From AI Experiment to Autonomous AR
AI-DRIVEN CASH APPLICATION FOR FINANCE TEAMS
Your AR aging says one number, your bank account says another. Some of what looks overdue is already paid, just not applied yet, so the number you take to the board overstates what customers owe. This session closes that gap: applying cash faster, keeping your aging honest, and reporting working capital you can trust. You'll see the frameworks finance teams use, and how AI now handles the matching your team does by hand.
AI in Action
Learn how to turn payment matching from a daily manual grind into a workflow your team can trust, and see how AI applies cash, explains its reasoning, and posts to your ERP in one click.
Free 60-minute live masterclass
Tuesday, June 30 at 5:00 pm CEST (11:00am EST)
ABOUT THE MASTERCLASS
What you'll learn
Half frameworks. Half live demo. 100% practical.
Christian Martinez, AI for Finance educator and author, will walk through how the best finance teams think about cash application, AR aging, and working capital. Then Albert from Stacks will show how the Cash Application agent does the same work, live and automatically.
Cash Application That Reflects Reality
Go beyond clearing the queue. Christian will walk you through:
Why unapplied cash quietly distorts your AR aging and your working capital picture
The three layers of the matching problem: identifying the payment, applying it, reconciling it
How to read DSO, past-dues, and write-offs as one connected story, not three separate numbers
Where general AI tools reach their limit on cash application, and what to use instead
How to Apply Cash in One Click Using AI
See how Stacks' Cash Application agent handles incoming payments in real time, matching them against open invoices with a rationale you can check. You'll see:
How the agent reads the bank feed, the remittance advice, and the invoice to match a payment
What an AI-suggested match looks like, and the confidence rationale behind it
How exceptions surface in an Open Payments queue instead of holding up the close
How cash application connects natively to bank reconciliation and the close
AGENDA
The Agenda
Cash Application and Working Capital · 30 min
Frameworks and real examples for applying cash faster and keeping AR aging accurate, so your numbers reflect what has actually been paid.
Live Demo: Cash Application Agent · 15 min
Watch AI match incoming payments, explain each match, and post to the ERP, from bank feed to applied invoice.
Live Q&A · 15 min
Bring your questions on cash application, AR aging, working capital, or applying AI in your finance workflow.
Who This Is For
Finance, accounting, and AR professionals who want to apply cash faster, keep AR aging accurate, and build AI into their close and reporting workflow.
What You'll Walk Away With
A clear view of how unapplied cash distorts your aging and your working capital. A framework for thinking about cash application across identification, application, and reconciliation. A practical sense of where AI fits, as a matching layer your team stays in control of. And a clear picture of what changes when cash application is connected to your bank rec and your close, instead of sitting in a tool of its own.
HOSTS
Your hosts
Christian Martinez
AI for Finance Educator & Author
Finance Senior Manager with over a decade of international experience across the Netherlands, Australia, and Mexico, leading global finance analytics and transformation across 20+ markets. Author of Smart Finance: Leveraging AI for Enhanced Financial Planning and Analysis, and has trained more than 20,000 CFOs and finance leaders in applying AI to finance.
Albert Malikov
Founder & CEO of Stacks
An agentic AI platform for enterprise finance teams (backed by Lightspeed, General Catalyst, and EQT Ventures). Previously Head of Product (Europe) at Plaid and Product Lead at Uber. MIT Sloan MBA.
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