Problem Statement

Payments must be matched and posted accurately and promptly, and manual posting and balancing is slow and exception-heavy; unposted or misapplied cash distorts accounts receivable, ties up credit balances, and delays a clear view of what has truly been collected. Payments can land undistributed when the insurance on the account doesn't match the payer that actually paid, so the cash can't be applied until the coverage is corrected. Working each one manually is repetitive, and undistributed cash overstates AR until it's resolved.

Automation Solution

This automation identifies accounts with undistributed payments tied to invalid insurance, corrects the coverage to match the paying payer, and distributes the payment to resolve the balance.