Match purchase orders, receipts and invoices automatically

The problem, in your words

Before an invoice is paid, someone checks it against the purchase order and against what actually arrived. They open the order, the delivery note and the invoice, and compare them line by line. The ones that do not fit start a chain of emails. The rest wait in the queue until someone has time.

What we build

A tool that does the line by line check for you. People often call this a three-way match.

• It reads the purchase order, the goods received note and the invoice.
• It matches them line by line: the item, the amount and the price.
• When every line agrees, it marks the invoice as matched.
• When something does not agree, it shows the line and what is different. For example, fewer boxes arrived than the invoice says, or the price is higher than on the order.
• You decide what is close enough, like small rounding differences, and we write that into the rules.
• You decide what happens to a match. For example, it goes on to approval and the rest wait for a person.
• It logs every check, so you can see why an invoice was matched or held.

What we need from you

• Read access to where your orders, receipts and invoices live: your purchasing or accounting system, or exports from it.
• Your rules for what counts as a match. If they are not written down, we write them with you on the first day.
• One person who can say yes.

How you know it works

On the first day we write 3 to 5 tests with you. For example: an invoice for more items than were received is held, and the line that does not match is shown. An invoice that matches its order and its receipt goes through. The tool is done when it passes your tests on your real orders and invoices.

What this page is

We build this to order. We have built tools that check data against written rules, like the delivery order operator. Fixed price, 5 working days.