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 \u2014 with exceptions routed for approval and clean invoices paid on schedule without human intervention.
AP Workflows Built on Manual Matching and Email Chains
Service Scope
Match invoices against purchase orders and receiving documents automatically. Configurable tolerances for price, quantity, and freight variances \u2014 clean matches process without human touch.
Extract vendor, line items, amounts, PO references, tax, and payment terms from invoices in any format \u2014 PDF, email, paper scan, EDI. No manual data entry for structured invoices.
Unmatched invoices routed to the right approver with the specific discrepancy highlighted, PO context attached, and a resolution workflow. SLA tracking ensures exceptions don\u2019t sit in queues.
Automated detection of duplicate invoices before payment \u2014 matching on invoice number, vendor, amount, date, and line items. Duplicates are flagged, not paid.
Identify early-pay discount opportunities and schedule payments to capture them. Track discount capture rate as a KPI \u2014 most manufacturers leave 1\u20132% on the table.
Matched and approved invoices post directly to your ERP\u2019s AP module. Payment batches generated automatically based on terms, discounts, and cash flow rules.
Engagement Process
Document current invoice volume, matching process, exception handling, average processing time, and error/duplicate rates. Quantify the cost of manual AP operations.
Define three-way matching rules, price/quantity tolerances, exception routing logic, and approval hierarchies based on your procurement policies.
Build the extraction, matching, routing, and ERP posting pipeline. Integrate with your ERP\u2019s AP module and vendor communication channels.
Run automated matching alongside manual processing for a validation period. Compare match rates, exception accuracy, and processing times.
Deploy with dashboards tracking match rate, exception rate, processing time, duplicate prevention, and discount capture. Tune tolerances based on production results.
Frequently Asked Questions
Every engagement starts with an assessment.
Not a proposal. Not a sales call. We tell you what we find, not what you want to hear. The Launchpad assessment maps your operation before any software work begins.