Bookkeepers waste significant time manually splitting and applying lump-sum deposits from clients spanning multiple invoices and customers, with matching errors causing paid invoices to revert to outstanding status.

Workarounds Described

• manually splitting lump-sum deposit and applying each portion to right invoice
• digging into what's included when partial payments mix makes deposit not match invoice amount

Implied Software Gaps

• Automated deposit splitting and matching to multiple invoices across customers
• Partial payment reconciliation that correctly allocates deposits without manual breakdown

BatchMatch AR

BatchMatch AR is a smart reconciliation plugin or standalone app that automates mapping of lump-sum bank deposits to any mix of open invoices across multiple customers. It uses intelligent matching logic to suggest splits, handle partial payments, and lock invoice statuses to prevent accidental flips, saving hours of manual work monthly.