Accelerator 03 · Finance & accounting
Invoice three-way match and exception agent
Matches every invoice to its purchase order and goods receipt in code, explains each exception in plain words and drafts the query to the supplier.
The problem
- Accounts payable teams spend most of their time on the minority of invoices that do not match the PO or the receipt.
- Exceptions sit in queues for days because someone has to work out why the numbers differ before anyone can act.
- Late payment costs early-payment discounts and supplier goodwill; paying unchecked costs money.
What it does
- Reads POs, receipts and invoices in any layout and lines them up item by item.
- Computes price and quantity variances, the recomputed invoice total and the amount that can be approved now, all in code against your tolerances.
- Explains each exception and suggests the next step: approve, hold the line, or query the supplier.
- Drafts the supplier email. A person approves every payment; the AI never releases one.
Paste a PO, a goods receipt and an invoice and get the match result, the amount on hold and a supplier query.
Live demo: Invoice three-way match and exception agent
Synthetic data only · nothing you type is stored
Output
Line-by-line match computed in code, exceptions explained, recommended action and a supplier query.
The demo first calls the Surge in-house AI server and falls back to a hosted open-source model if it is busy. The badge on the output shows which one answered. Limited to a few runs per visitor per day.
How it integrates
In your deployment the accelerator runs inside your environment, behind your single sign-on, and is connected to the systems below. You choose the hosting and the model.
Systems and APIs
- ERP: SAP S/4HANA, Oracle Fusion, Microsoft Dynamics 365, NetSuite (PO, GRN and invoice APIs)
- AP inbox and e-invoicing networks (Peppol and local formats)
- Supplier master data
Data we need for a pilot
- Three months of invoices with their POs, receipts and how each exception was resolved
- Tolerance and approval policies
Where it runs
- On-prem or private cloud next to the ERP
- Runs as a queue worker with a review screen for the AP team
Open-source models we start with
- Qwen3-class 14B instruct model for document reading and explanations
- Layout-aware OCR (PaddleOCR / docTR) for PDF invoices
Walkthrough
A short recorded walkthrough of the invoice three-way match and exception agent: the input, the output and how a reviewer uses it.
Next accelerator: Prior authorization packet builder →Walkthrough video coming soon
We are recording a short walkthrough of this accelerator. Meanwhile, run the live demo above or book a working session.
Run the finance & accounting accelerator on your data
In a working session we map it to your process, systems and rules, and agree what a pilot must prove before it goes live.