01
The £480 traced
Kate asks what Northgate's £480 is for. Centrus reads their open invoices and finds the one that matches.
No payment left unexplained
Centrus chat, with finance
KLKate LoweFinance
Today
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finance
This week's payments, matched to invoices.
Ask which of your field service customers paid this week and Centrus reads the AR payments in Sage Intacct, lists each against the invoices it cleared and shows anything not yet allocated. A payment it can't place is traced to their open invoices, and they can be asked to confirm from the accounts inbox. Nothing in Sage Intacct changes.
Centrus chat, with finance
KLKate LoweFinance
Today
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- who asks
- Finance
- works with
Sage Intacct- how it runs
- Asked in chat, on WhatsApp or in Teams.
how it runs
Behind the week's payments.
Kate checked the week's payments at 16:10 on Fri 02/10. This is how the £480 was traced, and what arrives every Friday after.
01
The £480 traced
Kate asks what Northgate's £480 is for. Centrus reads their open invoices and finds the one that matches.
No payment left unexplained
Works with Sage Intacct02
Northgate asked to confirm
On Teams, Kate asks for Paul Grant to confirm it. The email goes from the accounts inbox.
Confirmed before it's allocated
Works with Teams, Outlook, Gmail03
Every Friday at 16:00
Kate saves it as an agent in Agent Builder. From Fri 09/10 the week's payments arrive as a workbook at 16:00.
In the inbox every Friday
Works with Sage Intacct, Excel, Google Sheets, Outlook, Gmail
Centrus chat, with finance
KLKate LoweFinance
Today
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01 / 03
01 / 03
before and after
The same week's payments, two ways.
Kate's check at 16:10 on Fri 02/10: 4 payments, £7,720, with Northgate Offices' £480 unallocated.
The report
Without Centrus: Run in Sage Intacct and exported to a sheet
With Centrus: Asked in chat, the AR payments read from Sage Intacct
Each payment
Without Centrus: Ticked off against the invoices by hand
With Centrus: Listed against the invoices it cleared
The £480
Without Centrus: Found at month end, still unallocated
With Centrus: Traced to INV-2254 the same afternoon
Northgate
Without Centrus: Rung when someone has a spare minute
With Centrus: Emailed from the accounts inbox to confirm
keep going
More in finance and cash flow.
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Centrus AI
in the 30 minutes
- 01We start with how your operation actually runs, on the desk and in the field.
- 02We show "Payments received this week in Sage Intacct" on a setup that matches yours.
- 03We pick out the admin that should run itself first.
Book 30 minutes. Bring a real question.
Ask this every week, or need something that isn't on the list? Bring the question the way your team would put it, and we will show it on a setup like yours. You leave with a plan.
30 minutes / UK team / No lock-inOr see pricing