Automated payment reconciliation with confidence scores

The scenario reconciles financial records from different sources, uses AI for ambiguous matches, scores confidence and flags the doubtful for review.

  • Records from different sources are merged
  • Exact and AI matching
  • A confidence score on every match
  • The doubtful sent for review
Webhook
Set it up for yourselfScriptera

How it works

Automating Quick Base and express takes no code: a ready-made scenario does the routine for you.

  1. Starts when: Webhook - Receive Financial Data
  2. Then: Workflow Configuration
  3. Check: Check Data Source Type
  4. If yes: Normalize Bank Statement Schema
  5. Check: Merge All Normalized Data
  6. Check: Merge All Normalized Data2
  7. Then: Deterministic Matching Logic
  8. Check: Check Match Quality
  9. If yes: Merge Matched Results
  10. Then: Calculate Confidence Scores
  11. Check: Route by Confidence Threshold
  12. If yes: Mark as Auto-Reconciled
  13. Check: Merge All Results
  14. Then: Log to Reconciliation Report
  15. Then: Notify Finance Team
  16. If no: Flag for Human Review
  17. If no: AI Fuzzy Matching Agent
  18. If no: Normalize Invoice Schema
  19. Check: Merge All Normalized Data1
  20. If no: Normalize ERP Schema
  21. If no: Extract CSV Data
  22. Then: Normalize CSV Schema
  23. Then: OpenAI Chat Model
  24. Then: Structured Output Parser

You can launch this Quick Base + express integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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