Invoice #1042 Waiting
$850 · Acme Dental Open invoice with reference INV-1042.
Interactive workflow demo
Invoice + Payment Reconciliation
Watch invoices, bank activity, payment receipts, and reference numbers get matched automatically while one mismatch is isolated for review instead of silently forced to balance.
Simulation mode Professional Services
The weekly books have three obvious matches and one payment that is $25 short.
The useful automation is not “make everything green.” It is match what is defensible and make the mismatch impossible to miss.
Watch the handoff happen
Run the workflow. The active source, decision, output, and exception will highlight together.
Ready
01
Money + records
What needs matching
Bank deposit Waiting
$850 · ACH Memo includes INV-1042 · Acme Dental.
Invoice #1043 Waiting
$600 · Juniper Law Open invoice with reference INV-1043.
Bank deposit Waiting
$575 · ACH Memo includes INV-1043 · Juniper Law.
02
Reconciliation logic
How matches are proven
- 01 Read invoice #1042
Capture amount, customer, and invoice reference.
- 02 Read the matching deposit
Compare payer, amount, and memo reference.
- 03 Close the proven match
All required fields agree, so the invoice can be marked paid.
- 04 Read invoice #1043
Capture the expected $600 payment.
- 05 Read the second deposit
Payer and reference match, but the deposit is only $575.
- 06 Isolate the mismatch
Do not force the record to balance or silently write off the difference.
- 07 Publish the clean reconciliation
Close the defensible match and keep the exception visible.
03
0 ready Reconciled records
What closes cleanly
Invoice #1042 Matched · paid
Amount, payer, and invoice reference agree.
Weekly reconciliation 1 closed automatically
Only fully supported matches are marked reconciled.
Validated results will appear here as the workflow progresses.
04
0 exceptions Mismatch + audit
What happened + what needs investigation
The payer and invoice reference match, but the amount does not. The system refuses to mark it paid in full.
Next action Review whether this is a fee, partial payment, credit, or customer underpayment.
Every action will be recorded here as it happens.
Follow the highlight across all four panels. The point is to show exactly where information moves, where rules apply, and where a human still owns the judgment call.
The point is the handoff, not the shiny robot
What actually changes
The automation is useful because the work moves cleanly from request to action — with less manual handling and clear human boundaries.
Before Manual handoffs
- Invoices and deposits are compared manually
- Reference numbers and payer names must be hunted across systems
- Small discrepancies can be overlooked
- Staff spends time checking obvious matches
After Connected handoffs
- Defensible matches close automatically
- References, amounts, and payer identity are checked consistently
- Discrepancies are isolated with the exact reason
- Human attention is reserved for exceptions rather than every transaction
MethodMade Studio
What are you matching by hand every week?
MethodMade can connect repetitive reconciliation work while keeping financial exceptions explicit and reviewable.
Keep exploring
See another handoff in action.
Different problem, same idea: make the work visible, connect the handoffs, and keep judgment with a person when it matters.
Next up in the showroomCustomer retention
Browse the showroomSwipe, drag, use ← →, or tab into a card.
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