Accounts Payable 3-Way Match AI Agent — Auto-Match POs, Receipts & Invoices. Flag Every Discrepancy Before Payment.

The Problem

Every invoice needs a PO and a goods receipt
before it gets paid. Someone has to check all three.

For a mid-size company processing 200 invoices a week, that’s someone’s entire job. And when the amounts don’t match — wrong quantity shipped, duplicate invoice, price that changed since the PO — those exceptions get lost in email threads.

📄

Purchase Order

What you agreed to pay

📦

Goods Receipt

What you actually received

🧾

Vendor Invoice

What they’re charging you

⚠

Pay or Flag

All three must agree

⚠  What lands in AP’s inbox

🧾 INV-4473 — Acme Supplies LLCINVOICE

⚠ Invoice is $33,600. PO was $31,200. Where’s the $2,400 from?

📄 PO-2024-0843 — approvedPO

⚠ Partial receipt on file — only 80% of goods received.

📦 INV-4476 — possible duplicateDUPLICATE?

⚠ Same vendor, same amount as INV-4461 paid 3 weeks ago.

⟶

✓  What the AI agent does

3-Way Match Result — INV-4473 (Acme Supplies)

PO-2024-0843 amount$31,200Found

Goods receipt statusPartial — 80%Flag ⚠

Invoice amount$33,600Over PO

Variance+$2,400 (7.7%)Discrepancy

Duplicate checkNo match foundClear

            HOLD — Do not pay.Routed to CFO for approval with variance detail.
          

        ▪  Clean invoices are auto-approved and pushed to payment. Only exceptions reach a human — with full context already attached.
      

● Interactive Demo — AP Batch Processing

Watch the AI work through a real AP queue — 6 invoices across 3 vendors. Click any invoice to see the match detail, or hit Run Demo to process all six.

AP Automation · Weekly Batch · Acme Corp · 6 Invoices Pending

This week’s invoice queue — 6 invoices waiting to be matched and paid

The AI agent watches your AP inbox and your ERP system. The moment an invoice arrives — email attachment, vendor portal upload, or EDI feed — it pulls the matching PO and goods receipt and begins the comparison automatically. Click any invoice to see it work.

Invoices

Auto-Approve

Flagged

$76,850

Total Value

Acme Supplies LLC

INV-4473 · PO-2024-0843 · received Tuesday

INV

$33,600

Pending

Midwest Office Solutions

INV-9201 · PO-2024-0838 · received Monday

INV

$8,750

Pending

TechStream Services Inc.

INV-2847 · PO-2024-0840 · received Wednesday

INV

$12,400

Pending

Acme Supplies LLC

INV-4476 · possible duplicate · received Thursday

INV

DUPE?

$5,600

Pending

Pinnacle Logistics Co.

INV-7734 · PO-2024-0844 · received Thursday

INV

$10,200

Pending

Cornerstone Industrial

INV-0552 · PO-2024-0845 · received Friday

INV

$6,300

Pending

💡 Connects directly to SAP, NetSuite, QuickBooks, Bill.com, or Tipalti. Invoices are matched the moment they enter the system — whether they come in by email, vendor portal, or EDI feed.

CONNECTS TO ▪ SAP ▪ NetSuite ▪ QuickBooks ▪ Bill.com ▪ Tipalti Outlook

Outlook

BUILT WITH Claude

Claude AI

n8n

Make.com

The AI reads the invoice and matches it against the PO and goods receipt

Left: the actual invoice as received. Right: the AI pulling the matching PO from your ERP, checking the goods receipt, comparing every line item, calculating variance, and checking for duplicates. Select an invoice below.

Vendor invoice — as received

INV-4473INVOICE PDF

AI match result

Comparing PO → GR → Invoice

Ready

Select an invoice above to watch the AI match it.

Match results across all 6 invoices

4 invoices matched cleanly and are queued for auto-payment. 2 are flagged and held — one for a price variance, one as a potential duplicate. No human touched the clean ones.

Acme Supplies LLC — INV-4473

$33,600⚠ Flagged — Hold Payment

PO Amount$31,200✓ received 80%$33,600 invoiced⚠

Variance—Partial GR+$2,400 over PO✗

Invoice exceeds PO by $2,400 (7.7%) and goods receipt is partial. Do not pay until variance explained and full delivery confirmed.

