Automatic payment verification

Pain Points:
1. Accountants and managers manually reconciled payments with invoices.
2. Frequent errors, duplications, missed payments.
3. A lot of time was spent searching for and verifying transactions.

What was done?
1. Created a payment accounting structure linked to deals and invoices in the CRM.
2. The CRM automatically pulls in a unique code (TIN or account number) into the invoice template created by the manager.
3. After payment, the CRM automatically receives transaction data: finds the invoice by the note, verifies the amount, updates the payment status.

Result:
1. 70-90% of all payments are processed automatically.
2. Human intervention is only needed in cases of payment errors.
3. No "stuck" invoices, complete transparency in financial reporting.

#CRM #BusinessAnalyst #analytics #Creatio