The operating context
Rent payments received by e-transfer can create repetitive administrative work. Sender names, notes, dates and expected tenant records do not always align cleanly.
The problem behind the interface
Someone must identify the relevant tenant, unit and ledger context, then distinguish confident matches from ambiguous or incomplete information.
Approach
The workflow applies deterministic business rules where possible, preserves traceable context and directs uncertain matches into an administrative review queue. It is an operational layer—not a bank, processor or accounting service.
Practical outcome
Built-in automated e-transfer reconciliation that reduces routine matching while preserving human control for exceptions and sensitive decisions.
What this demonstrates
The automation began with a specific administrative burden, explicit business rules and a human-controlled exception path.
Capabilities demonstrated
- Incoming payment records
- Tenant and unit context
- Business matching rules
- Confidence and exception states
- Administrative review
- Reconciliation record
The value is in connecting the visible interface to the rules, records, exceptions and people behind it.