▶ Routed to: CFO for approval · Vendor notified automatically

Midwest Office Solutions — INV-9201

$8,750✓ Matched — Auto-Approved

PO Amount$8,750✓ received 100%$8,750 invoiced✓

Duplicate Check——No prior match✓

✓ Queued for payment · Pushed to NetSuite automatically

TechStream Services Inc. — INV-2847

$12,400✓ Matched — Auto-Approved

PO Amount$12,400✓ received 100%$12,400 invoiced✓

✓ Queued for payment · Pushed to SAP automatically

Acme Supplies LLC — INV-4476

$5,600⚠ Flagged — Possible Duplicate

Prior PaymentINV-4461$5,600Paid 3 wks ago⚠

Possible duplicate — same vendor, same amount as INV-4461 paid January 8th. Holding for AP manager review.

▶ Routed to: AP Manager · Vendor notified automatically

Pinnacle Logistics Co. — INV-7734

$10,200✓ Matched — Auto-Approved

PO Amount$10,200✓ received 100%$10,200 invoiced✓

✓ Queued for payment · Pushed to QuickBooks automatically

Cornerstone Industrial — INV-0552

$6,300✓ Matched — Auto-Approved

PO Amount$6,300✓ received 100%$6,300 invoiced✓

✓ Queued for payment · Pushed to Bill.com automatically

What gets routed to a human — and why

Only 2 of 6 invoices need human attention this week. Both came with full context — the variance amount, the relevant PO, the prior payment record — already attached. Your AP team and CFO spend 10 minutes, not 4 hours.

Price variance — Invoice exceeds PO

Hold

INV-4473 from Acme Supplies is $2,400 over the approved PO amount. Goods receipt is also partial — only 80% of the order was confirmed received. Neither condition alone would clear for payment, and both are present here.

Do not pay until Acme provides a valid change order or the PO is amended.

▶ Routed to: CFO · Vendor auto-notified · AP record updated

Possible duplicate payment

Hold

INV-4476 from Acme Supplies matches INV-4461 exactly — same vendor, same amount, no new PO reference. INV-4461 was paid on January 8th. This is either a resubmission or a billing error.

Hold for AP Manager confirmation before any action.

▶ Routed to: AP Manager · Prior payment record attached

4 invoices auto-approved — no action needed

Cleared

Midwest, TechStream, Pinnacle, and Cornerstone invoices all matched their POs exactly, with full goods receipts confirmed. All four were pushed directly to the payment queue in the respective ERP systems.

$37,650 queued for payment. No human review required.

✓ Pushed to SAP, NetSuite, QuickBooks, Bill.com

How exception routing works

Note

Every exception is routed based on rules you define — price variances over a threshold go to the CFO, duplicate checks go to the AP manager, missing POs go to the department head. Every routing includes the full match detail, not just a flag.

Routing rules are fully configurable per your approval policy.

The AI sends the weekly AP summary to your CFO and AP manager

After every batch run, the AI drafts and sends a summary covering what was auto-approved, what was held, and what needs action. Your leadership team sees the full picture in one email, not a spreadsheet.

Outlook · AI-generated AP summary

ap-agent@acmecorp.com

j.morrison@acmecorp.com, l.chen@acmecorp.com

SUBJECT

AP Weekly Batch — 4 Auto-Approved, 2 Require Action — Jan 27

📄  Match Results.xlsx  ·  Exception Detail.pdf  ·  Vendor Response Drafts.docx

How it works

Three steps. Fully automated.

From invoice received to ERP updated — clean ones paid automatically, exceptions routed with full context.

📤

Step 1

Invoice arrives — email, portal, or EDI

The agent watches your AP inbox and ERP system. Invoices from Outlook, vendor portals, or EDI feeds are picked up automatically. It then pulls the matching PO and goods receipt directly from SAP, NetSuite, QuickBooks, Bill.com, or Tipalti.

Orchestrated by n8n or Make.com — the automation layer that connects your inbox and ERP to the AI.

▪

→

🤖

Step 2

AI matches all three documents and flags any variance

Claude AI compares PO price and quantity, goods receipt confirmation, and invoice amount line by line. It checks for price variances, quantity mismatches, partial receipts, and duplicate submissions — and calculates the variance in dollars.

