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Stop matching documents by eye

Invoices, purchase orders and receipts are compared automatically, and differences are listed for finance to review. Your team moves from finding errors to resolving them.

Finance & back office

Work we can automate

  • Three-way matching

    Input

    Invoices, purchase orders, goods receipts

    Output

    Match results and a list of differences

  • Bank reconciliation

    Input

    Bank statements + receivables and payables

    Output

    Matched and unmatched items

  • Expense review

    Input

    Expense claims and receipt photos

    Output

    Policy checks and missing-receipt reminders

A typical workflow

  1. Collect documents

    Receipts and documents are read from email, shared drives or your accounting system.

  2. Extract and compare

    Amounts, quantities, tax and suppliers are extracted and compared line by line.

  3. Flag differences

    Matches are filed; differences are listed with reasons and related documents.

  4. Finance reviews

    Finance resolves and confirms exceptions. Payments are always made by a person.

    Human approval

Systems we commonly connect

  • Accounting systems (Kingdee, Yonyou, Xero and others)
  • Excel reconciliation sheets
  • Bank statement exports
  • PDF and image receipts

What you receive

  • Document extraction and matching workflow
  • Exception list template
  • Filing rules
  • Guides and training

Other solutions

Start with one repetitive task

Tell us what your team repeats every day. We’ll assess for free whether it can be automated and whether it’s worth it.

Book a free workflow assessment

Or email us at mrlin728@gmail.com