Supplier invoice matching

Purpose

1.1. Automate the end-to-end supplier invoice matching to inventory receipts for a cutlery store, validating that invoiced items, quantities, and prices correspond to those delivered and recorded in stock, minimizing human error, ensuring timely payments, detecting discrepancies, enhancing inventory accuracy, and digitally archiving all matching records for audits and analytics.

Trigger Conditions

2.1. Automated receipt of new supplier invoice via email or document upload.
2.2. Automated update of inventory stock upon goods receipt.
2.3. Automated alert or task creation when invoice and goods data are mismatched.
2.4. Automated scheduled batch invoice processing (e.g. daily, hourly).
2.5. Automated manual trigger by accounts or procurement staff.

Platform Variants

1. SAP Business One

• Feature/Setting: Configure B1if for automated Goods Receipt PO and A/P Invoice Matching API.

2. Microsoft Dynamics 365

• Feature/Setting: Use Power Automate with "When a Business Event occurs" and Finance Invoice Matching API.

3. Oracle NetSuite

• Feature/Setting: Deploy SuiteFlow automations with "Vendor Bill" and "Item Receipt" triggers linked via Saved Search.

4. QuickBooks Online

• Feature/Setting: Create automated workflows using API endpoints /invoices and /purchases, cross-referencing by Purchase Order ID.

5. Xero

• Feature/Setting: Automate using Xero’s "Files" and "Invoices" API to match attachments and transaction lines.

6. Zoho Books

• Feature/Setting: Use Zoho Flow with "New Purchase Order" and "New Bill" triggers for automated comparison logic.

7. Odoo

• Feature/Setting: Activate Inventory module’s automated RFQ and Bill Matching with scheduled barcode scanning.

8. Sage Intacct

• Feature/Setting: Configure automated AP Automation using Smart Events on Purchases and Bills.

9. FreshBooks

• Feature/Setting: Set up Event-based Automations with "New Invoice" and "Purchase Entry" triggers via API.

10. Bill.com

• Feature/Setting: Use webhook automations to retrieve invoice files and match against Purchase Order line items.

11. Coupa

• Feature/Setting: Automator with Coupa Open API for "Invoice Created" and "Goods Receipt" resource matching.

12. Basware

• Feature/Setting: Configure Basware Automated Invoice Matching Service to link invoice XMLs and good receipts.

13. Tipalti

• Feature/Setting: Enabled Invoice-to-PO matching automation within AP Hub configuration.

14. Precoro

• Feature/Setting: Process automation using Precoro Invoice Flow to match PO, GRN, and invoices automatically.

15. Esker

• Feature/Setting: Automated Invoice Reconciliation workflows using Esker’s AP Automation solution API.

16. Airbase

• Feature/Setting: Use Airbase Automation Engine to match supplier invoices with purchase inventory records.

17. Stampli

• Feature/Setting: Automated Data Capture and Invoice Matching activation in the Stampli platform settings.

18. Kissflow

• Feature/Setting: Build Invoice Matching Workflow within Kissflow using Invoice and Inventory Form resources.

19. Pipefy

• Feature/Setting: Automated pipe with "New Invoice" card creation auto-checking against inventory receipts.

20. M-Files

• Feature/Setting: Configure automated document workflows with metadata-driven invoice-receipt matching.

21. DocuWare

• Feature/Setting: Automated Invoice Processing with Intelligent Indexing for matching against stock receipts.

22. SAP Concur

• Feature/Setting: Automate Supplier Invoice Matching using Invoice Capture integration and matching rules.

Benefits

4.1. Automates repetitive invoice comparison, reducing manual workload and error rate.
4.2. Speeds up invoice approval by automating validation steps.
4.3. Improves stock accuracy and forecasting through real-time automation of inventory updates.
4.4. Enables proactive discrepancy management via automated alerts and escalations.
4.5. Strengthens auditability and compliance by automatedly logging all matching operations and exceptions.
4.6. Increases supplier trust and loyalty by automating prompt, error-free payments.
4.7. Automator enables rapid processing at scale for high-volume retail environments.
4.8. Provides flexibility—automation can be tailored to company workflows across various platforms.