LawBilling & Finance

Cash Receipt Reconciliation

Built for Law Firm Billing Teams.

Extract invoice and payment details from cash receipt emails and write them to the correct tracker row, reducing manual reconciliation work for billing and finance teams.

Why this matters

The manual work this replaces

Cash receipt details must be manually pulled from emails and logged into tracking sheets.

What Caddi does

How the automation runs

  1. Microsoft Outlook
  2. SharePoint
  3. Microsoft Excel

This process reads cash receipt emails in Outlook, identifies the target SharePoint Excel file, extracts invoice and payment details from each email using AI, and writes the extracted values into the correct Excel row for tracking.

Value created

What changes after Caddi

Receipt data is captured faster and recorded more consistently.

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See it on your stack

Want Cash Receipt Reconciliation automated at your firm?

Show us this workflow and we'll demo Caddi running it end-to-end on your tools.