Replaces manual AP matching — the task that takes 40% of your AP team’s week.

→

✅

Step 3

Clean invoices pay. Exceptions route to the right person.

Matched invoices are pushed directly to the payment queue in your ERP — SAP, NetSuite, Bill.com, or Tipalti. Exceptions are routed to the CFO or AP manager in Outlook with the full variance detail attached — no one has to go digging.

Routing thresholds are fully configurable — you define what goes to whom at what dollar amount.

▪

The Problem

Every invoice needs a PO and a goods receipt
before it gets paid. Someone has to check all three.

📄

Purchase Order

What you agreed to pay

📦

Goods Receipt

What you actually received

🧾

Vendor Invoice

What they’re charging you

⚠

Pay or Flag

All three must agree

⚠  What lands in AP’s inbox

🧾 INV-4473 — Acme Supplies LLCINVOICE

⚠ Invoice is $33,600. PO was $31,200. Where’s the $2,400 from?

📄 PO-2024-0843 — approvedPO

⚠ Partial receipt on file — only 80% of goods received.

📦 INV-4476 — possible duplicateDUPLICATE?

⚠ Same vendor, same amount as INV-4461 paid 3 weeks ago.

⟶

✓  What the AI agent does

3-Way Match Result — INV-4473 (Acme Supplies)

PO-2024-0843 amount$31,200Found

Goods receipt statusPartial — 80%Flag ⚠

Invoice amount$33,600Over PO

Variance+$2,400 (7.7%)Discrepancy

Duplicate checkNo match foundClear

            HOLD — Do not pay.Routed to CFO for approval with variance detail.
          

        ▪  Clean invoices are auto-approved and pushed to payment. Only exceptions reach a human — with full context already attached.
      

● Interactive Demo — AP Batch Processing

Watch the AI work through a real AP queue — 6 invoices across 3 vendors. Click any invoice to see the match detail, or hit Run Demo to process all six.

AP Automation · Weekly Batch · Acme Corp · 6 Invoices Pending

This week’s invoice queue — 6 invoices waiting to be matched and paid

Invoices

Auto-Approve

Flagged

$76,850

Total Value

Acme Supplies LLC

INV-4473 · PO-2024-0843 · received Tuesday

INV

$33,600

Pending

Midwest Office Solutions

INV-9201 · PO-2024-0838 · received Monday

INV

$8,750

Pending

TechStream Services Inc.

INV-2847 · PO-2024-0840 · received Wednesday

INV

$12,400

Pending

Acme Supplies LLC

INV-4476 · possible duplicate · received Thursday

INV

DUPE?

$5,600

Pending

Pinnacle Logistics Co.

INV-7734 · PO-2024-0844 · received Thursday

INV

$10,200

Pending

Cornerstone Industrial

INV-0552 · PO-2024-0845 · received Friday

INV

$6,300

Pending

CONNECTS TO ▪ SAP ▪ NetSuite ▪ QuickBooks ▪ Bill.com ▪ Tipalti Outlook

Outlook

BUILT WITH Claude

Claude AI

n8n

Make.com

The AI reads the invoice and matches it against the PO and goods receipt

Vendor invoice — as received

INV-4473INVOICE PDF

AI match result

Comparing PO → GR → Invoice

Ready

Select an invoice above to watch the AI match it.

Match results across all 6 invoices

4 invoices matched cleanly and are queued for auto-payment. 2 are flagged and held — one for a price variance, one as a potential duplicate. No human touched the clean ones.

Acme Supplies LLC — INV-4473

$33,600⚠ Flagged — Hold Payment

PO Amount$31,200✓ received 80%$33,600 invoiced⚠

Variance—Partial GR+$2,400 over PO✗

Invoice exceeds PO by $2,400 (7.7%) and goods receipt is partial. Do not pay until variance explained and full delivery confirmed.

▶ Routed to: CFO for approval · Vendor notified automatically

Midwest Office Solutions — INV-9201

$8,750✓ Matched — Auto-Approved

PO Amount$8,750✓ received 100%$8,750 invoiced✓

Duplicate Check——No prior match✓

✓ Queued for payment · Pushed to NetSuite automatically

TechStream Services Inc. — INV-2847

$12,400✓ Matched — Auto-Approved

PO Amount$12,400✓ received 100%$12,400 invoiced✓

✓ Queued for payment · Pushed to SAP automatically

Acme Supplies LLC — INV-4476

$5,600⚠ Flagged — Possible Duplicate

Prior PaymentINV-4461$5,600Paid 3 wks ago⚠

Possible duplicate — same vendor, same amount as INV-4461 paid January 8th. Holding for AP manager review.

