Every transaction needs records from across the operation
Invoices, rates, receipts, delivery evidence, and account rules sit in different systems. Operators bring them together by hand.
Agents / Financial Ops
Prevent revenue leakage and get paid faster
Automate account and address matching, charge coding, accessorial checks, invoicing, audits, and collections to prevent missed charges, billing errors, and payment delays.
Financial Ops
by business type
Invoice matching
Reconcile vendor bills with merchandise POs and DC receipts.
Freight audit
Check transport charges and accessorials, and assign cost codes.
Vendor chargebacks
Document late, short, or non-compliant deliveries, and raise chargebacks.
Credit reconciliation
Match vendor credits and rebates to amounts owed.
Refund reconciliation
Match refunds to returns, payments, and credits, and investigate discrepancies.
Customer invoicing
Bill fulfilled orders, and submit invoices with supporting records.
Invoice validation
Match vendor and freight invoices to orders, receipts, and terms.
Freight coding
Assign freight charges to the correct accounts and cost codes.
Collections
Follow up on overdue balances, and resolve payment queries.
Deductions and credits
Prepare deduction disputes, and reconcile vendor rebates and credits against agreed terms.
Customer invoicing
Bill shipped quantities at agreed customer prices.
Invoice validation
Match supplier and freight charges to POs, receipts, and terms.
Payment follow-up
Send reminders, answer billing questions, and chase overdue invoices.
Deductions and claims
Gather supporting records, prepare disputes, and track customer deductions and supplier claims through resolution.
Rebates and credits
Reconcile rebates, volume discounts, and supplier credits.
Shipment billing
Invoice shipments and warehouse services using agreed rates, confirmed activity, and supporting records.
Carrier invoice matching
Match carrier invoices to agreed rates, completed shipments, and supporting records.
Account and bill-code matching
Match shipper, consignee, and billing addresses to the correct accounts and bill codes.
Charge validation
Validate shipment charges against agreed rates and recorded services, including accessorials, detention, demurrage, and storage.
Collections and disputes
Follow up on unpaid invoices, and resolve billing discrepancies with evidence.
Capture the process. Build and test the agent.
Pallet works alongside your operators to capture the rules, generate the agent, and test the workflow before deployment.
Give agents the context behind your billing rules
Use account mappings, agreed rates, charge rules, and documentation requirements for each transaction.
Match before posting
Compare invoices and charges with source records. Flag ambiguous accounts, unsupported charges, and inconsistent amounts.
Test the billing edge cases
Simulate account aliases, address variations, accessorial rules, and exception paths before production.
Keep financial approvals with your team
Route disputed charges and transactions that need authorization through your existing review and approval process.
GDPR
Data handling aligned with GDPR requirements.
SOC 2 · Type II
Audited controls, with the report available in our Trust Center.
CCPA
Privacy practices aligned with California requirements.
Put AI to work on billing, audit, and recovery
