Order to Cash

600 orders keyed clean per shift

Coasty runs the order-to-cash cycle inside the systems you already have. It reads incoming orders and remittances (from email, PDFs, portals, or spreadsheets), keys the order into your ERP or order-management screens by sight, raises the invoice, and then matches incoming payments against open receivables and applies the cash. It works with no API and no connector, so it fits ERPs, billing portals, and bank interfaces that were never built to integrate. Every field it enters is read back for confirmation, short pays and unmatched remittances are flagged instead of forced, and any write above your threshold or outside tolerance waits for a human to approve.

600orders keyed per shift

How it works

  1. 01

    Hand it the inbox and systems

    Point Coasty at where orders and remittances arrive and at the order, billing, and receivables screens you already use. Set your matching tolerances and approval thresholds.

  2. 02

    Orders are read and keyed

    The agent extracts line items, quantities, prices, and customer details from unstructured orders, then enters them into your order-management or ERP screens and reads each field back to confirm accuracy.

  3. 03

    Invoices are raised

    Coasty generates the invoice in your billing system against the order, checking totals, tax, and terms on screen before posting.

  4. 04

    Cash is applied and mismatches flagged

    Incoming payments are matched to open receivables from the remittance detail and applied. Short pays, overpayments, and unmatched items are set aside with a clear reason for a human to review.

What you get

Orders extracted from email, PDFs, or portals and keyed into your ERP
Invoices raised in your billing system with totals and tax verified on screen
Payments matched to open receivables and cash applied against remittances
Short pays, overpayments, and unmatched remittances flagged with a reason
On-screen verification of every entry and an audit trail of every action
Writes above your threshold or outside tolerance paused for human approval

Try it yourself

Example prompt

Work our order-to-cash backlog. Read today's incoming orders from the shared inbox, key each one into our ERP, raise the invoice, then match this morning's bank remittances to open invoices and apply the cash. Flag any short pay or remittance you cannot match, and ask me before applying anything over 25,000.

Common questions

Ready to get started?

600orders keyed per shift
Order to Cash - Coasty AI Agent