Purchase invoice matching for supplier payments

Purpose

1. Automate supplier invoice matching to streamline accounts payable, reducing manual work, errors, and payment delays.

2. Automate the extraction, validation, and reconciliation of purchase invoices with related delivery notes, purchase orders, and payment schedules.

3. Automates detection of discrepancies between ordered, received, and invoiced quantities for garage door and related construction material orders.

4. Automatedly notifies finance teams of unmatched invoices for resolution and tracks approval workflows.

5. Automator eliminates duplicate payments and enforces compliance with agreed supplier terms.

Trigger Conditions

1. Incoming supplier purchase invoice document by email, EDI, or upload.

2. New entry in accounts payable system awaiting invoice match.

3. Scheduled batch automation for daily/weekly invoice reconciliation.

4. Change detected in delivery note or purchase order records.

5. Manual trigger by an accounts payable team member via dashboard.

Platform Variants

1. SAP S/4HANA

• Feature/Setting: Automate Invoice Management—Configure Central Invoice Management API for two-way and three-way matching.
  

2. Oracle NetSuite

• Feature/Setting: Automate Workflow—Enable SuiteFlow for automated invoice-to-PO matching.
  

3. Sage Intacct

• Feature/Setting: AP Automation—Configure Vendor Invoice Matching via API integration.
  

4. QuickBooks Online

• Feature/Setting: Automate Bill Matching—Enable Bills API with automated cross-check to open purchase orders.
  

5. Xero

• Feature/Setting: Xero API—Automate invoice entry retrieval and PO linkage.
  

6. Microsoft Dynamics 365 Business Central

• Feature/Setting: Automate Matching Workflow—Utilize Purchase Invoice API with automated PO/reception line checks.
  

7. Zoho Books

• Feature/Setting: Automate Bills Endpoint—Configure automated PO-invoice reconciliation via developer API.
  

8. Odoo

• Feature/Setting: Purchase and Invoicing Automation—Enable Automated Invoice Matching in Accounting Settings.
  

9. FreshBooks

• Feature/Setting: Automate Vendor Bill Matching—API configuration for purchase and invoice connection.
  

10. Abbyy FlexiCapture

• Feature/Setting: Automate Invoice OCR—Configure document automation for extraction and matching rules.
  

11. Basware

• Feature/Setting: Automated Matching Engine—Integrate with ERP for three-way automated matching.
  

12. Coupa

• Feature/Setting: InvoiceSmash API—Automate invoice ingestion and PO comparison.
  

13. Tipalti

• Feature/Setting: AP Automation Module—Configure invoice import and automated PO matching.
  

14. Bill.com

• Feature/Setting: Automated Invoice Match—Enable Automated Approvals with Bill Sync API.
  

15. SAP Concur

• Feature/Setting: Invoice Automation—Configure and automate invoice capture and line-item matching.
  

16. M-Files

• Feature/Setting: Automated Metadata Matching—Workflow for matching invoices to purchase documents.
  

17. Yooz

• Feature/Setting: Smart Automation Engine—Configure auto-matching of invoices and digital PO uploads.
  

18. Kofax

• Feature/Setting: ReadSoft Automation—Document Intelligence for invoice data extraction and matching.
  

19. Stampli

• Feature/Setting: AP Automation Platform—Configure automated invoice matching rule engine.
  

20. Kissflow

• Feature/Setting: Automated Invoice Processes—API and built-in connector for matching and approvals.
  

21. Airbase

• Feature/Setting: Invoice Automation—AP automation for matching and exception routing.
  

22. Esker

• Feature/Setting: Accounts Payable Suite—Automate matching workflows with invoice capture and PO validation API.
  

Benefits

1. Automates the end-to-end invoice matching process, eliminating manual data entry.

2. Accelerates supplier payment cycles and automatedly enforces policy compliance.

3. Reduces human errors, duplicate payments, and automates fraud detection.

4. Enhances visibility across the payables process through real-time automation dashboards.

5. Scalable, automator-driven handling of growing transaction volumes.

6. Frees finance staff for higher-value activities, automatedly supporting business growth.

7. Increases supplier satisfaction and trust through timely, automated payments.