How to build a Invoice to PO Matching AI Automation


Summary

This video provides an in-depth look into matching POS to invoices for enterprise use cases, focusing on raw material purchases. It demonstrates both manual and automated processes for matching invoices to purchase orders. The automation process involves extracting data, matching item quantities and prices, and ensuring the total amount on the invoice aligns with the purchase order. The video also addresses scenarios where discrepancies occur and showcases testing of the automation process.


Introduction to Use Case

Introduction to the advanced use case of matching POS to invoices for enterprise deployment.

Manual Process Walkthrough

Walkthrough of the manual process of matching invoices to purchase orders for raw materials.

Example of Invoice Matching

Demonstration of how the invoice is matched to the purchase order and the process involved.

Automating Data Extraction

Explanation of the process of automating data extraction for matching invoices to purchase orders.

Matching Item Quantity and Price

Detailed explanation of matching item quantity and price between invoice and purchase order in the automation process.

Matching Total Amount

Process of matching the total amount on the invoice to the purchase order in the automation workflow.

Handling Mismatches

Handling scenarios where items do not match the purchase order or the total amount does not match in the automation process.

Final Demo and Testing

Demonstration and testing of the automation process for matching invoices to purchase orders.

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