A logistics business processes thousands of supplier invoices, delivery notes and proofs of delivery each month in dozens of formats. The finance team keys data by hand, matching errors cause payment delays and disputes, and month-end close is a scramble.
Goals
- Automate extraction from varied document formats
- Match invoices against purchase orders and deliveries automatically
- Route only genuine exceptions to the finance team
- 01
Assess
Sample the document mix, define the fields and matching rules that matter, and set accuracy targets per field.
- 02
Prove
Build a proof of concept on real historical documents to validate accuracy and cost before scaling.
- 03
Engineer
Create a production pipeline with classification, extraction, three-way matching, confidence scoring and ERP sync.
- 04
Operate
Add an exception review screen, monitoring and monthly accuracy reporting.
- Automatic intake from email inboxes and supplier portals
- Classification and field extraction across formats and languages
- Three-way matching against POs and delivery records
- Confidence-based routing with a simple exception review screen
- Direct sync to the ERP with a full audit trail
Less manual keying
The finance team reviews exceptions instead of typing every document.
Fewer payment errors
Automatic matching catches discrepancies before invoices are paid.
Calmer month-end
Documents are processed continuously, not in a last-minute rush.