Three-way document match
Match purchase orders, goods receipts and invoices line by line.
AI-ASSISTED AUTOMATION · Finance & Accounting
Match orders, receipts and invoices before payment.
Compare purchase orders, goods receipts and invoice lines to surface discrepancies before payment.
- Match purchase orders, goods receipts and invoices line by line.
- Route discrepancies for approval.
- Report unmatched items and required approvals before payment.
Tell us what you need; we will define the scope and setup steps with you.
Explore the workflowPurchase Order, Receipt & Invoice MatchingExample workspace
Match purchasing evidence before paymentIllustrative workspace
A supplier invoice lacks a goods receipt
Purchase order, warehouse receipt and invoice evidenceReview draft
- Input
- Purchase order, receipt and invoice lines
- Action / check
- Compare items, quantities and receipt evidence
- Output
- A gap and discrepancy list before payment approval
Three-way document match
Line-level variance checks
KEY FEATURES
What this product will handle for your team.
Practical capabilities with a clear role in your workflow.
Line-level variance checks
Route discrepancies for approval.
Authorized exception review
Report unmatched items and required approvals before payment.
USE CASES
How could this fit your day-to-day work?
Explore the need, the proposed approach and your team's role.
SELECTED USE CASE
An invoice line exceeds the purchase order
- 01THE NEED
A supplier invoice lists a larger quantity than the purchase order.
- 02AI APPROACH
Match order, receipt and invoice lines by item and unit, then send variances for review.
- 03NEXT STEP
Deliverable: Purchase order–receipt–invoice match report. Success metric: Three-way matching exception rate.
SELECTED USE CASE
An invoice without receipt evidence
- 01THE NEED
A supplier invoice exists without a matching goods receipt.
- 02AI APPROACH
Do not treat an invoice without receipt evidence as matched; request the missing confirmation from the receiving owner.
- 03NEXT STEP
Deliverable: An invoice line held from approval pending receipt evidence.
YOUR QUESTIONS
What to know before implementation.
Review the product scope, connection requirements and approval points.
How does this solution work?
Mismatch between purchase orders, receipts and invoices creates overpayment risk.
Source and need
A supplier invoice lists a larger quantity than the purchase order.
Can quantities with different units be reconciled?
Configured unit conversions and tolerances can be used; unresolved variances go to review.
What is included in the scope and outputs?
Deliverable: Purchase order–receipt–invoice match report. Success metric: Three-way matching exception rate.
Deliverable: An invoice line held from approval pending receipt evidence.
Payment actions and ledger postings require approval in the authorized system or by designated staff.
How do quoting, setup and connections work?
Let’s define the scope together.
Workflow setup, integration assessment for suitable systems, testing, monitoring and ongoing management. Core deliverable: Purchase order–receipt–invoice match report.
ERP purchase orders, goods receipt notes, e-invoices and approvals
Which steps belong to AI and your team?
Analysis and workflow
Match order, receipt and invoice lines by item and unit, then send variances for review.
Proposed output
Deliverable: Purchase order–receipt–invoice match report. Success metric: Three-way matching exception rate.
Team review
Authorization, approval steps and exception owners are agreed with your team during setup.
Business rules
Payment actions and ledger postings require approval in the authorized system or by designated staff.
How are data, access and security handled?
Your information is collected to review your request and contact you about it. This form does not collect marketing permission. Please do not share sensitive personal information.
What data and systems are needed for three-way document match?
Setup reviews access to ERP purchase orders, goods receipt notes, e-invoices and approvals. Data scope, permissions and transfer methods depend on the client environment; a ready-made connector is not assumed.
OTEMATIK · NEXT STEP
Let’s define the right scope for your business.
Share your current process and required connections. Our team will help define the implementation scope and next steps.