Daily
Invoice matcher
Matches invoices to POs and receipts and flags exceptions.
Finance · Mid-market
Finance
Match invoices and prepare payment runs
Invoices are matched to POs and receipts, exceptions are flagged, and payments wait for approval.
- faster month-end close
- 4 days
- matched automatically
- 96%
- payments without approval
- 0
The problem
Why teams automate this
Month-end close is days of line-by-line matching across email, spreadsheets, and the ledger.
The run
One run, step by step
TriggerInvoice received by email
- 1Read the invoice
Vendor, amount, and line items.3s - 2Match the PO
PO and receipt, with differences flagged.6s - 3Prepare the payment
Added to the next run.2s - 4Finance approvesThe run waits for a person.—
Tools used
- Gmail
- Google Sheets
QuickBooks
Template
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