The whole case.
Already connected.
Bring invoices, payments, correspondence and policies into the same investigation. Understand the transaction before deciding what to do.
AI operators for accounting
Less chasing.
More accounting.
Whether you manage accounting for your company or a roster of clients, Northpin’s AI operators investigate exceptions, gather evidence and prepare the next action across AR, AP and reconciliation.
For CAS firms and individual companies.THE WORK, MOVING FORWARD
INCOMING PAYMENT $25,000.00Meridian Retail · ACH received
Evidence confirmedOne payment.
One payment.
Two invoices. All supported.
Remittance agrees with the bank receipt and open invoices.
✓ INV-4102$15,000.00
✓ INV-4103$10,000.00
✓ Payer verified ✓ No duplicate found
✓ Exact match within the approved policy
✓ Exact match within the approved policy
Ready for authorized applicationView evidence ↗
The groundwork is done.Your policy determines what happens next.
Built around the systems
your business already uses.
NetSuite QuickBooksZoho BooksXeroSalesforce
From transactions to outcomes
Work doesn't stop
at the ledger.
A missing remittance. A short payment. An invoice that doesn't match the PO. Bring the investigation, supporting evidence and next action into one accounting workspace.
Receivables, with context
Get beyond the
payment reminder.
Understand why a payment is late, where a receipt belongs and what a deduction means. Give your reviewer an answer with the evidence already assembled.
- Match receipts and remittances to invoices
- Investigate short payments and disputes
- Prepare follow-ups that address the real blocker
Cash application agent
Investigation complete
Payment, accounted for.
$25,000Meridian Retail · Receipt PAY-8821
Supporting evidence
Intelligence with direction
AI does the groundwork.
You set the boundaries.
Useful autonomy starts with context and clear authority. Every proposed action should explain what it found, what policy applies and what happens next.
The whole case.
Your policies.
Your final say.
Define the boundaries for each company and workflow. Start with evidence-backed review and authorize execution only where your team is ready.
Every decision.
A traceable trail.
Follow a recommendation back to its source records, applicable policy and approval. Carry the supporting evidence through to the outcome.
Built for the way you work
For your company.
For every client.
Give each client its own connections, policies and permissions. Give your firm one view of the work that needs attention—so every new client doesn't bring the same increase in manual work.
NORTHPIN / WORK OVERVIEW
Your clients. One clear view.
Atlas CommerceReceivablesEvidence ready ↗
Northstar LabsPayablesDraft prepared ↗
Meridian GroupReconciliationReview needed ↗
Measure work completed without manual investigation, approval-only cases and exceptions that need deeper human judgment.
Put intelligence to work
Move accounting forward.
Across your business.
Bring your receivables, payables and reconciliation workflows into focus. Talk with our team about how Northpin can support your company or accounting practice.