Invoice matching

Every invoice matched before anyone opens the inbox.

It reads the invoice as it arrives, finds the purchase order and the receipt, matches them line by line, and puts only the exceptions in front of a person. Deployed in your own cloud account, writing to the ERP you already run.

Accounts payable is not hard work. It is the same comparison, several hundred times a month, against three systems that were never designed to agree — which is exactly the shape of job a coworker can own end to end.

How an invoice actually moves

Four stages, and a person is needed in one of them.

It picks the invoice up wherever it lands

Most invoices do not arrive through the channel the process assumes. They come to a shared mailbox, a supplier portal, a PDF attached to a reply, and occasionally a photograph of a piece of paper.

  • Reads the shared mailbox, the portal, and the folder your team already uses
  • Pulls out supplier, number, date, currency, tax and line items
  • Recognises the same invoice arriving twice under two reference numbers
Invoice receivedSupplier, number, and eleven line items read from the PDF.
Duplicate checkNo prior invoice with this number from this supplier.

A morning of accounts payable

Not a summary written afterwards — the same feed your team watches while it runs, in your own audit trail.

See what gets logged   →
Accounts payableyour audit trail
INV
Invoice 41208 — three-way matchedPO and goods receipt agree on all lines
posted
INV
Invoice 41209 — price varianceUnit price 4% above the contracted rate
held
DUP
Invoice 41182 — seen beforeSame supplier, same amount, new reference
flagged
APR
Approval outstanding — 3 daysChased once; deputy notified per your rule
chasing

Who this actually changes the week for

Three people, and none of their jobs disappear. The worst third of each one does.

APThe accounts payable clerkDoes this invoice have a purchase order behind it?Have we already paid this one?Why is this line four percent higher than the order?
FCThe financial controllerWhat is sitting unmatched, and for how long?Which variances are real and which are rounding?Can I see the evidence without opening four systems?
BUThe budget holder approving itWhat am I approving, and against which order?Why has this come to me rather than posting itself?Can I approve it without logging into the ERP?

What it does to an invoice

Every one of these is a task the finance coworker already owns. A flow is what they look like joined up.

Read the invoiceFind the purchase orderCheck the receiptMatch the linesCheck the currencyFlag the duplicateSplit the varianceAttach the evidenceChase the approvalNotify the deputyPost the entryFile the documentLog what it didAsk when unsure

Questions finance teams ask first

The ones that come up before anyone lets software near the ledger.

It can, and by default it does not. Matching, evidence gathering, chasing and posting are one permission; releasing payment is another, and it stays with your team unless you deliberately hand it over. Most finance teams never do, and the flow works perfectly well without it.

An AP automation product is a system you configure and, usually, a cloud you send your invoices to. This is built for your process — including the supplier who never quotes a PO and the category where a 4% variance is normal — and it runs inside your own account, so the invoice never leaves your infrastructure.

They get routed the way your process routes them today, which is usually to a named approver by cost centre. The coworker still gathers the evidence first: the supplier's history, the contract if there is one, and what was approved last time something similar arrived.

If your team can read and write it through an API, a database connection, or a file exchange, so can the coworker — and because it runs inside your network, it can reach the on-premise ERP that a hosted product has no route to. NetSuite, SAP, Oracle, Dynamics and Xero are the ones we are asked about most.

It stops and asks, with the work already gathered. An invoice it cannot confidently match is worth more to you held with the purchase order and the receipt attached than posted with a guess behind it.

Nobody in finance minds the invoices that match. They mind arriving at the two that do not with nothing gathered.
— Why the exception is the product
Accounts payableto: AI coworker

Match today's invoices and hold anything odd.

41 matched, 2 held✓ Nothing paid without you

Put an AI coworker
inside your own cloud.

Bring a week of real invoices, including the ones that never match. We will show you what it does with them.

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