---
title: "Remittance Advice Matching"
section: "Agent store — Finance — Payment Management"
canonical_url: "https://leverge.ai/agents/finance/payment-management/remittance-matching"
category: "Finance"
process: "Payment Management"
trigger: "Run on demand"
publisher: "Ailoitte Technologies Private Limited"
---

# Remittance Advice Matching

Match a customer's remittance advice to the open invoices it is paying, and say plainly which lines it does not account for rather than forcing the total to balance.

## At a glance

- Business function: Finance
- Process: Payment Management
- Runs: run on demand
- Run cost: 6 credits
- Uses a knowledge base: no

## What it needs

- **Remittance advice** (file upload) — As the customer sent it — email body, PDF or spreadsheet.
- **Open invoices** (file upload) — The outstanding ledger for that customer.
- **Matching rules** (form)

## How it works

1. Reading the remittance advice
2. Reading the open ledger
3. Matching the payment to invoices
4. Writing the posting note

## What it returns

- **Does the remittance balance** (validation result)
- **For the cash allocator** (written summary)
- **Remittance line against invoice** (mapping table)
- **Cannot be allocated** (flagged exceptions)

---

Source: https://leverge.ai/agents/finance/payment-management/remittance-matching — Leverge