Finance
Invoice capture and posting
Supplier invoices are read from the inbox, matched to the right supplier and account, and drafted as bills in Xero or QuickBooks for a person to approve.
Automation
Finance · Automation
Purchase order and invoice matching
AI purchase order and invoice matching for AP teams
Supplier invoices are matched to purchase orders and goods received, line by line, so only mismatches need a person before payment.
01 today
The problem
Accounts staff tick invoices against purchase orders and delivery notes by hand. Short deliveries, price changes and duplicate invoices slip through. Approvers sign off without the detail, and suppliers get paid for goods that never arrived.
02 the run
What the AI does
- Step 1: Reads supplier invoices from the accounts inbox or Dext, including multi-page PDFs.
- Step 2: Finds the matching purchase order and goods receipt in Cin7, Unleashed, NetSuite or SAP Business One.
- Step 3: Compares quantities, unit prices, freight and tax line by line within your tolerances.
- Step 4: Posts clean matches to Xero or QuickBooks ready for the next payment run.
- Step 5: Sends mismatches to the buyer with the exact difference and a draft query to the supplier.
paused: waiting for a person to approve
03 human in the loop
Where a person approves
The buyer resolves every mismatch before the invoice is posted. The finance lead approves the payment run as usual.
04 after
What changes
Clean invoices flow straight through and the accounts team works only on real differences. Overpayments and duplicates get caught before the money leaves.
Results from a real build
[CASE STUDY] We only publish results we can name and check with the client.
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Agent
Tell us how your business runs. We'll tell you where AI fits.
A free 30-minute call. You talk, we ask questions, and you leave with a few concrete ideas — or an honest answer that AI isn't the right fix yet.
Working with teams in the United States, United Kingdom and Australia.