and Invoice Matching Agent?

Streamlined Reconciliation Process: Automates the matching of remittance advice to invoices, significantly reducing manual effort and speeding up the cash application cycle.
Enhanced Accuracy: Minimizes errors in payment processing by ensuring precise matching of payment details with corresponding invoice data.
Enhanced Operational Efficiency: Reduces the time and resources spent on manual data entry and verification, allowing financial teams to focus on more strategic tasks.
Scalable Solution: Efficiently handles large volumes of financial transactions without degradation in performance, ensuring reliability as transaction volumes grow.
Reduced Disputes and Improved Relations: Identifies and resolves mismatches and discrepancies promptly, reducing billing disputes and enhancing client satisfaction with transparent processes.

[image] => https://d3tfuasmf2hsy5.cloudfront.net/assets/worker-templates/invoice-adjustment-request-agent.svg [icon] => https://d3tfuasmf2hsy5.cloudfront.net/assets/worker-templates/invoice-adjustment-request-agent.svg [sourceType] => FILE [status] => REQUEST [department] => Finance [subDepartment] => Accounts Receivable [process] => Remittance Management [subtitle] => Automates extraction and matching of remittance advices to pending invoices, reducing manual effort, speeding cash application, and improving accuracy. [route] => remittance-advice-and-invoice-matching-agent [addedOn] => 1745389285301 [modifiedOn] => 1745389285301 ) [1] => Array ( [_id] => 673af3c197920d0025c38c0f [name] => Client Payment Scheduling Agent [description] => The Client Payment Scheduling Agent streamlines the payment scheduling process by applying generative AI to categorize client payment terms, historical patterns, and the company's cash flow requirements into optimal payment schedules. This removes the need for manual calculations, allowing finance teams to allocate more time to strategic financial planning. The agent's ability to precisely align payment schedules with both client expectations and company liquidity needs ensures accuracy, resulting in reduced late payments and improved cash flow predictability.

This agent enhances accounts receivable management by providing timely suggestions for client payment schedules, thus minimizing the manual effort involved for finance personnel. By automatically analyzing payment terms and historical data, the agent generates schedules that meet the needs of both the client and the company. This proactive approach not only reduces the likelihood of overdue payments but also supports a consistent cash flow, which is crucial for maintaining optimal operations within the finance department.

The Client Payment Scheduling Agent also serves to improve customer relationships by facilitating prompt communication regarding payment expectations. Clients benefit from clearly outlined schedules that are tailored to their payment habits and agreements, while businesses gain the advantage of reliable income forecasting. The transparency and predictability provided by this agent help foster trust and cooperation between the company and its clients, ensuring that financial interactions are smooth and professionally managed.

Moreover, the agent includes a human feedback loop, which allows finance teams and clients to provide input in natural language. This feature ensures that the agent continuously learns and adapts, improving its suggestions and functionality over time. By integrating seamlessly with existing enterprise systems, the Client Payment Scheduling Agent becomes an invaluable tool in optimizing financial operations, supporting the overall efficiency and responsiveness of the finance department.

[image] => https://d3tfuasmf2hsy5.cloudfront.net/assets/worker-templates/client-payment-scheduling-agent.svg [icon] => https://d3tfuasmf2hsy5.cloudfront.net/assets/worker-templates/client-payment-scheduling-agent.svg [sourceType] => FILE [status] => REQUEST [department] => Finance [subDepartment] => Accounts Receivable [process] => Payment Scheduling [subtitle] => Automatically suggests payment schedules for clients based on payment terms, cash flow forecasts, and client payment history. [route] => client-payment-scheduling-agent [addedOn] => 1731916737388 [modifiedOn] => 1731916737388 ) [2] => Array ( [_id] => 670e4c0736851900265ffc67 [name] => Customer Payment Dispute Resolution Agent [description] => The Customer Payment Dispute Resolution Agent is designed to improve the dispute resolution process by utilizing Generative AI to automatically sort through invoice discrepancies and payment issues. This automation frees finance teams from the repetitive task of manually reviewing each case, enabling them to concentrate on more strategic financial planning and analysis. With its advanced ability to efficiently categorize and address discrepancies, the Agent ensures that resolutions are accurate, leading to improved customer satisfaction and faster dispute resolution.

