Use case · Trades
In the trades the incoming invoice usually arrives without a purchase order: it was picked up at the counter, delivered to the site, and matching it to the job happens in the fitter's head. Yet that matching is what decides the post-costing.
The process that pays for itself fastest
What is different here
Not to an order number but to a job, a site or a commission. The clue to it is - if anywhere - a handwritten note on the delivery slip.
The delivery note is on site, the invoice in the office, two weeks apart. Without bringing them together, the material costing of a job is an estimate.
Whether a job made money is only known if material and hours are booked against it. Without that, the year ends with an overall result and no explanation.
If yours is not listed, that is not an exclusion. Where no interface exists, we build one - that is the most demanding part and it is our trade.
In the trades, invoice processing is the way into post-costing. Without matching to the building project, nobody knows which job actually paid.
The difference
A person does itThe system does it
How it runs today
How it would run with us
What it gets you
Where it does not fit
With very small document volumes the effort does not pay. Below roughly 300 documents a month the saving is smaller than the upkeep.
In the trades, invoice processing is the way into post-costing. Without matching to the building project, nobody knows which job actually paid. Whether it pays for you depends on your volume - the audit establishes that.
Yes. The ones listed are those we most often meet in the trades - a list, not a precondition. Where no interface exists, we build one.
A mailbox or folder where the documents arrive - email, scan, portal. Read access to orders and delivery notes; without them there is nothing to check against. The posting logic in writing, once: which cost centre applies when. Nothing more is needed to start.
Across 200 real documents, supplier, purchase order and cost centre are matched correctly in at least 95 %. Every discrepancy between invoice and order ends up in the clarification loop, not in the ledger. No posting without a reference to the document it came from.
3 to 5 weeks, depending on the number of document formats.
The unambiguous part runs through. Anything with a discrepancy, a missing order or an unusual amount goes to a person - together with the reason why.
With very small document volumes the effort does not pay. Below roughly 300 documents a month the saving is smaller than the upkeep.
This page shows the fit in the trades. The process itself is sector-independent - what matters is whether it repeats.
Invoice processing in generalYou tell us where your time goes. We put it in writing: what is worth automating, and roughly what that costs.
