Invoice matching

Settings

AI model

  • ClaudeConnected

    Sends

    • Each invoice's text and its files
    • The PO lines and receipts it's matched against

    Gets back

    • What it read on the invoice
    • The match, line by line, with its reasons

    Key •••• 7c2e, added by the admin, Sep 21

Also works with

AP inbox

  • Microsoft 365Connected

    Reads

    • Each email to ap@coldbrooksupply.example and its attachments

    Writes

    • The requests an AP clerk sends to a vendor, sent from the AP inbox by that person

    Last used by the agent: Today, 3:08 PM, on AP-1095 arrived in Microsoft 365

Also works with

Accounting

  • NetSuiteConnected

    Reads

    • Vendors and their remit-to
    • Open POs and their lines
    • Receipts
    • Bills already entered

    Writes

    • Each bill, from the PO and receipt lines it matched, with the invoice and the match attached

    Last used by the agent: Today, 3:08 PM, on Bill VB-10494 created in NetSuite

Also works with

QuickBooks Online: POs on Plus or Advanced; no receiving document, so receipts come from elsewhere

Xero: no receiving document, so receipts come from elsewhere

Team chat

  • SlackConnected

    Reads

    • A requester's answer to a confirmation

    Writes

    • Reminders to receiving and requesters

    Last used by the agent: Today, 9:00 AM, on AP-1004: Reminded receiving in Slack (the agent)

Also works with

Receiving log

Off

Would read what each delivery received, to match an invoice line to it where accounting has no receipt.

    Also works with