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Cash application
automation for staffing.

Cash application is the heavily manual work of matching payments to open invoices. In staffing, that work breaks because remittances arrive late or with missing details, payments don’t neatly match open invoices, or clients don’t pay the exact invoice amount. ReceiveUp connects to your bank, matches incoming payments to open invoices and flags uncertain matches for your team to review.

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Remit parsing, matching, posting, exceptions.

What it automates.

  1. Bring in payments from your connected bank and remittance from email, portals, lockbox or VMS files.

  2. Match payment to invoice using amount, client, date and learned patterns

  3. Suggest splits for lump payments across multiple invoices

  4. Route low-confidence matches to people, never auto-guess

AI does the pattern-matching. People approve the moves.

Our AI learns each client’s remittance patterns over time: when they batch, what reference numbers they use, which invoices they tend to short-pay. We use AI for matching and pattern identification. We do not use AI to autonomously post cash to your GL. Every match is reviewable; every suggestion is approvable.

Payments collected by ReceiveUp arrive pre-matched.

ReceiveUp-collected payments flow directly into Cash Application, already matched to their invoice.

Learn more about Secure Payments

Reminders pause the moment a client pays.

The reminder cadence stops automatically when a payment lands, and the dashboard shows each client what has been received, applied and outstanding.

Learn more about Automated Reminders

Supported payment types.

  • ACH
  • Wire
  • Check (with lockbox)
  • Card
  • VMS aggregator payments
  • eCheck
  • Client portal credits

Connected to your bank and your staffing stack.

Reads from, and writes back to, the systems you already run. Where an API doesn’t exist, the ReceiveUp data agent fills the gap.

  • Intacct
  • CTM

See all integrations

Frequently asked questions

Most customers go live in 4–8 weeks across their ATS, ERP and payroll systems. Implementation is staged by product, so you see value before the full rollout completes.

Yes, where it earns its place. ReceiveUp uses AI for cash application matching, cross-system data reconciliation and forecasting. ReceiveUp doesn’t use AI to post to your GL, generate invoices or autonomously resolve disputes. Your finance team owns those decisions.

ReceiveUp connects with Bullhorn, symplr CTM, Fieldglass, Aqore, Avionté, TempWorks, NetSuite, Sage Intacct, QuickBooks, ADP and many others. For systems without APIs, ReceiveUp AI agents bridge the gap with permissioned access.

Every AI action (match, reminder, data pull) is logged and reviewable. Your team can audit, override and turn off any AI behavior at any time.

See how cash application matching works in your demo.

30 minutes, tailored to your vertical, team size and biggest AR pain.

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What to expect

  • Live in 4–⁠8 weeks
  • No new systems
  • Hands-on onboarding