Automation

finance

Jobs against payments, the gaps in one sheet.

For a UK field service team, an agent takes a month's jobs from BigChange and the payments from Xero, matches them on invoice number and writes every line that doesn't match to an Excel sheet: unpaid, short paid or unallocated. Finance runs it when they need the gaps, and a short payment can be queried from the accounts inbox.

Book a demoSee how it runs
who asks
Finance
how it runs
Built once in Agent Builder, then runs on its own.

how it runs

From one sentence to one sheet.

Describe the match once in Agent Builder, test it on a finished month, then run it whenever finance needs the gaps.

01

Describe it

Say which jobs, which payments and what to match on. Agent Builder plans steps from BigChange and Xero to one Excel sheet.

One sentence, five steps

01 / 03
Book a demoSee the before and afterSee how agents work

before and after

The same reconciliation, two ways.

September's 104 jobs against Xero's payments, run by Kate at 08:40 on Mon 02/11.

  1. The data

    Without Centrus: Two exports pasted side by side in a sheet

    With Centrus: Read from BigChange and Xero in one run

  2. Matching

    Without Centrus: A lookup on invoice number, fixed by hand

    With Centrus: Matched on invoice number, line by line

  3. The £48

    Without Centrus: Lost in the totals and never chased

    With Centrus: On the sheet as short paid, then queried

  4. Harlow's £215

    Without Centrus: Left on account with no invoice against it

    With Centrus: Listed as unallocated for Kate to place

keep going

More in finance and cash flow.

Invoices chased, matched, checked against the contract and sent.

All 31 in finance and cash flow
Centrus AI

in the 30 minutes

  1. 01We start with how your operation actually runs, on the desk and in the field.
  2. 02We show "Jobs matched against Xero payments" on a setup that matches yours.
  3. 03We pick out the admin that should run itself first.

Book 30 minutes. Watch it run once.

Found the agent you need, or doing something that isn't on the list? Bring the job you want handed over, and we will show it on a setup like yours. You leave with a plan.

30 minutes / UK team / No lock-inOr see pricing