Automated invoice and delivery note matching

Purpose

 1.1. Automate matching of supplier invoices and delivery notes for Fujian restaurant inventory and supplier management.
 1.2. Ensure data consistency between received goods and billed items by automating document extraction, comparison, and validation.
 1.3. Automate error detection, highlight discrepancies, streamline accounts payable, and reduce manual data entry.
 1.4. Automate documentation workflows for compliance and audit-readiness.
 1.5. Enable automated reconciliation between deliveries and supplier charges for ordered raw materials and goods.

Trigger Conditions

 2.1. New supplier invoice received via email, upload, or integration.
 2.2. New delivery note uploaded, scanned, or entered into inventory system.
 2.3. Scheduled time-based automation (e.g., end-of-day batch reconciliation).
 2.4. Manual trigger by manager for ad hoc matching.
 2.5. Automated event from inventory system signifying new GRN (Goods Receipt Note).

Platform Variants

 3.1. SAP ERP
  • Module: Invoice Management, MM (Materials Management) API for automated matching.
  • Feature: Automated document import and line-item comparison workflows.

 3.2. Oracle NetSuite
  • SuiteScript API v2 Tasks for automating invoice and delivery note reconciliation.
  • Feature: Automated scripts to fetch, compare, and match documents.

 3.3. Microsoft Dynamics 365
  • Business Central API for Vendor Invoice and Inventory Receipts.
  • Configuration: Automated Power Automate Flow for matching and alerts.

 3.4. QuickBooks Online
  • API endpoints: /invoices, /purchases, /receipts for automated data pulls.
  • Feature: Automated rules to match line items and notify of mismatches.

 3.5. Zoho Books
  • API: /invoices, /purchaseorders, /bills for extraction and automated comparison.
  • Feature: Automated validation and alerts dashboard.

 3.6. Xero
  • API: Invoices, PurchaseOrders, and Receipts endpoints for automation.
  • Feature: Automated reconciliation and discrepancy flagging.

 3.7. Odoo
  • Accounting Module API for invoice and stock picking matching.
  • Configuration: Automated scheduled jobs for document comparison.

 3.8. SAP Concur
  • Invoice and Expense API for automated attachment extraction and scanning.
  • Feature: Automated OCR parsing and batch-matching.

 3.9. FreshBooks
  • Endpoints: /invoices, /expenses for automated integration.
  • Feature: Automate cross-check process via customized hooks.

 3.10. Sage Intacct
  • API: Purchasing and Accounts Payable for automating invoice-packing slip matching.
  • Feature: Automated workflows and notification setup.

 3.11. ABBYY FlexiCapture
  • OCR API for automating extraction of invoice and delivery note data.
  • Configuration: Automated batch capture and data validation.

 3.12. UiPath
  • Document Understanding activities and Invoice Data Extraction template.
  • Feature: Automate cross-matching with RPA bots.

 3.13. DocuWare
  • Intelligent Indexing automated workflow for matching captured documents.
  • Feature: Automated rules setup for matching logic.

 3.14. Kofax
  • ReadSoft Process Director for automated invoice-to-receipt matching.
  • Feature: Automate workflows for exception-based processing.

 3.15. Google Cloud Vision API
  • OCR for automated data mining from uploaded documents.
  • Feature: Schedule matching flows on data output.

 3.16. AWS Textract
  • Document Text Extraction API for automating content reading.
  • Feature: Automate parser configuration to extract, then match.

 3.17. Dropbox Business
  • File events webhook for automating workflow triggers.
  • Feature: Automator triggers on new PDF upload.

 3.18. Box
  • Automated file trigger on new delivery/invoice document with API.
  • Feature: Automate downstream matching scripts.

 3.19. IBM Datacap
  • Document Capture APIs for automated invoice and delivery note data capture.
  • Feature: Automator deploys validation and reconciliation logic.

 3.20. Smartsheet
  • Automated Data Connector for matching line items between sheets.
  • Feature: Automation setup for scheduled comparison runs.

 3.21. Airtable
  • APIs for automating data pulls from tables (invoices, delivery notes).
  • Feature: Automation scripting block for matching routines.

 3.22. Power Automate
  • Template flow for automating invoice-delivery note matching across cloud services.
  • Feature: Configure trigger and action steps to automate full validation loop.

Benefits

 4.1. Automates elimination of manual invoice and delivery note reconciliation for the Fujian restaurant.
 4.2. Automator ensures greater accuracy by validating data at scale.
 4.3. Automated flows accelerate inventory close and payment cycles.
 4.4. Minimize fraud and error with consistent automated checks.
 4.5. Auditable workflow logs all automated matching actions.
 4.6. Enables automatable approval flows for matched or unmatched items.
 4.7. Reduces administrative costs via automated document handling.
 4.8. Automatedly improves compliance and traceability of supplier processing.