• MATCHED
  • MISMATCH
  • MISSING
  • HUMAN

How to reconcile settlement batches with your AI

Connect Authorize.net to your AI client once. From then on, your agent handles the heavy lifting of pulling transaction data and batch totals for your audits.

Ask AI about this page

Short answer

How do I reconcile settlement batches with my AI?

Your AI pulls specific batch lists and transaction records from Authorize.net to compare against your internal records. It identifies mismatches between settled amounts and individual transaction totals. You get a clear view of your revenue accuracy.

Where every issue lands.

Audit outcomes

The AI organizes your payment data into these specific categories.

MATCHED

Verified revenue

The AI confirms that batch totals match the sum of individual transactions. You get a clean report of successful reconciliations.

MISMATCH

Discrepancy alerts

When batch totals don't align with transaction sums, the AI flags the specific batch. You'll see exactly where the numbers drift.

MISSING

Unaccounted transactions

The AI finds transactions that appear in your logs but aren't in the Authorize.net settlement. This highlights potential processing gaps.

HUMAN

Manual review needed

For complex errors or disputed amounts, the AI presents the raw data. You decide how to handle these edge cases in your accounting software.

The workflow

What your AI does when the data arrives.

The AI acts as a bridge between your payment gateway and your audit workspace.

  1. Fetch batch data

    The AI pulls a list of all settled batches within your chosen timeframe.

    get_settled_batch_list

  2. Analyze batch totals

    It examines the specific financial statistics for each batch to establish a baseline.

    get_batch_statistics

  3. Pull transaction details

    The AI retrieves the individual transaction records that make up those batches.

    get_transaction_list

  4. Identify gaps

    It compares the batch statistics against the transaction list to find missing or mismatched entries.

    get_batch_statisticsget_transaction_list

Try it

Copy these to start.

Use these prompts to kick off your audit.

Starting points

Swap out the dates or batch IDs for your actual data.

Authorize.net Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_MamRDDkfslnklDShz5M3bFOVf2xYtjSsJtkFmyyC/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Authorize.net capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "authorizenet-1-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_MamRDDkfslnklDShz5M3bFOVf2xYtjSsJtkFmyyC/mcp"
    }
  }
}
Copy into chat04

  • Get a list of all settled batches from Authorize.net for last week.

  • Compare the statistics for batch ID 12345 with its individual transactions.

  • Show me all transactions from yesterday that aren't part of a settled batch.

  • Summarize the total settled amount for all batches in October.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Authorize.net once, then ask.

Just follow the link to authorize the connection. Your credentials stay encrypted, and you can start asking questions immediately.

Connect Authorize.net to your AI

FAQ

How this task behaves

  • 01

    Can the AI change my settlement settings in Authorize.net?

    No. The AI can only read batch and transaction data. It cannot modify your payment settings or move money.

  • 02

    Can the AI delete transactions if it finds an error?

    No. The AI is read-only. It identifies errors for you to fix manually in your gateway or accounting tool.

  • 03

    How does the AI know which transactions belong to which batch?

    It uses the batch IDs and transaction lists provided by the gateway to map them together.

  • 04

    Does this work with any AI client?

    It works with any MCP-compatible client like Claude, Cursor, or Windsurf.

  • 05

    Can I audit specific transaction amounts?

    Yes. You can ask the AI to pull specific transaction lists to verify individual amounts against your records.

  • More questions about Authorize.net? The Connector page answers them. See everything the Authorize.net Connector can do

Connect Authorize.net to Claude, Cursor, ChatGPT & more