Does it post payments in my accounting software?

No. It never posts payments, amends invoices, issues refunds or changes a balance. A bookkeeper checks each proposal, and an authorized person posts it.

Will it match a payment just because the amount fits?

No. An equal amount or a nearby date isn’t enough evidence. It doesn’t match across customers or currencies, and it doesn’t try combinations of amounts to find a best fit.

Does it work with QuickBooks?

The n8n guide reads invoices and payments from QuickBooks Online, plus one Gmail message and one Google Drive evidence file. The ChatGPT and Claude guides work from extracts you paste, or attach as CSV or XLSX files in Claude.

Does it send reminders to customers?

No. It can draft a neutral question about a payment, but nothing is sent. In n8n the reminder stays on hold until your bookkeeper decides.

Which plan do I need?

Claude works on any plan, including Free. ChatGPT Work on the web needs Plus, Pro, Business, Enterprise or Edu. The n8n guide needs n8n Cloud or your own n8n server, QuickBooks Online developer access and Anthropic API billing.

Payment Match Reviewer

Review payment-to-invoice matches

Payment Match Reviewer is an AI agent you set up in the ChatGPT, Claude or n8n you already use. It proposes which invoices each payment covers, shows the evidence and the sums, and lists every gap or conflict for your bookkeeper, without posting anything.

Pick your AI for the steps and the prompt

About each AI:ChatGPT Workn8nClaude app

Checked 29 Oct 2026. Not run by JuicyAgents yet. Written from each AI’s official docs; the example is illustrative.

Payment Match Reviewer · reply in the chat

1 split proposed, 1 payment unresolved

P1EUR 60 to I1 and EUR 40 to I2, under remittance R1Proposal
Check60 + 40 = 100, remainder 0
P2Customer and invoice reference missingUnresolved
I3Same EUR 60 balance, but another customer, so not proposed
LedgerNothing posted or sent

Illustrative example: two fictional payments as of 8 October 2026. P1, EUR 100 from customer C1, comes with a remittance naming invoices I1 and I2; P2, EUR 60, has no customer or invoice reference.

How it works

What it does for you, and what it leaves to you.

Bookkeeping and accounts-receivable staff investigate payments that do not clearly identify their invoices. Lump payments and incomplete records create uncertainty about what remains unpaid.

Choose the manual text guide for a small payment-review packet, or the connected n8n guide for an invoice case using QuickBooks Online, Gmail and Drive. Both prepare proposals for a bookkeeper. Use native accounting matching and ordinary reminders when sufficient; unclear historical records may need an accountant. No accuracy, recovery or time-saving claim has been established.

You stay in charge. The bookkeeper verifies source identity, balances and every calculation in the accounting system. An authorized person decides and posts allocations, adjustments or corrections. For connected cases, recheck the live balance before any manually approved message and record the outcome; a ledger payment is not proof of bank clearance.

You get

Proposed allocations, remaining differences and questions for the bookkeeper
For n8n: case classification, reminder hold, draft next action and internal review history

It never

Post payments, amend invoices, issue refunds or change a balance
Match on an equal amount or a nearby date alone
Invent fees, exchange rates, discounts or write-offs
Send a reminder or a question to a customer

The review it prepares

The example above, in words.

P1: propose EUR 60 to I1 and EUR 40 to I2 under remittance R1, for verification: 60 + 40 = 100, remainder 0. P2 stays unresolved: invoice I3 of another customer, C2, has the same EUR 60 balance, but an equal amount is not evidence. A neutral question asks for P2's customer and invoice reference. Nothing is sent or posted.

Settings

The setup prompt starts with the defaults, marked here.

Review order

Choose how the assistant organizes the result; evidence and review rules stay the same.

Exceptions first (default)
Payment order

Your working rules

Your approved matching rules and source dates. Remove bank account numbers, credentials and unnecessary payer details.

Optional. Empty unless you fill it in.

Buy instead

Ready-made products that do a similar job, if you would rather pay for one.

Questions people ask

Does it post payments in my accounting software?: No. It never posts payments, amends invoices, issues refunds or changes a balance. A bookkeeper checks each proposal, and an authorized person posts it.
Will it match a payment just because the amount fits?: No. An equal amount or a nearby date isn’t enough evidence. It doesn’t match across customers or currencies, and it doesn’t try combinations of amounts to find a best fit.
Does it work with QuickBooks?: The n8n guide reads invoices and payments from QuickBooks Online, plus one Gmail message and one Google Drive evidence file. The ChatGPT and Claude guides work from extracts you paste, or attach as CSV or XLSX files in Claude.
Does it send reminders to customers?: No. It can draft a neutral question about a payment, but nothing is sent. In n8n the reminder stays on hold until your bookkeeper decides.
Which plan do I need?: Claude works on any plan, including Free. ChatGPT Work on the web needs Plus, Pro, Business, Enterprise or Edu. The n8n guide needs n8n Cloud or your own n8n server, QuickBooks Online developer access and Anthropic API billing.

Have us set it up

Rather not set it up yourself?

We set up Payment Match Reviewer in your own accounts and the AI you already pay for, test it on your real work, and hand it over with a short walkthrough.

From $299

Runs in your accounts; you own everything
Tested before handover
Money back if we can’t make it work

Request a setup