This Agent excels in swiftly identifying the core issues causing payment disputes. By analyzing the details of invoices and customer payment records, it suggests appropriate resolutions that can be quickly implemented. This proactive approach helps in maintaining a healthy cash flow by ensuring that payment delays are minimized. As a result, finance departments can be more agile and responsive, enhancing the overall efficiency of the accounts receivable function.

A notable feature of the Customer Payment Dispute Resolution Agent is its seamless integration with existing enterprise systems. It can easily interact with financial databases and customer records, ensuring that all relevant information is taken into account when resolving disputes. This integration streamlines the workflow and ensures that the resolutions are based on comprehensive and accurate data, further boosting the reliability of the solution provided by the Agent.

Moreover, the Agent fosters better customer relationships by addressing payment-related issues promptly and effectively. By quickly resolving disputes, businesses can enhance their reputation for responsiveness, thereby strengthening customer trust and loyalty. This preemptive dispute resolution translates to a more satisfied customer base, which is crucial for maintaining long-term business relationships and fostering a positive company image.

[image] => https://d3tfuasmf2hsy5.cloudfront.net/assets/worker-templates/customer-payment-dispute-resolution-agent.svg [icon] => https://d3tfuasmf2hsy5.cloudfront.net/assets/worker-templates/customer-payment-dispute-resolution-agent.svg [sourceType] => FILE [status] => REQUEST [department] => Finance [subDepartment] => Accounts Receivable [process] => Customer Dispute Resolution [subtitle] => Efficiently resolves customer payment disputes by identifying invoice issues, ensuring speedy resolution and improved cash flow. [route] => customer-payment-dispute-resolution-agent [addedOn] => 1728990215176 [modifiedOn] => 1728990215176 ) [3] => Array ( [_id] => 670e4bf636851900265ffc4c [name] => Automated Invoice Collection Agent [description] => The Automated Invoice Collection Agent optimizes invoice management through the use of generative AI to categorize outstanding invoices into priority levels based on due dates and client history. By automating the time-consuming task of crafting and sending personalized payment reminders, it allows finance teams to concentrate on more strategic financial planning activities. Equipped with the capability to automatically track and follow up on overdue invoices, it ensures consistent communication, leading to improved cash flow and sustaining healthy financial operations.

By automating the collection process of overdue invoices, the Automated Invoice Collection Agent enhances the efficiency of finance departments. It monitors the status of pending invoices, sending timely, tailored reminders to each client, thus fostering a proactive approach to accounts receivable. This process minimizes human error and delays, which are common in manual invoice tracking, enabling teams to achieve higher collection rates without the burden of constant manual intervention.

One of the most practical features of this agent is its ability to improve customer communication. By sending personalized messages, it not only aligns with clients' payment schedules but also strengthens client relationships. This personalized touch can improve client responsiveness, reducing friction often experienced in financial transactions. Consequently, the agent helps maintain a professional and positive client rapport, which can be crucial for long-term business partnerships.

Overall, the Automated Invoice Collection Agent significantly reduces the incidence of overdue payments, thereby improving the overall cash flow for the company. With its automated and systematic approach, finance teams can ensure that all payments are followed up in a timely manner, drastically cutting down on the time spent on manual collection efforts. This not only enhances productivity but also contributes to more reliable financial forecasting, aiding in long-term strategic planning for the organization.

