Settlement
Three-way match before anyone pays
Invoice, purchase order or work order, and receipt (or approved timesheet) must agree. Exceptions stay in a queue. Month-end is a report, not a reconstruction from email.
The three documents
- Order - what you awarded: PO or work order, rates, quantity or hours.
- Receipt - goods received, or timesheet hours approved in the chain.
- Invoice - what the supplier billed, including tax lines you configured.
What finance sees
Clear, exception, or waiting. Each state has an owner and a timestamp. Bulk approve what matched. Export the rest when your ERP is ready - SAP, Oracle, or Microsoft Dynamics via REST API.
What we will not hide
Tax rules, multi-entity, and custom tolerance bands are scoped on the demo. We do not pretend every invoice is automatic on day one.
What causes exceptions, and how to route them | Finance path | Product tour, step 4 | Book a demo
Next step
See it on your workflow
30 minutes. No credit card. Commercial terms after scoping.