Match incoming payments to invoices, escalate the genuinely ambiguous ones to your team, and keep an audit trail for every decision.
Built for usage-based and complex-billing B2B SaaS.
Stripe Billing
Metronome
Orb
Maxio
ChargebeePlus homegrown billing. Payments arrive by ACH, wire, check & lockbox — Gertrude reads the remittance regardless.
A $5,500 payment, and invoices 1301+1302 add up to it — but so do 1303+1304. Most tools pick one and move on.
$3,900 against a $4,200 invoice and nothing in the memo line explaining the gap. Guessing here is how cash gets misapplied.
A single lump sum covering five invoices, under a customer name that's spelled three different ways across your books.
The analyst that knows when to ask.
Auto-applies the clean payments — exact and fuzzy. Reads messy remittances, resolves misspelled names, and splits lump sums across invoices.
When a payment is genuinely ambiguous, Gertrude doesn't guess. She routes it to your team with the candidate matches and her reasoning attached.
Every decision — auto or human — is logged: the amount, the invoice, the confidence, and who approved it. Export the full ledger anytime.
Gertrude is built for usage-based and complex billing and ingests payments from ACH, wire, and check remittance. She connects to your billing platform and ERP so applied cash lands in the right place. Tell us your exact stack on a demo and we'll confirm fit.
It goes to a review queue with the candidate matches, the confidence score, and Gertrude's reasoning — so a person decides in seconds instead of investigating from scratch. Nothing ambiguous is ever silently applied.
Your data is encrypted in transit and at rest, and every action Gertrude takes is logged and attributable. [Add your specific security and compliance posture here once it's in place.]
We start with a sample of your real, messy payments on a demo so you can watch exactly how Gertrude handles your hardest cases — before anything is connected to a live system.
No. She clears the routine matching so your team spends its time on the calls that actually need judgment — the ones Gertrude routes to them, with the work already laid out.
Bring your last 20 hardest-to-apply payments. We'll run them through Gertrude live.
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