Automate invoice capture and three-way matching against purchase orders and receipts, with exceptions queued for finance review.
The problem
Finance teams reconcile supplier invoices against purchase orders and receipts in spreadsheets, chasing mismatches by email at month end.
How it works
Invoices read and matched automatically; exceptions queued for finance with the evidence attached.
- CollectInvoices are gathered from inboxes and supplier portals.
- ReadLine items, totals, tax and supplier details are extracted.
- MatchEach invoice is matched to its purchase order and receipt.
- ResolveMismatches go to a reviewer with the documents side by side.
- PostApproved invoices are posted to accounting for payment.
Where people stay in control
- Payments stay with finance approval
- Tolerance rules are set by your team
- Every decision is logged
What it connects to
How we deliver ai invoice processing
The same method as every AI Transformation engagement: each stage ends with a decision you sign off. We work with teams in Bengaluru, across India and abroad.
We study the problem with the people who live it: workflow, customers, constraints.
Problem brief agreedWe agree what success means, what is in scope and the hypothesis we are testing.
Scope signed offFlows, interfaces and architecture, tested as a prototype before engineering starts.
Prototype approvedWorking software and artefacts, demonstrated every week.
Features acceptedRelease to real users with documentation, monitoring and a runbook.
Release acceptedWe measure what happened and turn it into the next roadmap.
Roadmap reviewedRelated insights
- What is an AI-native company?An AI-native company redesigns workflows, decisions, data access and software so AI is part of how the business runs. What it means, how it differs from adding AI tools, and how to start.
- Don't add AI to a broken process: map the workflow firstAutomating a workflow you haven't mapped usually automates its problems. A practical, step-by-step way to map a business process before writing any code or adding AI.
- Forward deployed engineering, explainedWhat a forward deployed engineer does, why the role matters for AI implementation, and how it differs from consulting, outsourced development and on-site support.
Can AI do three-way matching?+
Yes. AI handles the reading and matching; your tolerance rules decide what auto-approves, and people resolve the exceptions.
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