What leaders see
Work keeps moving, but only because people fill the gaps.
Teams rely on manual checks, side files, rekeying, status meetings, and individual knowledge to keep the process alive.
Services
Process Automation · Invoice & AP
Invoice & AP Automation
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.
01
The Problem
AP Workflows Built on Manual Matching and Email Chains
The problem is not one broken tool. It is an operating gap between who owns the work, which record can be trusted, and how exceptions move through the business.
What is actually happening
The workflow has no clean source of truth.
Records, rules, approvals, and handoffs are split across systems, so each step introduces delay or reconciliation.
What gets worse
Automation amplifies the weak spots.
The faster the business moves, the more bad data, exception work, and decision ambiguity compound across the operation.
02
What Changes
What Invoice & AP Automation includes.
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.
01
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.
02
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.
03
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.
04
Duplicate Detection
Automated detection of duplicate invoices before payment -- matching on invoice number, vendor, amount, date, and line items. Duplicates are flagged, not paid.
05
Payment Optimization
Identify early-pay discount opportunities and schedule payments to capture them. Track discount capture rate as a KPI -- most operators leave 1-2% on the table.
06
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.
03
How It Fits Your Operations
How Invoice & AP Automation fits your operation.
Operations layerWhich manual workflow is costing the most time, rework, or decision delay.
Governance dependencyThe workflow needs clear ownership, trusted data, and exception rules before automation is worth building.
Operating data involved
orders
approvals
documents
exceptions
reporting handoffs
What Launchpad defines before engineering begins
- What the business needs to change and why.
- Which systems, records, risks, and readiness gaps shape the work.
- What should be built, how it fits the architecture, and in what order.
Related Foundations
What to evaluate next.
Follow the dependencies behind this service instead of treating it as an isolated project.
01
API and systems integration
Connect the records, applications, and ownership boundaries the workflow depends on.
Explore next step02
Data engineering and analytics
Give automation and reporting a dependable source of operating truth.
Explore next step03
AI automation and agents
Evaluate where governed AI can reduce repetitive work or improve a decision.
Explore next step04
Launchpad readiness and Roadmap
Assess readiness, dependencies, risk, architecture, and implementation order before engineering begins.
Explore next stepLaunchpad Before Engineering
Decide what to build and in what order.
Launchpad assesses the business and turns discovery into priorities, risks, readiness, architecture, and an implementation Roadmap. Metrotechs then engineers and supports the approved solution.
Metrotechs designs, builds, integrates, and supports the approved solution.
Launchpad keeps priorities, risks, owners, decisions, and delivery governance connected.
04
Delivery sequence
How Metrotechs delivers Invoice & AP Automation.
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.
01
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.
02
Matching Rules & Tolerances
Define three-way matching rules, price/quantity tolerances, exception routing logic, and approval hierarchies based on your procurement policies.
03
Automation Build
Build the extraction, matching, routing, and ERP posting pipeline. Integrate with your ERP's AP module and vendor communication channels.
04
Parallel Validation
Run automated matching alongside manual processing for a validation period. Compare match rates, exception accuracy, and processing times.
05
Production & Optimization
Deploy with dashboards tracking match rate, exception rate, processing time, duplicate prevention, and discount capture. Tune tolerances based on production results.
05
FAQ
Questions that usually decide the scope.
Straight answers to what operators ask before committing budget to this work.
Typical straight-through match rates: 70-85% of invoices match automatically with no human intervention. The remaining 15-30% are routed as exceptions with specific discrepancies highlighted for faster resolution.