Phase 1 · SyteLine remains the system of record
One workspace for the AR team to prepare every payment allocation.
Replace bank portals, spreadsheets and email threads with a single controlled workflow. AR Co-pilot prepares and validates the work; your team still posts the final allocation in SyteLine.
Open the workspaceManual imports, controlled
Bank statements, the customer master and open documents from SyteLine — with column mapping, preview and duplicate fingerprinting.
Match, allocate, balance
Deterministic and fuzzy customer matching with scored reasons, then a split-screen allocation that must balance to zero.
Approve and export
Manager approval, configurable CSV/Excel export for SyteLine entry, and an immutable audit trail of every change.