Supplier invoice processing and matching with POs

Purpose

 1.1. Automate the end-to-end supplier invoice intake, automated validation, automated PO (Purchase Order) matching, and approval workflows for ceramic manufacturers.
 1.2. Automating invoice classification and extracting critical details (date, amount, line-items, supplier info) from PDFs or emails.
 1.3. Automatically match incoming invoices to open POs, flag discrepancies, automate error routing, and automate posting to ERP or accounting systems.
 1.4. Automates compliance checks, three-way-matching, GL code assignments, and reconciliation to speed up procurement and supplier settlement.
 1.5. Automate escalation and notification for unmatched or duplicate invoices, reducing manual reconciliation and optimizing cash flow management.

Trigger Conditions

 2.1. New invoice received in specific email inbox or cloud folder (e.g., shared drive, OneDrive, Google Drive).
 2.2. New PO issued or updated within ERP, accounting system, or procurement platform.
 2.3. Scheduled batch import of invoices from integrated supplier portals or EDI feeds.
 2.4. Webhook trigger from supplier’s portal to start invoice automation workflow.
 2.5. Manual trigger via mobile app or web interface for urgent invoice automation.

Platform Variants

 3.1. Microsoft Power Automate
  • Feature: “When a new email arrives (V3)” + Excel/SharePoint/ERP connectors
  • Sample Configuration: Automate invoice attachment extraction, OCR, and push to Dynamics 365 for matching.

 3.2. UiPath
  • Feature: Document Understanding + Orchestrator workflows
  • Sample Configuration: Automate PDF/data extraction, compare to SAP POs, route exceptions.

 3.3. SAP Business Technology Platform
  • API: /b2b/invoice/POST and /purchaseOrder/GET
  • Sample Configuration: Automate invoice posting and real-time PO match with SAP S/4HANA.

 3.4. Oracle Integration Cloud
  • API: ReceiveSupplierInvoice, MatchPurchaseOrder
  • Sample: Automate Oracle Fusion invoice record creation + automated PO reconciliation.

 3.5. Google Cloud Document AI
  • Feature: Invoice Parser API
  • Sample: Automate extraction of invoice fields into Google Sheets, push to approval workflow.

 3.6. AWS Textract
  • Feature: AnalyzeDocument
  • Sample: Automate invoice OCR and data output sent to Lambda for PO verification.

 3.7. DocuWare
  • Feature: Intelligent Indexing Service
  • Sample: Automate capture and indexing, initiate automated matching in workflow designer.

 3.8. Abbyy FlexiCapture
  • Feature: Invoice Project
  • Sample: Automate extraction and automated transfer to ERP via REST API.

 3.9. QuickBooks Online
  • API: receiptUpload, purchaseOrders
  • Sample: Automate invoice creation and automated cross-check with open POs for auto-approval.

 3.10. Xero
  • API: Invoices, PurchaseOrders
  • Sample: Automate ingesting supplier invoices and matching unpaid POs.

 3.11. NetSuite
  • API: vendorBill, purchaseOrder
  • Sample: Automator auto-matches new bills with PO records, flags mismatches.

 3.12. Coupa
  • API: Invoices, Purchase Orders
  • Sample: Automates invoice-to-PO matching and pushes exceptions to Coupa workflow.

 3.13. Zoho Books
  • API: Purchases API
  • Sample: Automate new bill creation and check with approved POs.

 3.14. FreshBooks
  • API: Estimate, Invoice
  • Sample: Automate cross-matching invoices with estimates/POs for automation.

 3.15. SAP Concur
  • Feature: Invoice Capture
  • Sample: Automate invoice receipt and matching with travel/PO requests.

 3.16. Kofax
  • Feature: Kofax Transformation Modules
  • Sample: Automator extracts invoice data, cross-references ERP PO data.

 3.17. Basware
  • Feature: SmartInvoice
  • Sample: Automatedly ingests XML/PDFs, matches with purchase requisitions.

 3.18. Tipalti
  • API: SupplierInvoice, PurchaseOrder
  • Sample: Automate digital invoice flow and automated PO matching.

 3.19. OnBase by Hyland
  • Feature: Workflow Designer
  • Sample: Automates capture, data extraction, and cross-references POs in ECM.

 3.20. OpenText
  • Feature: Vendor Invoice Management (VIM)
  • Sample: Automated intake and match, escalates exceptions to AP team.

 3.21. Workato
  • Connector: “Extract PDF data”, “ERP integration”
  • Sample: Automate invoice extraction and compare with database PO records.

 3.22. Make (Integromat)
  • Modules: Email, OCR, Webhooks, ERP Connectors
  • Sample: Automatedly ingest invoices, parse, and automate PO matching loop.

Benefits

 4.1. Automated invoice processing reduces manual data entry and AP errors.
 4.2. Automates compliance and procurement audit trails.
 4.3. Automator minimizes processing time for supplier payments.
 4.4. Automating escalation and error handling accelerates dispute resolution.
 4.5. Automated workflows provide full transparency for procurement teams.
 4.6. Allows end-to-end procurement to payment automation using configurable APIs and connectors.
 4.7. Achieves cost savings, faster closing cycles, improved supplier relationships, and automatedly enables audit-readiness.