• MATCHED
  • PARTIAL
  • ERROR
  • REVIEW

How to reconcile payments and invoices with your AI

Connect HighRadius to your AI client once. From there, your agent handles the heavy lifting of matching transactions to your ledger.

Ask AI about this page

Short answer

How can I use AI to match payments to invoices?

Your agent pulls payment and invoice data to find matches and close out balances. It flags any mismatches or partial payments that need your attention. You get a clear view of your settled and outstanding accounts.

The results of reconciliation.

Where your data lands.

The AI processes the incoming data and sorts everything into these categories.

MATCHED

Closed balances

The AI finds a perfect match between a payment and an invoice. These records are marked as settled.

PARTIAL

Unresolved amounts

The AI identifies when a payment doesn't cover the full invoice. You'll see exactly what is still owed.

ERROR

Data mismatches

The AI flags payments that don't align with any known invoice. These require a human to investigate the source.

REVIEW

Human intervention

Complex discrepancies that the AI cannot resolve are sent to you. You decide how to handle these edge cases.

The workflow

What your AI does when the data arrives.

The AI follows a logical sequence to ensure every dollar is accounted for.

  1. Fetch payment data

    The agent pulls recent transaction details from your HighRadius account.

    get_payment

  2. Retrieve outstanding invoices

    The AI looks up the specific invoices that need to be cleared.

    get_invoice

  3. Execute the match

    The agent compares the amounts and reference numbers to pair them up.

    reconcile_payment

  4. Report discrepancies

    The AI summarizes what was matched and what remains open for your review.

    get_paymentget_invoice

Try it

Copy these to start.

Use these prompts to kick off the reconciliation process.

Starting points

Replace the bracketed text with your specific account details or invoice numbers.

HighRadius Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_l74676l59r3WqoPDJyxLDhuQdJF4iKLBmiYw4nHk/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 — HighRadius capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "highradius-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_l74676l59r3WqoPDJyxLDhuQdJF4iKLBmiYw4nHk/mcp"
    }
  }
}
Copy into chat04

  • Reconcile all payments from the last 24 hours in HighRadius.

  • Check if payment ID 9982 matches invoice INV-445.

  • List all unmatched payments currently sitting in my HighRadius account.

  • Find the invoice for the $500 payment received this morning.

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

Start here

Connect HighRadius once, then ask.

Just link your account once. Your credentials stay encrypted, and you can immediately start asking your AI to handle your reconciliation tasks.

Connect HighRadius to your AI

FAQ

How this task behaves.

  • 01

    Can the AI change my invoice amounts?

    No. The AI only reads invoice data and matches payments to existing records. It cannot edit the original invoice amounts.

  • 02

    Does the AI automatically delete old invoices?

    No. The AI only reconciles balances. It does not have the capability to delete or remove any records from HighRadius.

  • 03

    What happens if a payment is for the wrong amount?

    The AI will flag it as a partial payment or a mismatch. It won't force a match that doesn't balance.

  • 04

    Can I use this with Claude?

    Yes, as long as you are using an MCP-compatible client like Claude Desktop.

  • 05

    Do I need to manually enter payment IDs?

    No. You can ask the AI to find the payments for you using the available tools.

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

Connect HighRadius to Claude, Cursor, ChatGPT & more