Automated invoice matching with delivery notes

Purpose

1.1. Automate the matching of supplier invoices with delivery notes to ensure accurate procurement and inventory reconciliation, reducing manual work and error rates.
1.2. Automates validation of payments against delivered goods for improved financial accuracy in mold maker operations.
1.3. Automating identification of discrepancies between invoiced and delivered items, supporting compliance and audits.
1.4. Streamlines cross-referencing processes for procurement, logistics, and finance, driving business automation savings.

Trigger Conditions

2.1. New supplier invoice received via email, cloud storage, or ERP system.
2.2. New delivery note uploaded, scanned, or entered in inventory/procurement system.
2.3. Scheduled automation runs (e.g. nightly batch for daily transactions).
2.4. Manual trigger by staff to validate unmatched records.

Platform Variants

3.1. SAP
• API: /InvoiceMatching or SAP IDoc interface
• Configuration: Automate extraction of PO, invoice, and delivery note for automated three-way match.
3.2. Oracle NetSuite
• Feature: SuiteScript API for transaction processing
• Configuration: Automate matching logic on Purchase Order and Receiving records.
3.3. Microsoft Dynamics 365 Business Central
• Feature: API endpoints for Purchase Invoices and Receipts
• Configuration: Automating workflow to compare invoice lines to posted receipts.
3.4. QuickBooks Online
• API: /invoices, /purchase-orders, /receipts
• Configuration: Automated sync to match invoice and receipt data.
3.5. Xero
• API: /Invoices, /Receipts
• Configuration: Automates comparison using invoice and delivery note details.
3.6. Zoho Books
• API: /invoices, /purchaseorders, /goodsreceipts
• Configuration: Automator to cross-check invoice entries and delivery notes.
3.7. Odoo
• Model: account.move, stock.picking
• Configuration: Automated scheduled action for invoice-delivery note matching.
3.8. Sage Intacct
• API: APBILL, PODOCUMENT endpoints
• Configuration: Automates logic to match bills and delivery confirmation documents.
3.9. FreshBooks
• API: /invoices, /expenses, custom fields
• Configuration: Automating cross-lookup for invoice and goods received.
3.10. Coupa
• API: /invoices, /receipts
• Configuration: Automates comparison triggers on document upload events.
3.11. DocuWare
• Feature: Intelligent Indexing Workflow Automation
• Configuration: Automates document capture and 2- or 3-way matching.
3.12. Kofax
• API: Cognitive Document Automation
• Configuration: Automating OCR for invoice and delivery note extraction.
3.13. ABBYY FlexiCapture
• Feature: Invoice and Delivery Note Capture
• Configuration: Automated extraction and matching of structured fields.
3.14. SAP Ariba
• API: /invoices, /receipts
• Configuration: Automates matching inside procurement workflows.
3.15. Basware
• API: Invoice Matching Service
• Configuration: Automatically triggers matching process upon document import.
3.16. Esker
• Feature: Accounts Payable Automation APIs
• Configuration: Automator for real-time invoice-delivery note pairing.
3.17. Tipalti
• API: /Payables
• Configuration: Automates cross-check of payable invoices with delivery confirmation.
3.18. Kissflow
• Feature: Workflow Automation
• Configuration: Automated rules for 2-way or 3-way matching process.
3.19. SAP Business One
• Service Layer: Purchase Invoice/Delivery API
• Configuration: Automating inventory receipts matched to invoice documents.
3.20. Google Workspace (Sheets, Gmail)
• Apps Script: Automated OCR, email parsing, cross-sheet lookups
• Configuration: Automates invoice and delivery note comparison via custom scripts.
3.21. Microsoft Power Automate
• Connectors: SharePoint, Outlook, Excel, ERP APIs
• Configuration: Automating logic for document intake, data parsing, and record matching.
3.22. UiPath
• Activity: Document Understanding, Data Validation
• Configuration: Automator to extract invoice/delivery note data and perform rule-based matching.
3.23. Blue Prism
• Object: Invoice Data Extraction, Matching Logic
• Configuration: Automated batch process for invoice-to-delivery pairing.

Benefits

4.1. Eliminates manual matching, automating error-prone tasks and boosting efficiency.
4.2. Automates risk reduction by ensuring no payment without goods received.
4.3. Supports compliance with automated audit trails and document logs.
4.4. Accelerates month-end close with automatic reconciliation of procurement data.
4.5. Enables scalable automation for higher transaction volumes in mold making procurement.