[image] => https://d3tfuasmf2hsy5.cloudfront.net/assets/worker-templates/automated-invoice-collection-agent.svg [icon] => https://d3tfuasmf2hsy5.cloudfront.net/assets/worker-templates/automated-invoice-collection-agent.svg [sourceType] => FILE [status] => REQUEST [department] => Finance [subDepartment] => Accounts Receivable [process] => Invoice Management [subtitle] => Automates overdue invoice collection with personalized reminders, enhancing cash flow and streamlining accounts receivable. [route] => automated-invoice-collection-agent [addedOn] => 1728990198610 [modifiedOn] => 1728990198610 ) [4] => Array ( [_id] => 670d07f436851900265f9d45 [name] => Client Invoice Summarization Agent [description] => The Client Invoice Summarization Agent optimizes invoice management through the use of generative AI to categorize client invoices into key details. By automating the summarization process, this tool eliminates the need for manual invoice reviews, allowing finance teams to focus on more strategic financial tasks. Equipped with advanced capabilities, it ensures accuracy and efficiency, leading to faster invoice processing and improved cash flow management. This streamlining of invoice review processes facilitates timely approvals and enhances overall operational productivity.

This agent is specifically designed to address the intricacies involved in handling large volumes of client invoices. It swiftly extracts and highlights essential information such as due dates, amounts, and applicable discounts or penalties. By providing a clear and concise summary of these elements, the agent assists finance teams in quickly identifying vital information without sifting through lengthy invoice documents. This not only accelerates the review process but also minimizes errors that can occur from manual data handling.

In addition to simplifying invoice summaries, the Client Invoice Summarization Agent offers the critical capability of flagging inconsistencies or missing information. This ensures that any anomalies are promptly brought to the team's attention for further scrutiny. As a result, finance teams are better equipped to prevent potential disputes or delays, further enhancing the reliability of the invoicing process. This proactive approach aids in maintaining strong client relationships by ensuring all billing is accurate and transparent.

By integrating seamlessly with existing enterprise systems, this ZBrain agent reduces the learning curve for finance teams, ensuring they can adopt and benefit from its features with minimal disruption. The agent’s ability to continuously learn and improve from user feedback ensures it remains aligned with evolving business needs. As a result, finance teams are empowered to handle invoicing with greater agility and precision, directly contributing to the organization's financial well-being and success.

[image] => https://d3tfuasmf2hsy5.cloudfront.net/assets/worker-templates/client-invoice-summarization-agent.svg [icon] => https://d3tfuasmf2hsy5.cloudfront.net/assets/worker-templates/client-invoice-summarization-agent.svg [sourceType] => FILE [status] => REQUEST [department] => Finance [subDepartment] => Accounts Receivable [process] => Invoice Management [subtitle] => Summarizes client invoices, highlighting key details for quicker finance reviews and efficient accounts receivable management. [route] => client-invoice-summarization-agent [addedOn] => 1728907252528 [modifiedOn] => 1728907252528 ) [5] => Array ( [_id] => 670cfbce36851900265f9309 [name] => Automated Customer Reminder Agent [description] => Streamlining audit preparation, the Automated Customer Reminder Agent applies generative AI to categorize and organize financial documents into necessary categories such as financial statements, transaction records, and compliance reports. This automation removes the need for manual document gathering and sorting, allowing finance teams to allocate more time to strategic tasks and analysis. The agent’s precision in document management ensures all records are accurate and compliant, reducing the risk of missing or incorrect information during audits. This results in improved audit readiness and facilitates a smoother, more efficient audit process.

The Automated Customer Reminder Agent is an invaluable tool for finance teams seeking to optimize their audit preparation processes. By automating the collection and organization of required documents, the agent minimizes the likelihood of human error and ensures that all necessary paperwork is available and organized in accordance with audit requirements. This not only saves valuable time but also provides finance teams with the confidence that their documentation meets compliance standards. The agent supports proactive audit preparation, allowing teams to be ready for both scheduled and surprise audits, thereby minimizing potential stress and last-minute scrambling.

