Compare invoices to purchase orders and receipts
A small matching tool can compare invoice fields against purchase orders, receipts, quantities, costs, and other business rules before human review.
Common uses
Invoice number and PO reference
Built around the fields and rules your process actually uses.
Quantity ordered versus received
Built around the fields and rules your process actually uses.
Expected unit cost versus invoice cost
Built around the fields and rules your process actually uses.
Duplicate invoice identification
Built around the fields and rules your process actually uses.
Exceptions requiring approval
Built around the fields and rules your process actually uses.
Is this happening in your business?
AP spends time checking the same fields on every invoice.
This is a good candidate to review if the steps are repeated and the inputs are reasonably consistent. The first step is to map the current process before deciding what should be automated.
Invoices arrive before receipts are complete.
This is a good candidate to review if the steps are repeated and the inputs are reasonably consistent. The first step is to map the current process before deciding what should be automated.
Price or quantity differences need to be isolated.
This is a good candidate to review if the steps are repeated and the inputs are reasonably consistent. The first step is to map the current process before deciding what should be automated.
Start with one repeated task
Bring the current files, the steps employees perform, the business rules they apply, and an example of the desired output. The goal is to determine whether a small tool can create a measurable improvement.
Describe the task