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Excel data analysis
Ask Excel questions in plain language: it cleans, pivots, calculates metrics and produces charts and conclusions, with every step open to review.
- Cross-industry
- Retail
- Manufacturing
FinanceFeatured
Invoice management
Recognizes, verifies and files invoices in bulk, matches them to contracts and payment orders automatically, and surfaces exceptions at a glance.
Sample input and output
Sample input
(Upload this month’s 126 supplier invoices)
Sample output
All 126 invoices recognized: 118 matched and entered in the ledger, 5 with amounts that differ from the contract, 2 duplicate uploads, 1 with the wrong payer name. The exception list has been sent to finance for review.
Details
Invoice handling is one of the most repetitive jobs in finance: read the invoice, verify authenticity, match to contract and payment, file it. This template takes invoices from photos, PDFs or email attachments and performs OCR, tax platform verification, three-way matching and ledger entry automatically.
Exceptions such as amount mismatches, duplicate claims, wrong payer name or expired certification windows are graded and explained, then handed to finance for review. Every processing step is traceable to meet audit requirements.
In customer deployments, average handling time per invoice dropped from 4 minutes to under 20 seconds, and exception detection outperformed manual first-pass review.
- Supports special and general VAT invoices, e-invoices and fully digitalized e-invoices
- Automatic authenticity and duplicate checks
- Three-way matching of invoice, contract and payment order
- Graded exception alerts with an auditable processing record
How close is this template to your use case?
Most customers go live after changing 20–40% of a template. Book a workshop and we will assess it together.