Pay2ERP
Pay2ERP captures payment notifications from your bank emails and APIs (Revolut, Wise), extracts amounts and invoice references using 50+ built-in patterns across 15+ languages, matches them to open invoices in your ERP, and records the payment. Rule-based with AI fallback for edge cases.
Works With Your Banks & ERPs
Pay2ERP captures from your payment sources and records into your ERP automatically.
Payment Sources
ERP Destinations
Don’t see your bank or ERP? Contact us →
Why Choose Pay2ERP?
Automates the tedious work of matching bank payments to ERP invoices — so your finance team can focus on what matters.
How It Works
Configure Matching Rules
Choose which features to enable — collection payments, AI fallback, daily reports. Set your preferences via the dashboard.
Pay2ERP Matches 24/7
Payments captured, matched to invoices, recorded in your ERP. Get detailed reports after every run. Matched payment emails are filed into _Pay2ERP/PROCESSED; unmatched ones stay in your INBOX (unread) so nothing slips out of view.
Core Features
Real features that make payment reconciliation automatic — rule-based with AI when needed.
Multi-Language Extraction
50+ smart patterns extract variable symbols, amounts, and references from payment notifications in 15+ languages — Czech, German, English, and more.
Collection Payment Matching
Handles batch payments that cover multiple invoices. Sequential backtracking algorithm finds the right combination of invoices automatically.
Revolut & Wise API
Direct API integration captures payments in real-time — no email delays. Amounts, references, and sender info extracted instantly.
Statistical Pattern Learning
Builds extraction rules from successful matches. More payments processed = higher accuracy over time. No manual training needed.
AI Fallback
When rules can’t extract a reference, AI analyzes the payment text as a last resort. Hybrid approach: rules first, AI when needed.
Daily Reports
Summary emails after every run — what was matched, what needs attention, unmatched payments flagged for review. Unmatched payment emails remain in your INBOX so you can act on them directly.
Not ready to commit? Start with a free trial — first month free.
Best Results: Pay2ERP + AutoCASH
Pay2ERP records incoming payments in your ERP. AutoCASH sends reminders for unpaid invoices. Together, they close the loop — AutoCASH stops reminding the moment Pay2ERP records the payment.
Pay2ERP Alone
- Captures payments from email & APIs
- Matches payments to invoices
- Records payments in your ERP
- You track overdue invoices manually
Pay2ERP + AutoCASH RECOMMENDED
- Everything from Pay2ERP alone
- Overdue invoices reminded automatically
- AutoCASH stops when Pay2ERP records payment
- Zero manual follow-up on overdue accounts
Start Safe — Go Live When Ready
Four access levels let you test at your own pace. No risk, no pressure.
Demo Mode
Test with sample data at BOTS4.me/demo. No connections needed.
No access requiredEmail Only
Pay2ERP captures payments from email but doesn’t touch your ERP. See what it extracts.
Email access onlyERP Read-Only
Matches payments to real invoices but records nothing. Reports show exactly what it WOULD do.
Email + ERP read accessProduction
Full automation. Payments captured, matched, and recorded in your ERP.
Email + ERP read & write accessStart in Email Only mode — see what Pay2ERP captures before connecting your ERP. First month free.
Frequently Asked Questions
💡 Folders starting with _ (e.g. _Pay2ERP) are auto-created by the app — don’t rename or delete them.
Bank email notifications via IMAP, Gmail, Outlook, and Office 365, plus direct API integration with Revolut and Wise. More sources added regularly.
Offeris (primary), Odoo (with auto-reconciliation), and more via extensible adapter system. Contact us for your ERP.
Pay2ERP extracts the variable symbol (invoice reference) from payment notifications using 50+ patterns, then matches it to open invoices in your ERP by amount and reference.
Unmatched payment emails stay in your INBOX (unread) so you can review them directly — nothing disappears into a separate folder. They’re also flagged in your daily report. The system learns from your manual corrections to improve future matching.
Yes. When one payment covers multiple invoices, Pay2ERP uses a combinatorial matching algorithm to find the right invoice combination.
Pay2ERP uses rules first (50+ patterns). Only when rules can’t extract a reference does it call AI as a last resort. Most payments are matched by rules alone.
Yes! Email Only mode captures payments without touching your ERP. ERP Read-Only mode matches but doesn’t record. First month free.
Yes! Pay2ERP records payments, AutoCASH sends reminders. When Pay2ERP marks an invoice as paid, AutoCASH automatically stops sending reminders for that invoice.
Yes. Set AI Mode to Off in your dashboard and no language model is called and nothing is sent to an AI provider. On a bank API or ERP statement connection nothing is lost at all — those fields arrive structured and are matched by rules. Only free-text notification emails in unfamiliar layouts need AI. If your compliance team needs it in writing, ask us and we will confirm it for your file.
🆓 Free vs Paid
Permanent tier with daily limits — convert when ready
- ✅ Dashboard access & logs
- ✅ Payment pairing demo (rules-based)
- ⚠️ Daily / weekly limits
- ⚠️ AI parsing & OCR paused
- No usage allowance — best-effort processing only
Personal • Family • Business • Enterprise
- ✅ Everything in Free
- + Monthly usage allowance (no daily limits)
- + Excel / PDF / Word parsing & daily export (Family)
- + OCR scanned PDFs, AI company parse, AI pattern templates (Business)
- + Raster image processing, AI VS extraction (Enterprise)
- + Priority queue and support
- + Optional: top up extra usage anytime
Downgrade / out-of-credits is safe: already-paired payments, processed invoices and existing data are never reversed. The app continues in limited mode (with daily caps) until you top up extra usage or the next billing period begins.
Runs Without AI on a Bank or ERP Connection
With AI Mode set to Off, Pay2ERP pairs payments the way your accountant would: by variable symbol, amount, currency and date. Connected to your bank’s API or reading bank statement lines from your ERP, those fields arrive already structured and no AI is needed at all.
Purchase Pay2ERP
Automatic payment-to-invoice matching
Not ready to connect? Try Demo Mode — test with sample emails, no access needed. Try Demo →
Have questions? Talk to us → · We respond within 24 hours
Want to see the rules first?
The user guide covers how a payment is matched, every setting, the four access levels, how to read the report, and what to check when a payment was not recorded.
📖Read the Pay2ERP GuideReady to Get Started?
Next Steps: After subscribing, connect your account on BOTS – tab settings. Configure your preferences on our Contact page.
Learn more about our security measures on our Access Levels page