Cash Application & Reconciliation
HyperMatch™ — AI-powered payment matching
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Select a Transaction
Click "Run HyperMatch™" to process all transactions, then click any transaction to see cached results instantly.
| Date | Payer | Invoice | Amount | Method | Match Type | Confidence | Applied At |
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| Date | Payer | Invoice | Amount | Match Type | Confidence | ERP Status | Sync Status | Actions |
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| Date | Payer | Excess Amount | Payment Amount | Notes | Status | Actions |
|---|---|---|---|---|---|---|
| No pending credits | ||||||
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Collections & Communications
Automated cadence engine for AR collections
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Select an Invoice
Click an invoice to view its collections activity timeline, email history, and available actions.
| Created | Customer | Invoice | Type | Tone | Subject | Status | Actions |
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Draft Preview
Reject Draft
| Date | Customer | Invoice | Subject | Recipient | Status | Actions |
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Create Cadence from Natural Language
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Agent Reasoning
Select an overdue invoice to view the AI agent's full reasoning chain — risk analysis, discount modeling, strategy options, and recommendation.
| Invoice | Customer | Risk Score | Recommended Action | Discount % | Actions |
|---|---|---|---|---|---|
| Run HyperAgent™ to generate recommendations. | |||||
| Date | Invoice | Customer | Risk Score | Action Taken | Reasoning | Source | Status |
|---|---|---|---|---|---|---|---|
| No agent decisions yet. | |||||||
Work Queue
Tasks produced by collections strategies — phone calls, SMS outreach, escalations.
| Priority | Task | Customer | Invoice | Source | Assignee | Due | Status | Actions |
|---|---|---|---|---|---|---|---|---|
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| Opened | Customer | Invoice | Root Cause | Agent Proposal | Governance | Status | Actions |
|---|---|---|---|---|---|---|---|
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| Invoice | Customer | Risk Score | Recommended Action | Discount % | Actions |
|---|---|---|---|---|---|
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Disputes
Customer disputes raised via inbound emails or simulator. The DisputeReasoningAgent classifies root cause and proposes a resolution; governance auto-applies low-risk credits or routes the rest here for approval.
| Opened | Customer | Invoice | Root Cause | Agent Proposal | Governance | Status | Actions |
|---|---|---|---|---|---|---|---|
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Customers
All customers synced from your ERP, with open accounts-receivable
| Customer | Company | Segment | Terms | Avg Days to Pay | Open Invoices | Open Balance | |
|---|---|---|---|---|---|---|---|
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Agent Activity
What Hyperloop's AI agent has been doing for your accounts receivable
Invoice Management
ERP ingestion, approval workflows, and templates
| Invoice # | Customer | Amount | Balance | Status | Issue Date | Due Date | Actions |
|---|---|---|---|---|---|---|---|
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| Error Type | Message | Source | Status | Created | Actions |
|---|---|---|---|---|---|
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Invoice Detail
Integrations
Connect and manage your ERP, email, and messaging integrations
Pull customer master data from ERPNext into Hyperloop for matching.
Pull open/unpaid Sales Invoices from ERPNext for cash application.
Post all pending cash applications back to ERPNext as Payment Entries.
| Account | Number | Type | Root Type | Group |
|---|---|---|---|---|
| Click "Refresh" to load accounts from ERPNext | ||||
| Account | Opening (Dr) | Opening (Cr) | Debit | Credit | Closing (Dr) | Closing (Cr) |
|---|---|---|---|---|---|---|
| Set date range and click "Load" | ||||||
| Time | Type | Direction | DocType | ERPNext Name | Status | Error |
|---|---|---|---|---|---|---|
| No sync log entries yet | ||||||
Configuration is set via environment variables. Restart the server after changes.
| ERPNEXT_ENABLED | — |
| ERPNEXT_URL | — |
| ERPNEXT_DEFAULT_COMPANY | — |
| Default Bank Account | — |
| Default Receivable Account | — |
| Auto-Post Payments | — |
Connect to QuickBooks Online
Authorize Hyperloop to access your QuickBooks Online sandbox. You'll be redirected to Intuit to grant permission.
Pull customer data from QuickBooks Online into Hyperloop.
Pull unpaid invoices from QuickBooks Online for cash application.
Post all pending cash applications to QuickBooks Online as Payments.
| Account Name | Type | Sub-Type | Classification | Balance |
|---|---|---|---|---|
| Click "Refresh" to load accounts from QBO | ||||
| Account | Debit | Credit |
|---|---|---|
| Set date range and click "Load" | ||
| Time | Type | Direction | Entity | QBO ID | Status | Error |
|---|---|---|---|---|---|---|
| No sync log entries yet | ||||||
Configuration is set via environment variables. Complete the OAuth flow to connect.
| QBO_ENABLED | — |
| Environment | — |
| Realm ID (Company) | — |
| Company Name | — |
| Auto-Post Payments | false (default) |
Connect to Dynamics 365 Business Central
Enter the customer's Azure AD tenant and environment, load their companies, then connect. The tenant admin must first grant consent and register this app inside Business Central (Microsoft Entra Applications).
