Streamline Invoiced bank reconciliation with AI
Swiftask connects your Invoiced data to your bank feeds. An AI agent analyzes, compares, and suggests instant reconciliations for your invoices.
Result:
Eliminate tedious manual entry and ensure accounting accuracy in record time.
AI Agents
invoiced
Connector invoiced · Secure OAuth 2.0
Manual bank reconciliation slows your business down
Reconciling incoming payments with Invoiced invoices is often a source of errors and delays. Accounting teams spend hours cross-referencing data, risking inconsistencies that impact financial closing.
Main negative impacts:
Human error risk
Manual entry and visual comparison significantly increase the risk of discrepancies and erroneous entries.
Financial bottlenecks
Time spent on reconciliation delays visibility into cash flow and accurate tracking of customer accounts.
Payment discrepancy complexity
Handling partial payments or missing references requires complex analysis that unnecessarily engages your experts.
Swiftask deploys a dedicated AI agent that automates the reading of bank transactions and intelligently compares them to open invoices in Invoiced.
BEFORE / AFTER
What changes with Swiftask
Traditional manual process
An accountant downloads bank statements, compares them line-by-line with Invoiced, identifies payments, enters entries, and manually handles exceptions. Repetitive, slow, and error-prone work.
Swiftask assisted reconciliation
The AI agent imports transactions, analyzes matches with Invoiced, and suggests one-click validation for certain reconciliations. It flags only the anomalies requiring human attention.
Deploying your reconciliation assistant
1
STEP 1 : Configure Invoiced connector
Connect your Invoiced account to Swiftask to allow the agent access to billing data in real time.
2
STEP 2 : Define matching rules
Set matching criteria (amount, reference, client name) according to your accounting standards.
3
STEP 3 : Integrate bank feed
Automatically import your bank statements via API or secure files to power the agent's analysis.
4
STEP 4 : Validation and learning
Validate the AI suggestions. The agent learns from your decisions to improve accuracy over time.
Your AI agent's analysis capabilities
The agent examines payment data, Invoiced invoice context, and client history to ensure precise matching.
- Target connector: The agent performs the right actions in invoiced based on event context.
- Automated actions: Automatic identification of payments matching invoices. Intelligent management of partial payments. Detection of amount discrepancies. Generation of reconciliation reports. Alerts for unidentified payments.
- Native governance: All reconciliation suggestions are archived for simple and transparent auditing.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-invoiced@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.
Major operational gains
Drastic reduction in processing time
Cut the time spent on reconciliations by ten times thanks to automated comparison.
Enhanced accounting reliability
AI eliminates entry errors and omissions related to fatigue or data volume.
Real-time financial visibility
Get an accurate view of your cash flow and customer accounts instantly.
Simplified exception management
Focus your human expertise only on complex cases identified by the agent.
Guaranteed compliance
Each reconciliation is tracked and documented for full compliance during audits.
Financial data security
Swiftask applies enterprise-grade security standards for your invoiced automations.
- End-to-end encryption: All data transiting between Invoiced and Swiftask is encrypted according to banking standards.
- Strict access control: Access limited to accounting data based on roles defined in your organization.
- Full audit log: Every agent action is recorded to ensure total traceability in case of an audit.
- Technological independence: Swiftask ensures neutral and secure management of your data, without exposure to third parties.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Performance indicators
| Metric | Before | After |
|---|---|---|
| Reconciliation time | Days/months | Hours/week |
| Error rate | High (manual) | Near zero |
| Team productivity | Data entry | Strategic analysis |
| Financial closing | Frequent delays | On-time delivery |
Take action with invoiced
Eliminate tedious manual entry and ensure accounting accuracy in record time.