AI-Powered Payment Reconciliation for NetSuite

Built by Sankalvax — Simplify AR, automate reconciliation, and stay in control with AI.

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What Our AI Agent Does

Read Bank

Reads & Analyzes Bank Statements

Parses uploaded bank files to extract credit entries for reconciliation against NetSuite data.

Customer Match

Intelligent Customer Matching

Identifies matching NetSuite customers using fuzzy logic, even for multilingual or partial names.

Invoice Suggest

Invoice Detection & Suggestion

Fetches open invoices, then suggests matches based on exact amount or earliest due date.

Adjust Allocation

User-Guided Payment Allocation

Allows users to review and adjust invoice-level allocations before confirmation.

Create Payment

Payment Creation in NetSuite

Once confirmed, payments are auto-created and linked against the correct invoices in NetSuite.

Chat Verify

Real-Time Chat Interaction

The AI chats with users, validates data, and assists until all payments are reviewed and finalized.

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