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AR Invoicing & Cash Application Assistant
Invoices out accurately and payments applied same day.
- Generates accurate customer invoices
- Applies incoming payments to the right accounts
- Flags mismatches for a quick look
KA
Karen Haddad
Published this agent
Estimated time savings, hours a month
0612
6 hours as installed
12 hours after connecting your apps
people loved it
v1.0
How you'll use itreal prompts and what comes back
“generate this batch of invoices”
Returns the result with context and next steps.
“apply today's receipts and flag mismatches”
Surfaces issues before they become problems.
“Pull all vendor payments over $10,000 from last month and verify they match approved purchase orders”
Automated AP audit that would otherwise take a full day
Advanced install optionsmanual setup, command line, connections, raw file
Installation options
Paste the prompt into Claude — it saves the agent, connects the tools it needs, and tailors it to your routine. Nothing runs on our servers.
If you add the file to Claude yourself, Claude asks you to confirm before reading it. That prompt is standard for any file you give it.
External connections
ERP / Accounting systemSpreadsheet
ExtraSlackExtra
Connects to ERP, Google, Slackv1.0 · Updated Jun 26
Version history
v1.0
Initial release.
6/15/2026
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