Invoice Reconciliation Automation
Match invoices with approved purchasing evidence, apply tolerances, and route unresolved differences.
WORKFLOW BOUNDARY
Starts: when an invoice and the relevant purchasing records are available.
Uses: invoice data, purchase orders, receipts, supplier records, contracts, and approved tolerance rules.
Agent work: compare key fields, document matched evidence, detect duplicates, and create an exception queue.
Stops: when the match is approved or an unresolved difference is assigned to the responsible owner.
Excludes: releasing payment or overriding material discrepancies.
Before: finance teams compare records line by line and chase missing receipts, approvals, or supplier details.
After: matching evidence is assembled consistently and reviewers focus on material exceptions.
Finance owners set tolerances and approve exceptions. Missing evidence, changed bank details, duplicates, and material differences block downstream action.
