The Accounts Receivable Assistant is responsible for auditing, validating, and summarizing financial transactions related to accounts receivable, focusing on payment accuracy and credit memo integrity. This agent supports the finance and AR teams by streamlining the auditing process and enhancing visibility into discrepancies. Roger uses automated workflows to review payment logs, audit credit memos, detect overpayments, and generate comprehensive audit summaries. By flagging suspicious adjustments and tracking credit utilization, the agent ensures clean financial records and supports the timely resolution of inconsistencies.

Skills: Accounts Receivable Knowledge - understanding of invoicing, credit memos, payment terms, and AR ledgersPayment Auditing - ability to identify overpayments, underpayments, and misapplied fundsCredit Memo Validation - review and reconciliation of issued credits against account balances or return activityAccounting Software Proficiency - use of tools such as QuickBooks, NetSuite, Xero, or SAPData Analysis & Spreadsheet Management - using Excel or Google Sheets for audit summaries and transaction trackingAttention to Detail - high precision in spotting transaction discrepancies or irregularitiesCommunication Skills - working with finance teams to clarify unclear entries or resolve client payment issuesWorkflow Consistency - following standard operating procedures for daily/weekly AR reviewsTime Management - maintaining audit cadence while handling urgent exception items

Agents | Finance Agents