Swiftask syncs your AI agents with Chaser to automate payment validation. Free your finance team from repetitive manual data entry.
Result:
Accelerate your financial reconciliation and eliminate human error with intelligent automation.
AI Agents
chaser
Connector chaser · Secure OAuth 2.0
Validating payments in Chaser is often a tedious manual process. Your team spends hours comparing data, checking statuses, and validating transactions one by one. This bottleneck hinders your financial visibility and increases the risk of errors.
Main negative impacts:
Costly data entry errors
Manual handling of financial data inevitably leads to entry errors, impacting the accuracy of your accounts.
Excessive processing times
Time spent on manual validation delays the update of your cash flow metrics and client follow-ups.
Finance operational overload
Your talented staff is tied up with low-value administrative tasks, at the expense of financial analysis.
Swiftask deploys AI agents that natively interact with Chaser to validate your payments in real time. The agent detects the payment, verifies the match, and updates the status in Chaser without any human intervention.
BEFORE / AFTER
Manual payment management
An accountant receives a payment notification, opens Chaser, checks the corresponding invoice, manually enters the validation, and files the record. A slow process, prone to interruptions and oversights.
Automation with Swiftask + Chaser
As soon as a payment is detected, the Swiftask AI agent extracts the data, automatically validates the invoice in Chaser, and notifies stakeholders. Reconciliation is instant and error-free.
1
STEP 1 : Define your agent in Swiftask
Create an AI agent dedicated to finance. Configure its instructions to identify valid payments according to your accounting criteria.
2
STEP 2 : Integrate the Chaser connector
Enable the Chaser skill in Swiftask. Connect your account via secure API to allow data reading and writing.
3
STEP 3 : Configure validation rules
Establish the conditions for automatic validation: amount, customer reference, due date, or bank matching.
4
STEP 4 : Launch automation
Activate the agent. It works in the background, validating your payments 24/7 and generating a complete audit log.
Your agent analyzes the context of each transaction: amount discrepancies, ambiguous references, or potential duplicates. It makes decisions based on your business rules.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-chaser@swiftask.ai ). You keep full visibility on every action and every sent message.
Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.
Automation eliminates human errors related to manual entry in Chaser.
Your payments are validated in seconds, accelerating visibility into your cash flow.
Every validation is documented, facilitating audits and internal compliance.
Modify your validation rules in Swiftask without depending on complex IT developments.
Your finance team shifts from data entry to optimizing collections.
Swiftask applies enterprise-grade security standards for your chaser automations.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
| Metric | Before | After |
|---|---|---|
| Validation time | Several minutes per payment | Less than 5 seconds |
| Reconciliation errors | Significant error rate | Near 0% |
| Processing capacity | Limited by headcount | Infinitely scalable |
| Cash flow visibility | Delayed (D+1 or more) | Real-time |
Accelerate your financial reconciliation and eliminate human error with intelligent automation.