DEMONSTRATION ENVIRONMENT — ILLUSTRATIVE DATA
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Control the money

Cash Trace

Trace any payment from receipt through final application and reconciliation.

Cash Control Tower
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Last synchronized Oct 7, 3:42 AM ETSources: Bank · Lockbox · AR ledger · Case system · RevenueOS Match EngineApplications above automatic threshold still require human approval
Payment

Check #85054

Anderson Trial Partners · received 2026-10-04 · Lockbox check
$21,500
Exception / Exception
Open ExceptionOpen Case

Cash journey

Select a stage for source, actor and evidence

Money breakdown

Payment amount
$21,500
Applied
$0
Unapplied
$21,500
Difference
$21,500

Balance check passed: applied + unapplied = received.

Owner / SLA
Owner
Tom / Cash Ops
Age
2 days
SLA
24h left
Expected resolution: within the configured 72-hour exception window.

Why is money stuck?

Approval required
What we found
$21,500 remains unapplied.
Why
Open exception: Other.
Confidence
86% confidence
Suggested match
Case G-31712
Recommended action
RevenueOS recommends: Review and apply remaining $21,500.
Expected impact
Clear the exception and move payment toward reconciliation.

Match evidence

Confidence inputs in business terms. These are the facts checked, not model reasoning.

  • Case reference
    No direct reference; inferred Case G-31712
    Weak
  • Firm match
    Payer Anderson Trial Partners is counsel of record on Case G-31712
    Strong
  • Amount relationship
    Payment $21,500 vs case open balance $110,800
    Supporting
  • Settlement relationship
    Settlement $164,100 on 2026-07-11; payment differs from settlement
    Supporting
  • Date proximity
    Received 85 days after settlement
    Weak
  • Historical payer behavior
    3 prior Anderson Trial Partners payments applied cleanly
    Supporting
  • Open balance
    Case G-31712 shows $110,800 open
    Supporting
Alternative candidates
CaseFirmOpen ARConfidence
G-33746Anderson Trial Partners$88,60061%
G-39848Anderson Trial Partners$95,60059%
G-37814Anderson Trial Partners$152,50048%

Source system timeline

  1. Oct 4
    LockboxLockbox feed: $21,500 from Anderson Trial Partners
  2. Oct 4
    LockboxLockbox imaging: Check #85054 image and remittance captured
  3. Oct 5
    RevenueOS$21,500 exception EX-1009 created · Other
  4. Oct 7
    RevenueOSException EX-1009 still unresolved
Matching decisions
EX-1009 · OtherOpen
Manual review · 86% · Under review · Tom / Cash Ops

Applications

DateCaseAmountRunning appliedBy
Nothing applied yet.
Remaining unapplied$21,500

Audit trail

No entries for this filter.