OprivoTechInteractive case study
Payment Reconciliation
Match payments to invoices and surface unresolved exceptions quickly.
The workflow normalizes bank activity, matches invoices and customers, validates tolerances, and routes unmatched payments.
Interactive case study
Reconcile an incoming payment
The workflow normalizes bank activity, matches invoices and customers, validates tolerances, and routes unmatched payments.
Payment record
Payment reference, customer, currency, and amount match one open invoice.
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- Source
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- AI analysis
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- Confidence
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- Decision
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Result
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Illustrative demo only - no real customer data is used.
01
Finance manually compares bank transactions, invoices, references, and amounts to update the ledger.
Finance manually compares bank transactions, invoices, references, and amounts to update the ledger.
02
A controlled five-step workflow
AI assists with analysis while rules and human review control sensitive actions.
Payment
Capture the input and its context.
Normalization
Extract the information needed for a decision.
Matching
Validate it against approved rules.
Decision
Choose automation or human review.
Ledger
Record the result and notify the owner.
03
Important decisions stay controlled
Validation, confidence thresholds, permissions, and human review prevent unsafe actions.
04
Expected operational impact
The team handles less repetitive work and focuses on meaningful exceptions.
Adapt this workflow to your operation
Connect your systems, approved rules, data sources, and review channels.