How does remittance matching work?

PreSorted reads the remittance, matches invoices in Xero, and prepares the reconciliation steps so your team reviews a finished pack instead of building one line by line.

What about sensitive collections and overdue accounts?

Sensitive long-term clients are escalated with recommendation and history — PreSorted never sends a hard collections tone without a human decision.

Which finance systems does it connect to?

Common connections include Xero, bank feeds, CRM, and project systems, with Atlas holding your fee schedules, GST rules, and contract terms.

Does it replace our bookkeepers or AR team?

It removes the scavenger hunt across email, Xero, and the contract before each reply — not the judgment on write-offs, plans, or client relationships.

How does remittance matching work?

PreSorted reads the remittance, matches invoices in Xero, and prepares the reconciliation steps so your team reviews a finished pack instead of building one line by line.

What about sensitive collections and overdue accounts?

Sensitive long-term clients are escalated with recommendation and history — PreSorted never sends a hard collections tone without a human decision.

Which finance systems does it connect to?

Common connections include Xero, bank feeds, CRM, and project systems, with Atlas holding your fee schedules, GST rules, and contract terms.

Does it replace our bookkeepers or AR team?

It removes the scavenger hunt across email, Xero, and the contract before each reply — not the judgment on write-offs, plans, or client relationships.

Industries / Construction E-Commerce Finance Healthcare Insurance Law Firms Logistics Mortgage Real Estate SaaS Travel

PreSorted for Finance & Accounting

Your inbox is a ledger. PreSorted reconciles it .

Remittances, disputed fees, GST corrections, sensitive collections. PreSorted reads each message, matches it against Xero and the contract, prepares the credit note or corrected invoice - and gates every dollar behind your approval.

See email cases Talk to sales

This morning's inbox - classified 2 ready to send 2 needs review 1 gated

5 Of 5 Prepared

Payment made - REF 9988BANK - please confirm receipt

32 min 1 min

Remittance Low Risk Approve

Invoice INV-5512 - we dispute the late fee

37 min 1 min

Fee Dispute Medium Risk Review

Invoice INV-6001 - GST error

39 min 1 min

GST Correction Medium Risk Review

Invoice INV-4211 - we are aware it is overdue

31 min + 2 hr 45 sec

Sensitive Collections High Risk Gated

Duplicate invoice - INV-5901 and INV-5902

27 min 1 min

Duplicate Check Low Risk Approve

The Finance Inbox Problem

Every email touches the ledger.

Remittances, disputes, corrections, collections - each one is bookkeeping, contract law, and relationship management at once.

30 min avg per email

Money in every message

Fees, credits, corrections - each reply either moves money or defends it, and both need evidence.

Manual matching, manual errors

A three-invoice remittance means three separate Xero lookups - and a note to check the bank feed later.

Compliance-sensitive corrections

GST on exports, BAS implications - errors in either direction create audit risk.

Collections is relationship work

A 5-year client with a cash-flow problem deserves warmth and structure - the wrong tone loses them.

A remittance covering three invoices takes 32 minutes to match by hand. PreSorted matches it to the cent in 25 seconds - and never forgets to check the bank feed.

How PreSorted Fits Finance

Core + Atlas + Hub for the accounts desk.

From remittance to reconciliation - every email pattern a finance team sees, covered.

PreSorted
Core

Patterns for remittances, disputes, corrections, collections; payment plans route to Finance Manager approval.

PreSorted
Atlas

Contract terms, grace periods, tax rules - checked before any credit, void, or reissue.

PreSorted
Hub

xero invoices, credits & bank feed crm account history projects cross-checks

Finance Email Cases

Five real finance emails, handled end to end.

Expand each case to see what PreSorted reads, checks, drafts, and proposes - and where your team decides.

1 Read

$22 400 ref 9988BANK May 11th invoices INV-4401 / 4402 / 4403

2 Reason

Xero: all three retrieved at once - $9,200 + $7,800 + $5,400 = $22,40… Bank feed: payment cleared - all three eligible to mark paid

3 Draft

“ “All three invoices have been marked as paid. Your account balance is $0.00. ”

Confirmation with the full match table "

4 Propose

Xero: mark 3 invoices paid + reconcile the bank transaction CRM: account updated

Approve

32 minutes of matching done in 25 seconds, zero errors.

Review Trace Edit Draft Approve & Send Escalate

The Finance Inbox Problem

Every email touches the ledger.

Remittances, disputes, corrections, collections - each one is bookkeeping, contract law, and relationship management at once.

30 → 0.5

Minutes per email

Average manual handling of 30 minutes per email, prepared by PreSorted in under 30 seconds.

Matching errors

Multi-invoice remittances matched to the cent, bank feed checked every time.

100%

Money gated

Every void, credit, and reissue approved by a human before the ledger changes.

Consistent collections voice

Sensitive accounts get the same warm, structured tone - no matter who's on shift.

Timing based on the PreSorted finance workflow library - real email workflows, before and after.

The Finance Inbox Problem

Every email touches the ledger.

Remittances, disputes, corrections, collections - each one is bookkeeping, contract law, and relationship management at once.

Xero Bk Bank feed Cr CRM Pj Project system

PreSorted Atlas ＋ ERP / MYOB on request

FAQ

Before you decide.

Straight answers for finance teams on ledger changes, collections, and control.

No. Anything that moves money or changes the ledger — credit notes, voids, payment plans — stays gated until finance approves with the full context attached.

PreSorted for Finance & Accounting

Answered like an accountant. At the speed of email.

Every remittance matched, every correction cited, every dollar gated - and the sensitive accounts handled with care.

Book a finance walkthrough Explore Platform

Enterprise ready · SOC 2 · 50+ connectors

Your inbox is a ledger. PreSorted reconciles it .

Every email touches the ledger.

Money in every message

Manual matching, manual errors

Compliance-sensitive corrections

Collections is relationship work

Core + Atlas + Hub for the accounts desk.

Five real finance emails, handled end to end.

Payment made REF 9988BANK — please confirm receipt Low Risk

Invoice INV-5512 we dispute the late fee Medium Risk

Invoice INV-6001 GST error Medium Risk

Invoice INV-4211 we are aware it is overdue High Risk

Duplicate invoice INV-5901 and INV-5902 Low Risk

Every email touches the ledger.

Minutes per email

Matching errors

Money gated

Consistent collections voice

Every email touches the ledger.

Before you decide.

Can PreSorted post credit notes or voids without sign-off?

How does remittance matching work?

What about sensitive collections and overdue accounts?

Which finance systems does it connect to?

Does it replace our bookkeepers or AR team?

Answered like an accountant. At the speed of email.