Finance template
Match invoices to purchase orders
Extract invoice lines, three-way match against POs and receipts, and queue clean invoices for payment.
18 hrs/week
Typical time saved per team
31k runs
Production runs across workspaces
Agent that runs it
HOW IT RUNS
From trigger to result, one auditable step at a time.
Trigger
Invoice arrives by email
Research
Extract lines and find the PO
Decision
Within tolerance?
Action
Queue for payment or flag variance
Three-way matching is precise, repetitive work. The agent extracts invoice lines, matches them against purchase orders and receipts, queues clean invoices for payment and explains every mismatch it cannot resolve.
What’s included
Agent instructions written for finance teams
Pre-configured tools with least-privilege scopes
Approval gates with sensible defaults
An eval suite built from anonymised production runs
Make it yours
Adjust thresholds, swap tools or add steps in the visual builder. The template runs in shadow mode first and proposes every action for review until you switch on autonomy.
POWERED BY
Invoice Reconciler
Matches invoices to purchase orders and payments, flags discrepancies and prepares clean books for close.
Starts in shadow mode. Every action is proposed for review until you switch on autonomy — per step, per threshold.