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Invoice Intelligence
End-to-end accounts payable automation. From PDF upload to approved payment in minutes.
3-Way Matching Pipeline
Automated 7-phase pipeline that matches invoices against purchase orders and goods receipts:
Phase 1: Extract
AI OCR extracts vendor name, invoice number, date, line items, amounts, tax from PDF/image.
Phase 2: Vendor Match
Fuzzy matching resolves vendor to your master vendor list (handles name variations, ABN lookup).
Phase 3: PO Match
Associates invoice to purchase order(s) by PO number, vendor, or date proximity.
Phase 4: Line Match
Item-level reconciliation — matches each invoice line to corresponding PO line by description/SKU.
Phase 5: Price Check
Verifies unit prices match PO prices within configurable tolerance (default ±2%).
Phase 6: Quantity Check
Validates received quantity vs invoiced quantity vs ordered quantity.
Phase 7: Exception Route
Discrepancies flagged and routed for human review. Clean matches auto-approve.
Upload Methods
- Manual Upload — Drag & drop PDF, PNG, JPG into the dashboard
- Email Ingestion — Forward invoices to your dedicated inbox; auto-processed
- SharePoint / S3 Watch — Monitor folders; new files auto-ingested
- API Upload — Programmatic submission via REST endpoint
Extraction Accuracy
| Field | Accuracy | Notes |
|---|---|---|
| Vendor Name | 98%+ | Fuzzy match to master list |
| Invoice Number | 99%+ | Pattern-aware extraction |
| Total Amount | 99%+ | Multi-currency support |
| Line Items | 95%+ | Complex table layouts handled |
| Dates | 98%+ | Regional format detection |
| Tax / GST | 97%+ | Tax type classification |
Exception Handling
When the 3-Way Match finds discrepancies, exceptions are generated with:
- Exception Type — Price variance, quantity mismatch, missing PO, unmatched vendor
- Severity — Critical (blocks payment), Warning (review recommended), Info (auto-resolved)
- Suggested Resolution — AI recommends action (e.g., “Price within tolerance after freight adjustment”)
- Audit Trail — Every resolution logged with approver, timestamp, notes
Duplicate Detection
Multi-signal duplicate detection prevents double-payment:
- Same invoice number + vendor within rolling window
- Same amount + date + vendor (even with different invoice numbers)
- OCR content similarity scoring (catches re-scans)
API Integration
# Upload invoice POST /api/documents/upload Content-Type: multipart/form-data Authorization: Bearer <api-key> # Check match status GET /api/matching/status/:invoiceId Authorization: Bearer <api-key> # List exceptions GET /api/matching/exceptions?status=open Authorization: Bearer <api-key>