[_1tem]

How on earth does this help with reconciling payments? Can Autotab also recognize "this transaction belongs to this invoice" or does it just copy and paste all transaction and invoice data into a spreadsheet for manual reconciliation?

[jonasnelle]

Yes, Autotab can reason over the state of applications and the data it is seeing. You can also teach it to do certain steps only in specific cases.

If you wanted Autotab to reconcile payments you would teach it to go to wherever the payments are listed eg a banking app. There you would have it iterate through the unreconciled payments. For each payment you’d have Autotab go to the invoicing tool and look up any details from the payment (eg IBAN, information from the reference number, amount, etc) to find the matching customer and invoice. This is where most of the reasoning happens - you can teach Autotab what counts as sufficiently close to be a match with prompts and examples. Then you can have Autotab mark the invoice as paid and go back to the payment app and mark the payment with the invoice number it grabbed from the matched payment.