Clear unmatched checks and money orders from cash suspense the same day: let an agent read remittance images, search accounts in priority order, confirm amount patterns, and post only when the match clears your rules: AI agent prompt
Ashling's Nov 4, 2026 case study describes a North American security services company preparing to clear about 4,000 unmatched payments a month from cash suspense the same business day they arrive. UiPath robots pull check and money order images; a Google Gemini agent investigates invoice and account numbers, names, addresses, and serial numbers, checks the amount against the customer balance and six months of payment history, and can split one check across accounts. Valid matches post automatically; exceptions go to finance with full case notes. The company expects more than 500 hours of manual research back each month, a SOX-ready audit trail via UiPath Maestro, and plans a follow-on outreach agent for payments that still cannot be verified. Figures are the company's expectations as reported by Ashling.
The prompt
Design a same-day cash-application agent for unmatched payments. Volume: [checks/money orders per month], systems: [ERP/billing, bank image store], rules: [amount tolerance, multi-account splits, SOX logging]. Hard rules: never invent an account; never post when confidence is below [threshold]; always attach search steps to exceptions. 1) Write the investigation order (which identifiers to try first). 2) List robot steps vs agent judgment steps. 3) Draft 8 exception types that must go to a person. 4) Propose audit fields Maestro (or your orchestrator) must log. 5) Give a 30-day pilot plan with metrics: same-day post rate, hours saved, false-match rate, exception volume. Do not post a real payment in this chat.
Fill in the blanks, then copy
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Example values are fictional, just to show how a filled-in prompt reads. Replace them with your real details.How to use it
- Copy the prompt above.
- Replace every [bracket] with your own details (use the fill-in-the-blanks box above, which remembers your answers for the next prompt).
- Paste it into Google Gemini Enterprise Agent Platform, UiPath Maestro, UiPath robots and review the answer before you use it.
Works with: Google Gemini Enterprise Agent Platform, UiPath Maestro, UiPath robots, ChatGPT, Claude, your ERP/billing
Real-world example: ashling.ai/resources/security-leader-to-free-500-finance-hours-a-month
Featured in: AI prompts to summarize meetings, notes, documents and reports
Before you use it: what to check
Already built into this prompt
- Do not post a real payment in this chat.
Check yourself
- Check every figure, price and total against your own records before anything is sent, posted or booked. A person approves refunds, discounts, payments and price changes.
- Remove names, contact details, account numbers and other personal data the task doesn't need before you paste, and check your AI tool's data and training settings.
- Read and edit the draft before it reaches a customer or goes public. If you later automate this prompt, start with "draft and notify me", not "send automatically".
- Check names, dates, numbers and any claim against your own source material before you use the answer. AI can misread or invent details.
Using an AI agent? Download this prompt as a SKILL.md agent skill with these checks built in, or get the .zip for Claude.ai. How to install skills.
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