Match invoices to POs without a person in the middle.
Your AP team is spending hours matching invoices to purchase orders and receiving documents manually. Three-way matching should be automatic — with exceptions routed for approval and clean invoices paid on schedule without human intervention.
AP Workflows Built on Manual Matching and Email Chains
- →AP staff manually comparing invoice line items against POs and receiving documents for every transaction
- →Invoice exceptions handled through email threads with no SLA tracking or escalation
- →Early-pay discounts missed because invoices sit in an approval queue nobody monitors
- →Duplicate invoices paid because there’s no automated detection before payment runs
Invoice & AP Automation
Automated Three-Way Matching
Match invoices against purchase orders and receiving documents automatically. Configurable tolerances for price, quantity, and freight variances — clean matches process without human touch.
Invoice Data Extraction
Extract vendor, line items, amounts, PO references, tax, and payment terms from invoices in any format — PDF, email, paper scan, EDI. No manual data entry for structured invoices.
Exception Routing & Resolution
Unmatched invoices routed to the right approver with the specific discrepancy highlighted, PO context attached, and a resolution workflow. SLA tracking ensures exceptions don’t sit in queues.
Duplicate Detection
Automated detection of duplicate invoices before payment — matching on invoice number, vendor, amount, date, and line items. Duplicates are flagged, not paid.
Payment Optimization
Identify early-pay discount opportunities and schedule payments to capture them. Track discount capture rate as a KPI — most manufacturers leave 1–2% on the table.
ERP Integration
Matched and approved invoices post directly to your ERP’s AP module. Payment batches generated automatically based on terms, discounts, and cash flow rules.
The Engagement Process
AP Workflow Audit
Document current invoice volume, matching process, exception handling, average processing time, and error/duplicate rates. Quantify the cost of manual AP operations.
Matching Rules & Tolerances
Define three-way matching rules, price/quantity tolerances, exception routing logic, and approval hierarchies based on your procurement policies.
Automation Build
Build the extraction, matching, routing, and ERP posting pipeline. Integrate with your ERP’s AP module and vendor communication channels.
Parallel Validation
Run automated matching alongside manual processing for a validation period. Compare match rates, exception accuracy, and processing times.
Production & Optimization
Deploy with dashboards tracking match rate, exception rate, processing time, duplicate prevention, and discount capture. Tune tolerances based on production results.
Frequently Asked Questions
Process Automation · Invoice & AP
Every engagement starts with an assessment.
We scope work after we understand your operation — not before. The Launchpad assessment maps where you are, quantifies what it's costing you, and sequences what to do first.
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