Reconciliation

Automate accounts receivable reconciliation

Accounts receivable reconciliation confirms that every customer payment recorded in your AR ledger matches payments actually received — and that no invoices are outstanding, unapplied, or short-paid without your knowledge. Rima automates this entirely. Send your AR ledger and customer payment data via Slack or email and get back a completed, audit-ready Excel reconciliation.

How it works

01

Send your AR ledger and customer payment data

Drop your AR ledger export, customer invoices, remittance advices, and bank deposit files into your Rima Slack channel or email them directly.

02

Rima matches payments and flags exceptions

Rima cross-references every invoice against payments received, identifies unapplied cash, short payments, and overdue balances — and surfaces them with full context.

03

Review your completed AR reconciliation in Excel

Rima delivers the finished reconciliation into your Excel template — matched items, exceptions, and a full audit trail — ready for sign-off.

Available in your Slack workspace
Available via Email

What Rima handles

Every aspect of AR reconciliation, automated

Invoice to payment matching

Match every customer payment against the corresponding invoice in your AR ledger.

Unapplied cash identification

Surface payments received that haven't been applied to an invoice.

Short payment detection

Flag customer payments that don't fully cover the invoiced amount.

Overdue invoice tracking

Identify invoices past their due date that remain unpaid or partially paid.

Remittance advice reconciliation

Match customer remittance advices against your AR records and bank deposits.

Multi-customer batch reconciliation

Reconcile AR across multiple customers in a single request with per-customer breakdowns.

What you get

Fully managed. Always audit-ready.

3-hour SLA

Every AR reconciliation is completed within 3 hours, 24/7.

Full audit trail

Every matched payment is traced back to its source document.

Your Excel template

Results land in your existing template — no reformatting required.

No setup required

Rima deploys and manages the agent — you just send your files.

FAQ

Common questions about AR reconciliation automation

What is accounts receivable reconciliation?

Accounts receivable reconciliation is the process of verifying that the amounts recorded in your AR ledger match payments actually received from customers — by cross-referencing customer invoices, remittances, and bank deposits. It ensures your AR balance is accurate and identifies overdue balances, short payments, and unapplied cash.

How does Rima automate AR reconciliation?

You send your AR ledger export, customer invoices, and remittance data to Rima via Slack or email. Rima cross-references every invoice against payments received, flags unmatched items and short payments, and delivers a completed reconciliation back in your Excel template with a full audit trail.

Can Rima identify overdue and unapplied payments in AR?

Yes. Rima flags unapplied cash, short payments, overdue invoices, and unmatched remittances as part of the reconciliation output — so your team can follow up quickly without manually hunting for discrepancies.

What file formats does Rima accept for AR reconciliation?

Rima accepts AR ledger exports, customer remittance advices (PDF or CSV), bank deposit files, and ERP exports from systems such as QuickBooks, Xero, NetSuite, Sage, and others.

How long does AR reconciliation take with Rima?

Rima completes every AR reconciliation within a 3-hour SLA, 24 hours a day, 7 days a week.

Part of Reconciliation

AR reconciliation is one of many reconciliation types Rima automates.

See all reconciliation types

Ready to automate your AR reconciliation?

Send your first AR reconciliation to Rima and get back a completed, audit-ready Excel file.