Sort your accounts receivable inbox and draft replies
Give customers an address for billing questions. Each email is sorted into remittance advice, invoice dispute, invoice copy request, tax form request or other, and the invoice number and amount are pulled out. Each of the four billing types is posted to its own webhook; an email sorted as other is not posted anywhere. A suggested reply is drafted for a person to check and send; nothing is sent to the customer.
How it starts
When an email arrives.
Accepts files: Remittance advice or invoices (PDF or images), Other files (ignored)
What it needs
No knowledge base, memory bank or connection to create first.
Steps
Sort the email and pull out invoice details
Parse the result
Route by type
When: Remittance:
Send to cash application
When: Dispute:
Send to disputes
When: Invoice copy:
Send the copy request
When: Tax form:
Send the tax form request
Otherwise:
Not routed
Show the triage and suggested reply