Automated three-way matching of invoice, order, and delivery

Purpose

 1.1. Automates the three-way matching process in Mexican grocery retail: matching invoices, purchase orders, and delivery receipts for Mexican food products.
 1.2. Automates identification of mismatches, discrepancies, and approvals in supplier and order management for compliance and fraud prevention.
 1.3. Automating auditing, payment authorization, and reconciliation between orders (what was ordered), delivery (what was received), and invoice (what was billed).
 1.4. Facilitates error reduction, financial accuracy, and supplier trust via workflow automation.

Trigger Conditions

 2.1. Automated receipt of invoice document via email, portal, or EDI.
 2.2. Automatic reception of delivery note upon goods received in inventory management system.
 2.3. Automated creation or update of purchase order record in ERP or procurement platform.
 2.4. Status update or webhook trigger from any connected supply chain system.
 2.5. Automator triggers on scheduled polling or real-time event notification.

Platform Variants

 3.1. SAP S/4HANA
  • Feature: API_PURCHASEORDER_PROCESS_SRV (detect PO creation/update); automated by event trigger.
 3.2. Oracle NetSuite
  • Feature: SuiteTalk API — PurchaseOrder, ItemReceipt, VendorBill records; automatedly monitors record changes.
 3.3. Microsoft Dynamics 365 Supply Chain
  • Feature: Data Events — automate on “Purchase Order Confirmed” and “Vendor Invoice Posted.”
 3.4. QuickBooks Online
  • Feature: Webhooks API — automated when new Bill or PurchaseOrder is created.
 3.5. Xero
  • Feature: Accounting API — automate when new Invoices/Bills and PurchaseOrders are created.
 3.6. SAP Ariba
  • Feature: Integration API — event notification whenever order or invoice is posted.
 3.7. FreshBooks
  • Feature: Automated webhook on invoice and estimate creation.
 3.8. Coupa
  • Feature: Open API, automate via invoice and PO webhook subscriptions.
 3.9. Zoho Books
  • Feature: API automator watches Invoices and Purchase Orders.
 3.10. Odoo
  • Feature: REST API event triggers on purchase_order, stock.picking, and account.move.
 3.11. Bill.com
  • Feature: Automated system triggers on bill added, PO attached, payment approval.
 3.12. TradeGecko (QuickBooks Commerce)
  • Feature: API webhook automates on order placed/received/invoiced.
 3.13. Square
  • Feature: Inventory and Orders API; automate fulfillment and payment actions.
 3.14. Shopify
  • Feature: Admin API — webhook for Order Created/Updated for supplier orders.
 3.15. Trello
  • Feature: Power-Up or webhook triggers on board/card updates per PO/Invoice.
 3.16. Google Sheets
  • Feature: Google Apps Script triggers on row changes for automated matching logic.
 3.17. Airtable
  • Feature: Airtable Automation; triggers on record added to Orders, Invoices, or Deliveries table.
 3.18. DocuSign
  • Feature: eSignature Envelope webhook automates invoice or PO approvals.
 3.19. Mailparser
  • Feature: Parsing rule automator extracts invoice/PO data from email; pushes to database.
 3.20. Zapier
  • Feature: Multi-step automation to fetch, cross-reference, and match PO, delivery, invoice data.
 3.21. Slack
  • Feature: Incoming Webhook automates notifications for unresolved matches.
 3.22. Docparser
  • Feature: Parsing rule automator extracts structured delivery note/invoice for matching.

Benefits

 4.1. Automates error-prone manual checks, saving processing time and reducing human error.
 4.2. Automates early detection of inconsistencies, helping avoid payment and reconciliation delays.
 4.3. Automating matching ensures compliance with audit, supplier, and company procurement policies.
 4.4. Automated workflow enables large transaction volumes and rapid scaling with minimal extra resource.
 4.5. Creates audit trail automatically, providing transparency and improved trust with vendors.
 4.6. Automator reduces fraud risk by flagging mismatches and enforcing approval chains.
 4.7. Automates payment readiness only on full match, reducing overpayments and duplicate payments.