Finance · Live demo
Supplier inbox triage
Sorts the accounts payable inbox, matches supplier invoices to purchase orders and flags anything that doesn't line up.
Talk to Max at Brackenfield Advisory
Brackenfield Advisory is made up. Max is a real agent, set up the way we would set one up for your team. Talk or type and ask what your staff would ask.
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The problem
Invoices, statements, price changes and remittances from hundreds of suppliers all land in one inbox. Someone has to open every email, and mismatched invoices slip into the payment run.
How it works
- Reads every email to the accounts payable inbox
- Sorts invoices, statements, remittances and price notices
- Matches invoices to purchase orders in your system
- Drafts the bill in your accounting software for approval
- Flags price differences and unknown suppliers for a person to check
- Sends approved price changes to procurement so the next order is right
What it connects to
- SupplierPlease find attached invoice INV-8812 for order PO-3301.
- Agent[Internal note] Matched to PO-3301 for 4,000 client workshop workbooks. The invoice is 1,840 dollars over the order because the line 3 unit price has changed. Held for review.
- Sean (accounts payable lead)Did they tell us about a price change?
- AgentYes. Northway's price notice email of 2 October lists a new paper price from 1 October. I've linked it to the draft bill in NetSuite.
- Sean (accounts payable lead)OK, approve it, and let procurement know.
- AgentApproved on your authority and queued for Thursday's payment run. Procurement has the price notice.
Illustrative conversation. Names, numbers and details are made up.
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