Job Invoice Payment Reconciler
A finance-ops agent for field service and construction teams running both an accounting system and a job management system. It pulls the latest bank statement, finds matching open invoices using fuzzy logic (invoice number first, then PO, then amount + customer, then amount alone), auto-applies receipts in the job management system when confidence is at or above 95%, flags the rest for human review, and emails a full reconciliation report each morning.
Agent snapshot
Built for home services work, not a generic template.
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template use
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catalog view
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integrations used
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labels matched
Sample input
Build an agent to job Invoice Payment Reconciler. Use Google Sheets and ServiceTitan. Focus on finance. Return a ready-to-review result after each run.
Sample output
Daily, ingests your bank statement, matches deposits to open job invoices via a number→PO→amount+customer cascade, auto-receipts confident matches in your job system, and emails a reconciliation report.
Workflow brief
Where Job Invoice Payment Reconciler fits in a home services automation system
Job Invoice Payment Reconciler is designed for a specific recurring job: a finance-ops agent for field service and construction teams running both an accounting system and a job management system. It pulls the latest bank statement, finds matching open invoices using fuzzy logic (invoice number first, then PO, then amount + customer, then amount alone), auto-applies receipts in the job management system when confidence is at or above 95%, flags the rest for human review, and emails a full reconciliation report each morning. The agent page keeps the workflow concrete by showing the connected apps, the input a team can give Twin, and the output the run is expected to produce.
A team can start from this public template, adjust the instructions, connect the relevant accounts, and schedule the agent once the review path is clear. That makes it useful for repeatable work where the same research, update, summary, or follow-up needs to happen again.
In this setup Twin uses Google Sheets and ServiceTitan as source systems, action targets, or reporting destinations. The agent can combine those tools with browser automation and API calls when the workflow crosses systems.
What this agent automates
This run includes 7 concrete steps from the published agent data.
On schedule, fetch new bank statement rows from the configured source for the lookback window
Pull open / partially-paid invoices from the accounting and job management systems
For each unprocessed deposit, run the matching cascade and assign a confidence score
Auto-receipt high-confidence matches in the job management system and reconcile in accounting
Queue low-confidence / ambiguous / unmatched rows into an exception table with candidate suggestions
Record processed transaction IDs in the agent database to prevent duplicates
Integrations used
Job Invoice Payment Reconciler connects Google Sheets and ServiceTitan.
Google Sheets
Connected in this agent
ServiceTitan
Connected in this agent
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Plans start at €20/mo