How to Automate 3-Way Invoice Verification Using AI
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| System Name: |
3-Way Verification |
|---|---|
| Architecture: |
Hierarchical multi-agent |
| Coordinator Agent: |
Verification Orchestrator |
| Worker Agents: |
PO Matcher; GR Validator; Invoice Checker |
| Safety Layer: |
Approval rules + thresholds |
Table of Contents
Description
| Planning: |
Match rules decomposition |
|---|---|
| Messaging: |
Event bus + audit events |
| Reflection: |
Variance & exception analysis |
| Knowledge: |
PO; GR; Invoice memory |
| Execution: |
Parallel document matching |
| Business Impact: |
Error-free financial reconciliation |
3-Way Verification
The 3-Way Verification system automates the reconciliation of purchase orders, goods receipts, and invoices using a hierarchical multi-agent architecture. It ensures accuracy and compliance while reducing manual effort.
Automated Verification for Accurate Financial Processing
A Verification Orchestrator coordinates the workflow, while worker agents perform PO matching, GR validation, and invoice checking. Built-in approval rules and thresholds provide a safety layer to maintain accuracy and control. This system helps finance, procurement, and IT teams streamline verification processes and minimize errors.
Watch Demo
| Video Title: |
3-Way Verification Walkthrough |
|---|---|
| Duration: |
3:32 |
Outcome & Benefits
| Autonomy: |
95% automated processing |
|---|---|
| Time Saved: |
From days to minutes |
| Cost Reduction: |
-$60k/yr finance ops |
| Reliability: |
Deterministic validation |
Technical Details
| Planner Type: |
Rule + AI hybrid |
|---|---|
| Agent Roles: |
Coordinator + domain workers |
| Scheduling: |
Event-driven + batch |
| Tool Router: |
Policy-based routing |
| Evaluation Metrics: |
Match accuracy % |
| Auditability: |
Every decision logged |
FAQ
1. What is the 3-Way Verification system?
The 3-Way Verification system is a hierarchical multi-agent system designed to automatically match purchase orders (PO), goods receipts (GR), and invoices to ensure accurate financial and operational reconciliation.
2. What is the architecture of this system?
It uses a hierarchical multi-agent architecture, where a coordinator agent orchestrates multiple worker agents responsible for specific verification tasks.
3. Who is the coordinator agent?
The Verification Orchestrator acts as the coordinator agent, managing workflow, delegating tasks, and ensuring proper sequencing among worker agents.
4. Who are the worker agents and what do they do?
The worker agents include PO Matcher (matches purchase orders), GR Validator (validates goods receipts), and Invoice Checker (verifies invoices) to ensure accurate 3-way reconciliation.
5. What is the safety layer in this system?
The safety layer includes approval rules and thresholds, which allow human intervention when discrepancies or exceptions are detected.
6. Who typically uses this system?
Finance teams, procurement teams, and operations teams use the system to reduce manual reconciliation effort and improve accuracy.
7. What are the key benefits of the 3-Way Verification system?
It ensures accurate PO-GR-Invoice matching, reduces manual work, prevents financial discrepancies, and provides audit-ready verification records.
8. Can this system handle exceptions or mismatches?
Yes, the system flags mismatches for review according to pre-defined approval rules and thresholds, ensuring exceptions are handled reliably.
Resources
Case Study
| Industry: |
Finance / Accounting |
|---|---|
| Problem: |
Manual 3-way matching delays |
| Solution: |
Agentic 3-way verification pipeline |
| Outcome: |
Faster close with zero leakage |
| ROI: |
$55k savings |
