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
SKU: downloadable Category: Tags: , , , ,

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.

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

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