Business · FINANCE
Reconcile an invoice against a purchase reference for a SaaS company
faster cash application
- Business problem
- Customers of a SaaS company cannot reliably reconcile an invoice against a purchase reference because guidance and ownership are fragmented.
- Trigger
- A customer contacts the SaaS company through an enabled service channel with this intent.
- Customer intent
- reconcile an invoice against a purchase reference
- AI action
- collect the reference and explain the approved billing record
- Human escalation
- Escalate when outside policy, protected data is required, or the customer asks for a human.
- Required knowledge
- SaaS company catalog and service policy, current operating hours and escalation policy
- Channels
- WHATSAPP, TELEGRAM, WEB_CHAT, EMAIL
- Integrations
- knowledge base, conversation inbox, ticket or workflow record