Furthermore, by reducing manual effort in audit preparation, the Automated Customer Reminder Agent enables finance professionals to focus on more strategic financial tasks that require human expertise and insight. This shift from manual document handling to more analytical work can improve the overall effectiveness and productivity of finance departments. Additionally, by ensuring that all compliance-related documents are consistently prepared and organized, the agent helps maintain a high level of regulatory compliance, which is crucial for avoiding fines and maintaining the organization’s reputation.

The continuous improvement of the Automated Customer Reminder Agent, facilitated by the ZBrain team's integration of feedback from users, ensures that the agent evolves to meet the dynamic needs of finance departments. The feedback loop allows users to provide natural language input about their experiences, which the agent then uses to enhance its functionality over time. This adaptability ensures that the agent remains a relevant and effective tool as compliance requirements and audit standards evolve, thereby consistently supporting finance teams in their pursuit of excellence in audit preparation.

[image] => https://d3tfuasmf2hsy5.cloudfront.net/assets/worker-templates/automated-customer-reminder-agent.svg [icon] => https://d3tfuasmf2hsy5.cloudfront.net/assets/worker-templates/automated-customer-reminder-agent.svg [sourceType] => FILE [status] => REQUEST [department] => Finance [subDepartment] => Accounts Receivable [process] => Customer Communication [subtitle] => Streamlines audit prep by automating financial document gathering, ensuring compliance with minimal manual effort. [route] => automated-customer-reminder-agent [addedOn] => 1728904142233 [modifiedOn] => 1728904142233 ) [6] => Array ( [_id] => 670cfbb036851900265f92c0 [name] => Cash Application Automation Agent [description] => The Cash Application Automation Agent optimizes the cash application process through the use of Generative AI to classify customer payments into the correct accounts and invoices. By automating the traditionally manual task of cash application, this agent allows finance teams to focus on more strategic financial management tasks. Equipped with robust reconciliation features, the agent ensures high accuracy in payment allocation, leading to more efficient accounts receivable management and improved cash flow.

As the agent automates the application of cash receipts, it significantly reduces the manual effort required from accounting personnel. This not only minimizes the likelihood of human error but also ensures that payments are processed quickly and correctly. Consequently, finance professionals can now allocate their time to analysis and strategic planning, facilitating better decision-making and enhancing the overall productivity of the department.

Moreover, the agent’s capability to ensure accurate and timely reconciliation is crucial for the financial health of an organization. By systematically handling payments and applying them to the appropriate accounts, it reduces the risk of discrepancies and fosters a reliable financial foundation. The precision with which the Cash Application Automation Agent functions supports seamless integration with existing enterprise systems, thereby enhancing the overall operational efficiency of the finance department.

The Cash Application Automation Agent is continually refined through a human feedback loop, where users can provide input in natural language to improve its performance. This iterative improvement process ensures that the agent remains aligned with user needs, evolving to become more adept at handling variations in payment data and integrating changes in organizational processes. Through this dynamic interaction, the agent not only becomes an integral tool for cash application but also aligns closely with the ever-evolving requirements of enterprise finance operations.

[image] => https://d3tfuasmf2hsy5.cloudfront.net/assets/worker-templates/cash-application-automation-agent.svg [icon] => https://d3tfuasmf2hsy5.cloudfront.net/assets/worker-templates/cash-application-automation-agent.svg [sourceType] => FILE [status] => REQUEST [department] => Finance [subDepartment] => Accounts Receivable [process] => Cash Application [subtitle] => Automates applying cash receipts, ensuring accurate customer account reconciliation and reducing manual effort in Accounts Receivable. [route] => cash-application-automation-agent [addedOn] => 1728904112195 [modifiedOn] => 1728904112195 ) [7] => Array ( [_id] => 670cdfc836851900265f85c9 [name] => Late Payment Follow-up Agent [description] => By automating collections management, the Late Payment Follow-up Agent uses generative AI to classify overdue invoices into priority categories, removing the need for manual tracking. This allows finance teams to concentrate on managing overall cash flow and strategy. Thanks to its ability to generate personalized and timely follow-up messages, the tool delivers consistent communication with clients, resulting in improved collections and reduced instances of bad debt.

