Match Desk

Medium
ERP · Purchasing and finance teams

Match PO, receipt and invoice so overpayments and short deliveries get caught.

Coding Ideas

Built in this build

  • Approval and exception tracking
  • Tolerance and approval rules
  • Supplier definitions

Vision (needs external services)

  • PO-receipt-invoice matching
  • Price and quantity variance alerts
  • Holds mismatched invoices for approval
  • Caught variances and prevented overpayments
  • Accounting export
  • Photograph and match invoices from phone

The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.

Customer features

  • PO-receipt-invoice matching
  • Price and quantity variance alerts
  • Approval and exception tracking

Admin modules

  • Tolerance and approval rules
  • Supplier definitions

AI capabilities

  • Reads line items and totals from invoice photo

Automations

  • Holds mismatched invoices for approval

Analytics & reports

  • Caught variances and prevented overpayments

Integrations

  • Accounting export

Mobile

  • Photograph and match invoices from phone

Roles & permissions

  • Admin
  • Purchasing
  • Finance

ERP

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