Supplier invoice validation and matching to orders

Purpose

1. Automate the end-to-end supplier invoice validation and matching process for plastic products wholesale by extracting invoice data, cross-referencing with order details, and flagging discrepancies.

2. Automates data capture from diverse formats—PDF, EDI, email, or web portals.

3. Ensures automated three-way matching against purchase orders, receipts, and contracts, reducing errors and risk of fraud.

4. Automates escalation of mismatches for human review and approval routing where parameters exceed predefined thresholds.

5. Generates compliance and audit trails by automating record storage and reporting.

Trigger Conditions

1. Automated invoice email arrives in designated procurement inbox.

2. Supplier uploads invoice to a vendor portal.

3. EDI invoice file received via FTP/SFTP/API webhook.

4. New purchase order marked “delivered” or “receivable created” in ERP or procurement platform.

Platform Variants

1. Microsoft Power Automate

• Feature/Setting: Use “When a new email arrives in shared mailbox (V2)” and “AI Builder—Extract Information from invoices.”
  

2. UiPath

• Feature/Setting: Automate “Document Understanding” for invoice data extraction and “ERP Integration” API for PO matching.
  

3. SAP Business Technology Platform

• Feature/Setting: Automate via Intelligent Invoice Management and API_TRIGGER_INVOICES endpoint.
  

4. Oracle Integration Cloud

• Feature/Setting: Use “ERP Invoice Automation” with REST API connection to financials module.
  

5. Workato

• Feature/Setting: Use “Automate Invoice Extraction” and “PO Line Matching” with recipe triggers for supplier email.
  

6. Zapier

• Feature/Setting: Automate “New Attachment in Gmail” trigger with Docparser + “Find Record in ERP” actions.
  

7. Boomi

• Feature/Setting: Use “File Inbound Connector” (for EDI/PDF) and “Business Rules” for data validity automation.
  

8. TIBCO Cloud Integration

• Feature/Setting: Use “Automated File Gateway” and “Service Orchestration” for three-way matching workflow.
  

9. MuleSoft

• Feature/Setting: Configure “CloudHub Listener” and use DataWeave for automated invoice and PO mapping.
  

10. Kofax AP Agility

• Feature/Setting: “Document Automation” for OCR extraction and “Workflow Bot” for validation/matching.
  

11. ABBYY FlexiCapture

• Feature/Setting: “Automated Data Capture” and “Export to ERP via API” for automating matching logic.
  

12. DocuWare

• Feature/Setting: “Intelligent Indexing” and “Workflow Automation” for invoice–order matching.
  

13. Coupa

• Feature/Setting: “InvoiceSmash” for automated data capture, and “Coupa API” for PO validation.
  

14. Basware

• Feature/Setting: “Automated Invoice Matching” and “Touchless Processing” API configuration.
  

15. QuickBooks Online

• Feature/Setting: “Automated Bill Upload” via API and “Match Bill to PO” using the auto-matching feature.
  

16. Xero

• Feature/Setting: “Files API” for invoice ingestion, “Purchase Orders API” for automated PO cross-check.
  

17. NetSuite

• Feature/Setting: “SuiteFlow” Process Automation for invoice-to-PO matching, use SuiteTalk API for data sync.
  

18. Kissflow

• Feature/Setting: “Procurement Cloud Automation—Invoice Matching” module for automating checks.
  

19. Esker

• Feature/Setting: “Supplier Invoice Automation” and “ERP Connector” for PO/invoice reconciliation.
  

20. Infor

• Feature/Setting: “Infor ION Workflow Automation” for automated validation and matching logic.
  

21. Tipalti

• Feature/Setting: “Invoice Automation” function and “PO Matching Rules” configuration.
  

22. PandaDoc

• Feature/Setting: “Document Automation” for invoice parsing, and “Custom Webhook” for validation in ERP.
  

23. SAP Ariba

• Feature/Setting: “Invoice Management Automation” configuration and “Open APIs” for automated PO matching.
  

24. Smartsheet

• Feature/Setting: “Document Automation” + “Data Shuttle” for automating extraction and mapping workflows.
  

Benefits

1. Automatedly reduces manual data entry, accelerating processing time.

2. Automates error detection, improving invoice-to-order accuracy and consistency.

3. Reduces fraud and duplicate payments with automated multi-point validations.

4. Automates compliance with industry and company policies by enforcing workflow rules.

5. Delivers scalable, automatable workflows to easily adapt as the business grows.

6. Enhances supplier relationships by automating timely, accurate payments and dispute resolution.