REVENUE LEAKAGE USE CASE
Investigate Payment Reconciliation Discrepancies
A ledger can show an outstanding amount even when cash has already arrived, or it can hide money that was applied incorrectly. Revenue Recovery AI helps teams review the records around a discrepancy before treating the difference as collectible revenue.
Reconciliation problems can imitate revenue leakage
Payments can be posted to the wrong invoice, recorded in a different period, split across transactions, duplicated, reversed, or left unapplied. Bank timing and accounting exports can also create temporary differences. Because these situations can make a customer appear past due when they are not, reconciliation should precede outreach. The goal is to explain the balance, not simply flag a difference.
Follow the payment from receipt to application
Review invoices, payment ledger entries, bank or processor records, remittance advice, credits, refunds, and account statements. The case should establish whether money was received, where it was applied, and what balance remains after legitimate adjustments. Revenue Recovery AI can organize stored evidence, but users must resolve uncertain matches before contacting a counterparty.
Use reconciliation results to choose the right action
If the discrepancy resolves to a valid unpaid balance, the user can continue through the recovery workflow. If the records show an unapplied or misapplied payment, the correct action may be an internal accounting correction rather than customer outreach. The platform should preserve that distinction and never turn every reconciliation difference into a payment demand.
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HUMAN-CONTROLLED RECOVERY
Review the evidence before taking recovery action.
Revenue Recovery AI helps organize findings and source records; it does not guarantee payment or replace legal or accounting review.