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Presented at BLUEPRINT 4D 2024: Cash is King! Transforming Cash Flow Through Automatic Receipts Processing

Presented at BLUEPRINT 4D 2024
Session ID: P-037876

Nearly every organization today utilizes some form of payment processor. If your company is in line with many others: you may currently be manually matching transactions to apply customer payments to their corresponding invoices. This method is time consuming and susceptible to errors.Utilizing APIs and Orchestrations: we will demonstrate how one company successfully automated and streamlined its credit card transaction processing. This refined approach: which involves the automatic matching of invoices with cash receipts: goes beyond time savings—it significantly enhances efficiency and accuracy in transaction processing. In the end: this contributes to an elevated cash flow and overall improved financial management.

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