The problem
Three-way match dies when the invoice PDF and the purchase order live in different inboxes. Someone eyeballs totals and quantities, and a mismatch is a sticky note instead of a field on a run.
How the workflow runs
Upload the invoice and the PO
The desk collects both files plus vendor details. One submit starts the comparison.
Extract both documents
An extract agent reads invoice and purchase order fields, including amounts, quantities, and vendor.
Compare the match
A validate step compares totals, quantities, and vendor. Mismatches are returned on the run so AP can work them on the hosted desk.
What the hosted app shows
AP uploads the invoice and the purchase order, then reads mismatches on the results table without opening the canvas. Vendor details from the form stay on the run.
Who it is for
Accounts payable teams that receive both the vendor invoice and the purchase order and need the mismatch visible before payment.
Questions
The validate step reports the mismatch. It does not pay or hold funds. Add a review step when an AP clerk must clear the exception.
Start with invoice desk to extract fields and write an approval summary. Use this solution when the purchase order is part of the same upload.
Yes. Edit the validate prompt on the canvas to match how your team compares price, quantity, and vendor.