The Late Payment Follow-up Agent is designed to enhance the collections management process by automatically identifying invoices that are past due and initiating contact with clients. This automation alleviates finance teams from the repetitive task of monitoring overdue payments manually, enabling them to focus on more strategic tasks such as financial planning and analysis. With advanced capabilities in generating tailored messages, the agent ensures precise and effective communication, which not only improves the rate of successful collections but also strengthens client relationships by maintaining a proactive and professional communication approach.

Additionally, the agent streamlines the entire follow-up process by integrating seamlessly with existing enterprise systems and workflows. This ensures that any overdue payment is addressed promptly and consistently, thereby minimizing the risk of oversight or delays. By systematically following up on late payments, the agent facilitates improved cash flow management and helps the organization achieve more timely revenue realization. As a result, businesses can mitigate financial risks associated with overdue receivables and maintain healthier financial statements.

Importantly, the Late Payment Follow-up Agent is not static; it continuously improves its functionality by learning from human feedback. Users can provide input in natural language, helping the agent to refine its operations and adapt to specific business needs. This feedback loop ensures that the agent remains aligned with the organization's goals while contributing to more efficient and effective collections processes. Through ongoing enhancements, the agent aids finance teams in maintaining robust accounts receivable processes that support the financial health of the enterprise.

[image] => https://d3tfuasmf2hsy5.cloudfront.net/assets/worker-templates/late-payment-follow-up-agent.svg [icon] => https://d3tfuasmf2hsy5.cloudfront.net/assets/worker-templates/late-payment-follow-up-agent.svg [sourceType] => FILE [status] => REQUEST [department] => Finance [subDepartment] => Accounts Receivable [process] => Collections Management [subtitle] => Automates tracking of overdue invoices, sending reminders to clients to enhance collections and reduce bad debt. [route] => late-payment-follow-up-agent [addedOn] => 1728896968129 [modifiedOn] => 1728896968129 ) [8] => Array ( [_id] => 670cdfb436851900265f85b5 [name] => Client Payment Tracking Agent [description] => The Client Payment Tracking Agent optimizes payment management through the use of Generative AI to classify payment data into real-time status categories such as received, pending, or overdue. By automating the tracking of client payments, it removes the need for manual updates and data entry, thereby allowing finance teams to focus on strategic cash flow management. Equipped with real-time tracking capabilities, this agent ensures efficiency in monitoring payment statuses, leading to more timely financial reporting and promoting better cash flow management.

By integrating seamlessly with existing accounts receivable systems, the Client Payment Tracking Agent provides precise and up-to-date reporting on receivables. This integration not only enhances the accuracy of financial reports but also ensures that finance teams have a clear view of client payment statuses at all times. The real-time updates delivered by the agent empower finance professionals to make more informed decisions about cash flow, credit control, and resource allocation, resulting in a streamlined financial operation.

Furthermore, the Client Payment Tracking Agent reduces the errors commonly associated with manual tracking processes. Automated tracking minimizes discrepancies caused by human error, ensuring that all client payment data is consistently accurate and reliable. This precision is crucial for maintaining trust with stakeholders and ensuring compliance with financial reporting standards. The agent thereby supports the finance team's objective of maintaining accuracy and transparency across all accounts receivable processes.

In addition to improving operational efficiency, the Client Payment Tracking Agent enhances transparency with clients by ensuring up-to-date information is readily available. This transparency facilitates better client relationships, as clients can trust that their payment information is always correct and current. By delivering real-time insights and reducing manual effort, the agent not only serves the internal finance team but also contributes to a more trustworthy partnership with clients, fostering long-term business success.

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Finance

Remittance Advice and Invoice Matching Agent

Automates extraction and matching of remittance advices to pending invoices, reducing manual effort, speeding cash application, and improving accuracy.