Pull customers from Business Central into Hyperloop.
Pull open sales invoices from Business Central for cash application.
Post all pending cash applications to Business Central as customer payments.
| Time | Type | Direction | Entity | BC ID | Status | Error |
|---|---|---|---|---|---|---|
| No sync log entries yet | ||||||
App credentials (BC_CLIENT_ID / BC_CLIENT_SECRET) are set via environment variables. Per-customer tenant, environment, and company are stored on connect.
| BC_ENABLED | — |
| Tenant ID | — |
| Environment | — |
| Default company | — |
| Connected companies | — |
Connect your bank for Cash Application
Link your deposit account via Plaid. Incoming customer payments (ACH, wire, check) are pulled in automatically and matched to open invoices — the early cash signal, before the ERP posts the payment.
Pull new incoming payments from the linked bank and run HyperMatch to suggest invoice matches.
Connect via Merge.dev
Connect NetSuite, Dynamics 365, Sage, Xero, and 30+ other ERPs through Merge's unified API.
Pull customer/contact data from the connected ERP via Merge.
Pull invoices from the connected ERP for cash application matching.
Post all pending cash applications back to the ERP via Merge.
| Time | Type | Direction | Entity | Merge ID | Status | Error |
|---|---|---|---|---|---|---|
| No sync log entries yet | ||||||
Merge.dev handles authentication and data normalization for 30+ ERPs. Configure via environment variables.
| MERGE_ENABLED | — |
| Integration | — |
| Company Name | — |
| Last Sync | — |
Email Configuration
Configure outbound SMTP for collections emails sent from your domain
Outbound Email (SMTP)
Reply-To Address
Customer replies will be sent to this address and processed by HyperMail.
Inbound Email (IMAP)
Receives customer repliesHyperloop polls your inbox for customer replies and automatically extracts intent (dispute, promise-to-pay, payment confirmation), sentiment, and invoice references. For Gmail use imap.gmail.com port 993 with the same App Password.
What Hyperloop extracts from customer replies
Slack Integration
Real-time notifications, /hyper commands, and conversational HyperAgent
Slack Integration
Hyperloop connects to Slack for real-time notifications, the /hyper command, and the conversational HyperAgent.
/hyper connect in Slack to link their account./hyper and real-time notifications for your team.Available Commands
/hyper statusGet collections overview
/hyper analyze [customer]Deep customer analysis
/hyper show disputes for [customer]View open disputes
/hyper why hasn't [customer] paid?AI-powered causal analysis
Executive Dashboard
Strategic KPIs and financial overview
| Date | Customer | Invoice | Amount | Source |
|---|---|---|---|---|
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Customer Forecast Detail
| Customer | Segment | Current | 1-30 | 31-60 | 61-90 | 90+ | Total |
|---|---|---|---|---|---|---|---|
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Payment Event Simulator
Generate realistic payment events anchored to real invoices
| Time | Scenario | Invoice | Customer | Amount | Status | Result |
|---|---|---|---|---|---|---|
| No events yet. Click "Fire Single Event" or start Auto-Sim. | ||||||
| Invoice # | Customer | Amount | Balance | Due Date | Days Overdue | Bucket | Status |
|---|---|---|---|---|---|---|---|
| Loading AR data... | |||||||
Full Payment
Exact balance paid on time. Invoice fully settled.
Early Pay Discount
Payment before due date with 2% early-pay discount applied.
Partial Payment
Fraction of invoice balance paid. Leaves remaining balance open.
Late Payment
Full balance paid after due date. Late fee metadata attached.
Failed Payment
Payment attempt declined (NSF/card declined). Invoice stays open.
Disputed Payment
Chargeback filed. Invoice flagged as disputed.
Context Graph Explorer
Visualize customer relationships, risk trajectories, and strategy effectiveness
Users & Org
Manage users and organization settings
| Name | Username | Role | Status | Actions |
|---|
Forecast Efficacy
Model-quality diagnostics: how accurate the cash forecast has been vs. realized collections. Operator view — not shown to finance users.
Agent Analytics
Tenant-scoped metrics for the HyperAgent reasoning stack — feedback labels, per-layer performance, and self-improvement signals
Background Tasks
Pause time-based agent sweeps and tune their cadence. Webhooks, Slack commands, manual buttons, and the event queue keep working in every state.
Leave a field blank to inherit the env default. Click Reset to clear an override.
| Scheduler | Override | Unit | Env default |
|---|
✓ Scenario Generated
Add New User
Create Organization
Provisions a new customer tenant and its admin login. Defaults to read-only (analysis-only) with a trial — the trust-building pilot posture.
Platform Administration
Cross-organization overview
| Organization | Slug | Status | Users | ERP | Payment | CRM | Slack | Created |
|---|
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Trial & Access
Users
| Name | Username | Role | Status | Last Login |
|---|
Integrations
| Type | Provider | Name | Status | Enabled | Connected At |
|---|