Cash Application Agent
Cash came in. Now let the matching happen for you.
See Tesorio match payments from check PDFs and remittance emails, and flag the ones that need your team's attention.
Thursday, November 19, 202610:00 AM PT · 30 minutes
See what Tesorio handled. Know what needs you.
Cash application shouldn't mean digging through remittance details and matching payments from scratch.
In this session, you'll see Tesorio's Cash Application Agent take that work on, and see where your team still needs to weigh in.
What you'll see
- Payments matched from check PDFs and remittance emails
- What Tesorio handled, separated from what needs your judgment
- Why a payment was matched or not
- Policies that give your team more control over how matching works
- One payment split across many invoices, broken out to the right invoices and child accounts
Let Tesorio handle the volume
People still make the calls that need judgment. They just shouldn't spend the day on every routine match.
Tesorio works through the busywork so your team can focus on the exceptions and the customer conversations behind them.
Bring your questions for the live Q&A!
Save your spot
Can't make it live? Register anyway and we'll send you the recording.
Presented byT.J. CorkinsPrincipal Solutions Consultant
FeaturedCash Application Agent
Format30 minutes · Live + Q&A