Agent Workflows

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Payment Remittance Extraction

Woodrow reads remittance emails and documents, extracts invoice numbers, amounts, payment dates, and payer details, and structures the data for cash application and reconciliation.

Payment Remittance Extraction: Execution Plan

step 1

Read Incoming Remittances

Monitor remittance emails and documents—PDFs, bank notices, and unstructured text—and capture each as it arrives.

step 2

Extract Key Fields

Pull invoice numbers, amounts, payment dates, and payer details from each remittance, even when the format is messy or unstructured.

Output

Structure for Cash Application

Format the extracted data for cash application or reconciliation, flag low-confidence matches, and route it for review.

Clean remittance data, every time

Woodrow connects to your inbox, ERP, and supporting systems to turn remittances into structured data. It reads emails and documents, extracts the key fields, and formats them for cash application, so your team can spend less time keying in data manually.

+ Spreadsheets, shared drives, Slack, and any other tool your team uses.

Document parsing

Read remittance PDFs, bank notices, and unstructured email text, whatever format they arrive in.

Field extraction

Pull invoice numbers, amounts, payment dates, and payer details accurately from each remittance.

Structured output

Format extracted data for cash application or reconciliation, with low-confidence matches flagged.

HOW WOODROW WORKS

Automate your processes with enterprise AI

Woodrow helps teams automate cross-system workflows with the accuracy, auditability, and controls enterprise work requires. Connect your systems, describe the process, and Woodrow runs the workflow while keeping every step visible and reviewable.

01

Describe your workflow

Tell Woodrow what you want to automate in natural language. AI maps the necessary steps, systems, rules, and review points, then builds the complete workflow for you.

02

AI works across your stack

As payroll volume grows, your team can handle more runs, more entities, and more complexity—without adding headcount.

03

Woodrow keeps the workflow current

As your process changes, Woodrow updates the steps behind the scenes so the workflow stays accurate without manual rebuilds or constant maintenance.

Auditable and secure

Woodrow is SOC 2 Type II certified. Every workflow runs with scoped permissions, clear review steps, and an audit trail of the actions taken. PII stays within your environment and is never used to train any model.

Learn more about security

Common questions

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