Solution
Order & Invoice Processing
Mismatched orders and unmatched invoices don't just cost time, they delay revenue and create errors that are expensive to unwind. We automate matching, approval, and posting, however orders and invoices arrive: email, EDI, a portal, or fax.
Example, not a client case study
What this can look like
This is an example, not a promise of results. Every project starts with your own workflow.
Order & Invoice Processing
Before
Orders and invoices come in through email, EDI, and a supplier portal. Someone re-types each one into the ERP, checks it against the PO by hand, and chases down mismatches by phone or email.
After
Orders and invoices are pulled in from every channel automatically, matched against open POs, and posted to the ERP when they match closely enough. Mismatches go to a person with the problem already flagged.
Approach
How it works
- 01
Intake
Orders and invoices get pulled in from email, EDI, portals, or fax, no matter the format.
- 02
Match & validate
Each one gets matched against the right PO or contract and checked for quantity, price, and terms.
- 03
Post to your system
Matches that fall within range get posted straight to your ERP or accounting system.
- 04
Exception review
Mismatches go to a person with the exact problem flagged, not a blank invoice to figure out from scratch.
Where this shows up
Signs this is your problem
- Someone manually matching invoices to POs line by line before approval
- Orders re-typed from email or fax into the ERP every day
- A month-end scramble to clear a backlog of unmatched invoices
- Missing PO numbers that need a phone call to track down
Get started
Show us how orders and invoices move through your business today.
Walk us through intake to posting for one order type or vendor, and we'll tell you what's worth automating.
We'll reach out at a time that works for you. No cost, no obligation.