AI Agent

Three-Way Match AI Agent

Stop paying for goods you never received or invoices that don't match

99.9% accuracy. Zero manual work. That's three-way matching done right. AI agents that automatically reconcile POs, receipts, and invoices in seconds instead of hours.

Benefits

End Manual Invoice Matching Forever

Manual three-way matching costs $15 per invoice and takes 20 minutes each. One mismatch means hours of investigation. The Three-Way Match Agent automatically validates POs against receipts and invoices, flagging discrepancies instantly.

85%

Faster invoice processing

99.9%

Match accuracy rate

Zero

Payment errors

Agentic Flows

Complete Purchase-to-Pay Validation

Automated matching workflow: PO data extraction, goods receipt verification against PO quantities, invoice validation against both documents, variance calculation and threshold checking, exception routing with discrepancy details, and approval workflow integration.

How it works

Intelligent Document Reconciliation

The agent extracts data from POs, goods receipts, and invoices using OCR with 99% field accuracy. It cross-references quantities, prices, and terms automatically, routing exceptions to AP staff with full context for rapid resolution.

Self-learning agents

The agent improves with every task, adapting to outcomes, applying feedback, and self-correcting using Constitutional AI.

Upto 98% accuracy

As a result of constant feedback loops, Beam AI Agents refine their approach with every cycle, leading to 98% accuracy across flows.

Smart model switching

We call it ModelMesh. Each agent selects the right model for the task, balancing speed, accuracy, and cost in real time.

Extract order number, seller information, delivery information, and payment details from the uploaded order forms.

Completed

ID-0E48

Extract order number, seller information, delivery information, and payment details from the uploaded order forms.

Completed

ID-0E48

Extract order number, seller information, delivery information, and payment details from the uploaded order forms.

Completed

ID-0E48

Self-learning agents

The agent improves with every task, adapting to outcomes, applying feedback, and self-correcting using Constitutional AI.

Upto 98% accuracy

As a result of constant feedback loops, Beam AI Agents refine their approach with every cycle, leading to 98% accuracy across flows.

Smart model switching

We call it ModelMesh. Each agent selects the right model for the task, balancing speed, accuracy, and cost in real time.

Extract order number, seller information, delivery information, and payment details from the uploaded order forms.

Completed

ID-0E48

Extract order number, seller information, delivery information, and payment details from the uploaded order forms.

Completed

ID-0E48

Extract order number, seller information, delivery information, and payment details from the uploaded order forms.

Completed

ID-0E48

Integrations

Connects to Your Finance Stack

Native integration with SAP, Oracle NetSuite, Microsoft Dynamics, Coupa, and Ariba for PO data. Direct connections to receiving systems and invoice capture tools. REST APIs for custom ERP and procurement platforms.

Implementation

Live in 2 Weeks

Quick deployment with your existing ERP. Configure matching rules, set tolerance thresholds, connect invoice sources. Most teams process their first 1,000 invoices within 14 days of kickoff.

Step 1

Agent discovery

Conduct workshop(s) with relevant stakeholders to identify and prioritize use cases and map the requirements

Step 1

Agent discovery

Conduct workshop(s) with relevant stakeholders to identify and prioritize use cases and map the requirements

Step 2

Agent setup

Develop and launch your first agent with basic logic and integration (process scoping and recording, test dataset of 30-50 examples, baseline agent running and testing with target output mapping)

Step 2

Agent setup

Develop and launch your first agent with basic logic and integration (process scoping and recording, test dataset of 30-50 examples, baseline agent running and testing with target output mapping)

Step 3

Agent training

Test performance and gather feedback from process users (agent optimization up to 80% against expected output, variable-level accuracy measurement and optimization, integrations setup, and feedback API interfacing)

Step 3

Agent training

Test performance and gather feedback from process users (agent optimization up to 80% against expected output, variable-level accuracy measurement and optimization, integrations setup, and feedback API interfacing)

Step 4

Agent live

Extend to more workflows and client teams (live and continuous monitoring, human-in-the loop interfacing, node auto-tuning for automated prompt enhancements, >90% accuracy improvement, weekly business logic improvements)

Step 4

Agent live

Extend to more workflows and client teams (live and continuous monitoring, human-in-the loop interfacing, node auto-tuning for automated prompt enhancements, >90% accuracy improvement, weekly business logic improvements)

Key Features

Precision Matching Technology

Smart Line-Item Matching

Matches line items across documents even with different formats. Handles partial shipments and split invoices automatically.

Configurable Tolerances

Set variance thresholds by supplier, category, or amount. Auto-approve within tolerance, escalate exceptions instantly.

Audit Trail Generation

Complete documentation of every match decision. One-click audit reports for compliance and financial reviews.

Demo

See Three-Way Matching in Action

Watch the agent match a complex multi-line PO against partial receipts and consolidated invoices. See how discrepancies are flagged, routed, and resolved in minutes instead of days.