Cash-App Assist (MVP)
Last Updated: 2025-12-02 10:22 UTC
Personas: Controller / A/R Manager / A/R Operator / Billing Admin
What you'll learn
- Automate cash application using Stripe and remittance uploads.
- Review and allocate payments efficiently.
- Handle short-pay scenarios that may trigger disputes.
Step-by-step
- Enable Stripe autoposting.
- In Admin → Connectors, toggle Cash-App Assist to ingest Stripe payment events and auto-match them to invoices using invoice numbers and amounts.
- Confirm the matching confidence threshold (default 90%) and adjust if you have many partial payments.
- Process PDF remittances.
- Upload remittance PDFs from customers who pay via ACH batches. Plixo extracts invoice references and proposes allocations.
- Validate or correct matches in the review pane; accepted allocations post immediately.
- Allocate unmatched payments.
- The Unapplied Cash tab lists payments without a confident match. Search by customer, amount, or memo to identify the right invoice.
- Split payments across multiple invoices when necessary and add notes for audit.
- Escalate short-pays to disputes.
- If a payment is short, Plixo prompts you to either accept the variance, create a promise for the remainder, or open a dispute.
- Selecting dispute pushes the invoice into the Disputes workflow with the remittance attached as evidence.
Success checks
- 80%+ of Stripe payments auto-match without manual review.
- Remittance uploads are processed within one business day.
- Short-pays are either resolved via promises or escalated with supporting documentation.
Common pitfalls
- Leaving unmatched payments idle. Review the Unapplied Cash tab daily to prevent aging delays.
- Ignoring low-confidence matches. Adjust the threshold or provide feedback so the model improves.
- Forgetting to attach remittances. Keep evidence linked to invoices for downstream audits.