Seven companies, four payment channels, one approval queue.
A Hong Kong services group runs seven companies. Its customers pay by cheque, bank transfer, payment gateway and WhatsApp, sometimes as a photo of a payment slip or a voice note. The AR team used to sort every payment by hand. Now an AI agent reads each one, works out the company and customer, matches the invoices and checks for duplicates, and the AR team approves every posting.
Client approval for this case study is covered by our agreement with them.
| Before | With the agent | |
|---|---|---|
| Where payments came from | Cheques, transfers, a payment gateway and WhatsApp messages, checked one by one | The same four channels, read by the agent as they arrive |
| Which company was paid | Worked out by hand across seven companies | Identified by the agent from the payment details |
| Matching to invoices | Keyed manually | Proposed by the agent, with the evidence attached |
| Duplicate payments | Caught only if someone remembered | Checked against the bank log every time |
| Posting | Done by the AR team | Still approved by the AR team, every time |
The agent never posts on its own. It prepares each posting with its reasoning and the source attached, and a person on the AR team says yes.
The AR team kept control of every posting from day one, which is why they trusted the agent.
Customers weren't asked to change how they pay. The agent reads what arrives, WhatsApp included.
With four channels, the same payment can arrive twice. The bank log check stops it posting twice.
It reads each payment, including WhatsApp photos of payment slips, works out which of seven companies and which customer it belongs to, matches the invoices and checks the bank log for duplicates.
No. It prepares each posting with its reasoning and the source attached, and a person on the AR team approves it.
Cheques, bank transfers, a payment gateway and WhatsApp messages, as customers already send them.
Start with the AR Cash Assessment: your unapplied cash, your match rate and what an agent would catch on your own payments.
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