▶ Routed to: AP Manager · Vendor notified automatically

Pinnacle Logistics Co. — INV-7734

$10,200✓ Matched — Auto-Approved

PO Amount$10,200✓ received 100%$10,200 invoiced✓

✓ Queued for payment · Pushed to QuickBooks automatically

Cornerstone Industrial — INV-0552

$6,300✓ Matched — Auto-Approved

PO Amount$6,300✓ received 100%$6,300 invoiced✓

✓ Queued for payment · Pushed to Bill.com automatically

What gets routed to a human — and why

Price variance — Invoice exceeds PO

Hold

Do not pay until Acme provides a valid change order or the PO is amended.

▶ Routed to: CFO · Vendor auto-notified · AP record updated

Possible duplicate payment

Hold

INV-4476 from Acme Supplies matches INV-4461 exactly — same vendor, same amount, no new PO reference. INV-4461 was paid on January 8th. This is either a resubmission or a billing error.

Hold for AP Manager confirmation before any action.

▶ Routed to: AP Manager · Prior payment record attached

4 invoices auto-approved — no action needed

Cleared

$37,650 queued for payment. No human review required.

✓ Pushed to SAP, NetSuite, QuickBooks, Bill.com

How exception routing works

Note

Routing rules are fully configurable per your approval policy.

The AI sends the weekly AP summary to your CFO and AP manager

Outlook · AI-generated AP summary

[email protected]

[email protected], [email protected]

SUBJECT

AP Weekly Batch — 4 Auto-Approved, 2 Require Action — Jan 27

📄  Match Results.xlsx  ·  Exception Detail.pdf  ·  Vendor Response Drafts.docx

How it works

Three steps. Fully automated.

From invoice received to ERP updated — clean ones paid automatically, exceptions routed with full context.

📤

Step 1

Invoice arrives — email, portal, or EDI

Orchestrated by n8n or Make.com — the automation layer that connects your inbox and ERP to the AI.

▪

→

🤖

Step 2

AI matches all three documents and flags any variance

Replaces manual AP matching — the task that takes 40% of your AP team’s week.

→

✅

Step 3

Clean invoices pay. Exceptions route to the right person.

Routing thresholds are fully configurable — you define what goes to whom at what dollar amount.

▪

AP 3-Way Match AI Agent — Auto-Matches Every PO, Receipt & Invoice Before a Dollar Goes Out

Every invoice needs a PO and a goods receipt
before it gets paid. Someone has to check all three.

Three steps. Fully automated.

AP automation platforms charge $20k–$60k/yr.
Or you build it once and own it.

AP 3-Way Match AI Agent — Auto-Matches Every PO, Receipt & Invoice Before a Dollar Goes Out

Every invoice needs a PO and a goods receipt
before it gets paid. Someone has to check all three.

Three steps. Fully automated.

AP automation platforms charge $20k–$60k/yr.
Or you build it once and own it.

AP 3-Way Match AI Agent — Auto-Matches Every PO, Receipt & Invoice Before a Dollar Goes Out

Every invoice needs a PO and a goods receiptbefore it gets paid. Someone has to check all three.

Three steps. Fully automated.

AP automation platforms charge $20k–$60k/yr.Or you build it once and own it.

AP 3-Way Match AI Agent — Auto-Matches Every PO, Receipt & Invoice Before a Dollar Goes Out

Every invoice needs a PO and a goods receiptbefore it gets paid. Someone has to check all three.

Three steps. Fully automated.

AP automation platforms charge $20k–$60k/yr.Or you build it once and own it.

Every invoice needs a PO and a goods receipt
before it gets paid. Someone has to check all three.

AP automation platforms charge $20k–$60k/yr.
Or you build it once and own it.

Every invoice needs a PO and a goods receipt
before it gets paid. Someone has to check all three.

AP automation platforms charge $20k–$60k/yr.
Or you build it once and own it.