The bank or the client sent a payment notification email. Nobody should retype it.
Track
Money in
Phase
Read the evidence
Starts with
Payment email received
Ends with
Match confirmed
Payment emails reach the lodge's SettleWise inbox. SettleWise reads them and suggests the client and invoices.
A payment email reaches the SettleWise inbox.
Attachments such as transfer receipts are kept as evidence.
The finance team gets a Payment Received alert.
This is the key moment of the journey: a person decides. This is the key moment of the journey.
From here it follows the normal validation.
Automates emails, matching, reminders, and sync.
Owns money movement, registers, and reconciliation.
A Matched payment with the original email as evidence and a confidence level.
Why: Confirm or correct the suggestion.
SettleWise reads the email; a person confirms the money.