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Use case

Supplier invoices read, matched and posted

Invoice processing is a well-defined problem with a clear payback: the cost per invoice before, and the cost per invoice after.

Outcomes

  • Cost per invoice reduced
  • Approvals that do not sit in an inbox
  • Early-payment discounts actually captured
  • A clean audit trail per document

Use case

Where it is used

Three-way matching

Invoice against purchase order and goods receipt.

Approval routing

Value-based rules with escalation and delegation.

Exception handling

Mismatches queued with the evidence attached.

What we deliver

  • Document extraction and validation
  • PO and receipt matching
  • Approval workflow
  • Accounting system posting
  • Spend and cycle-time reporting

Problems this solves

Invoices approved by email chain

A structured approval workflow with limits and delegation replaces forwarded messages and lost threads.

Matching done by hand

Purchase order, receipt and invoice matched automatically, with only true exceptions reaching a person.

Late payments and lost discounts

Ageing, due dates and approval SLAs are visible, so payment terms are met deliberately.

How delivery runs

  1. 01

    Observe the current process

    We watch the work as it is actually done, including the workarounds, before proposing anything.

  2. 02

    Scope the first slice

    One workflow, one team, one measurable target — chosen because it carries the most manual effort.

  3. 03

    Build and pilot

    Working software in a pilot group within weeks, running alongside the current process until the numbers agree.

  4. 04

    Roll out and switch off

    Migration, training and a dated switch-off of the old route, so two processes do not run forever.

Realistic timeline

Weeks 1–2

Document and rule analysis.

Weeks 3–7

Extraction, matching and approval workflow.

Weeks 8–11

Accounting integration and rollout.

What moves the price

Supplier document variety

Layout variety drives extraction effort; e-invoicing formats are much cheaper to handle.

Matching rules

Three-way matching with tolerances and partial deliveries is substantially more than header matching.

Accounting integration

Posting, cost centres, VAT codes and payment files each add scope.

Where projects go wrong

Automating the workaround

Rules are agreed with the people who handle today's exceptions, so we encode the correct process rather than the historic patch.

Adoption stalls

Rollout has named owners and measured usage per team; software nobody uses moves cost instead of removing it.

FAQ

Questions buyers ask

Does this replace our accounting system?+

No. It feeds it — the ledger stays where it is.

What about paper invoices?+

Scanned and processed through the same pipeline.

You already have the idea. Let's define what comes next.

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automate invoice processing