Itemize connects payments, remittances, receivables data, and customer context to match transactions, investigate discrepancies, resolve exceptions, apply business rules, and move each item toward a clean, explainable outcome—without requiring Itemize to be the system that applies the cash.
Receivables & Remittance AgentR&R AgentConnect · Match · ResolveReceivables operations are full of fragmented information and ambiguous transactions: missing remittance, short pays, deductions, credits, split payments, unidentified payers, inconsistent references, and records spread across systems. Itemize brings those signals together, applies customer-specific logic, and automates the investigation and resolution work around them.
Bring together payment records, remittance detail, open receivables, invoices, credits, deductions, customer data, bank files, ERP data, and related context to establish the complete transaction picture.
Use AI agents to work through short pays, missing remittance, ambiguous matches, splits, deductions, and other discrepancies; apply business rules; and resolve what can be resolved before involving a person.
Itemize can operate upstream, alongside, or between existing bank, ERP, lockbox, and cash application systems—delivering matched, reconciled, explained, or routed outcomes wherever the customer needs them.
See how Itemize can automate the matching, investigation, exception, and routing work that sits around your existing receivables systems.