Messy remittances
Customers send remits in every format. One payment hits multiple invoices. Short pays and deductions need a human eye.
Cash Application Match Pilot
Match payments to invoices. Free your AR team.
Paired runs a fixed-price, 4–6 week pilot that uses AI to match incoming customer payments and remittances to open invoices—alongside the ERP you already use. Your team only reviews the exceptions.
Built for mid-market manufacturers, distributors & logistics · $50M–$1B
The problem
Cash application still eats the day
Mid-market finance teams live in the gap between bank deposits and open invoices. Remittances arrive as PDFs, emails, portals, and partial pays—while unapplied cash sits and AR staff grind through matches by hand.
Hours lost to matching
AR talent spends the morning hunting invoice numbers instead of collecting, disputing, or improving customer terms.
Unapplied cash sits
Payments land in suspense. Aging reports look worse than reality. Controllers can’t close cleanly until someone clears the pile.
How it works
Results alongside your ERP—not another system
No rip-and-replace. Paired works with NetSuite, SAP, Epicor, QuickBooks, and similar systems your team already knows.
1
Connect the flow
We pull open invoices and incoming payments/remittances from the sources you already use—bank files, lockbox, email, portals—next to your ERP.
2
AI proposes matches
Models pair payments to invoices across amount, reference, customer, and remittance detail. Clear matches are ready to post; edge cases are flagged.
3
Your team reviews exceptions
AR staff focus on short pays, deductions, and ambiguous remits. Everything else moves without becoming another inbox to babysit.
The Pilot
A fixed-price Cash Application Match Pilot in 4–6 weeks
Scoped, time-boxed, and designed to prove value on your real payment volume—before anyone talks about a longer engagement.
Week 1
Scope & access
Align on ERP, payment channels, and success criteria. Set up secure access to sample invoices, remittances, and recent cash application history.
Weeks 2–3
Build the match pipeline
Configure matching against your invoice and remittance patterns. Tune for multi-invoice payments, partial pays, and the formats your customers actually send.
Weeks 3–5
Run on live volume
Process incoming payments alongside your current process. Your AR team reviews exceptions while we measure match quality and time saved.
Week 5–6
Readout & next step
Review match rate, hours freed, and unapplied cash impact. Decide whether to continue—optionally on a performance-based structure.
Fixed price. You know the cost up front. A performance-based option is available after the pilot if you want outcomes tied to results.
What you measure
Three numbers that matter
The pilot is judged on outcomes your controller and AR lead already care about—not feature checklists.
Match rate
Share of payments auto-matched to the right invoice(s) without manual hunting—so exceptions are the exception.
Hours freed
AR time redirected from routine matching to collections, disputes, and customer follow-up that actually moves cash.
Unapplied cash
Less money stuck in suspense. Cleaner aging. Faster close when deposits and invoices actually line up.
Why Paired
Not another software rollout. Not a six-month consulting project.
Mid-market teams get squeezed between enterprise platforms that take a year to land and agencies that bill forever. Paired is built for the gap.
| Big software | Consultants | Paired | |
|---|---|---|---|
| What you buy | Licenses, modules, implementation | People-hours and decks | A fixed-price pilot with matched cash |
| Time to value | Often months to a year | Depends on the team | 4–6 weeks |
| ERP change | Often requires new workflows | Process redesign, sometimes tools | Works alongside NetSuite, SAP, Epicor, QuickBooks, etc. |
| Who does the work | Your team learns the product | Consultants, then handoff | Paired runs the matching; your team reviews exceptions |
| Pricing shape | Seat / module / ACV | T&M or retainers | Fixed pilot; performance-based option available |
| Workforce impact | Another tool to staff | Temporary capacity | Elevate AR staff—don’t replace them |
Results, not software
You buy matched cash and clearer AR—not another seat license.
Fast & fixed-price
A defined pilot window and a known cost before you start.
Performance option
After the pilot, structure ongoing work around outcomes if you prefer.
Built for mid-market
Sized for $50M–$1B manufacturers, distributors, and logistics—not Fortune 50 IT committees.
FAQ
Common questions
Do we have to replace our ERP?
No. Paired works alongside systems like NetSuite, SAP, Epicor, and QuickBooks. The goal is matched payments in your existing process—not a new platform for your team to learn.
What does the pilot actually include?
A scoped 4–6 week engagement: access and success criteria, a match pipeline tuned to your remittance patterns, live processing with exception review by your AR team, and a readout on match rate, hours freed, and unapplied cash.
Will this replace our AR staff?
No. Paired is built to elevate the workforce, not replace it. Routine matching is automated; your people spend time on exceptions, collections, and higher-value customer work.
What payment and remittance types can you handle?
Typical mid-market flows: ACH, wires, checks/lockbox, multi-invoice remittances, partial pays, and remits that arrive as PDFs, email, or portal exports. We scope the exact channels in week one.
How is pricing structured?
The pilot is fixed-price so you know the investment up front. After the pilot, a performance-based option is available if you want ongoing work tied more closely to results.
Who is Paired for?
Mid-market manufacturers, distributors, and logistics companies roughly in the $50M–$1B range with meaningful AR volume and a lean finance team.
Who do we talk to?
Gannon Davis, founder of Paired. Book a 15-minute call to see if a Cash Application Match Pilot fits your team.
See if a Match Pilot fits your AR team
Fifteen minutes with Gannon Davis. We’ll talk volume, ERP, and whether a fixed-price pilot makes sense—no deck marathon required.
Booking link coming soon · For now, email works best