Three-way match
Match every bill to what you ordered and what arrived.
Cortex pairs each bill line with its PO line and the receipt that proves the goods came, converts units where the vendor bills differently, and holds back anything billed beyond what was received.
- Oat flour ordered
- 104 bags
- Received
- 90 bags, 14 rejected at the dock
- Billed
- 104 bags at $46.00
- Billback
- 14 × $46.00 = $644.00
The bill posts at the received amount, and a debit memo goes to the vendor with the receipt attached.
What gets checked
Three-way match, check by check.
| Check | Against | Catches |
|---|---|---|
| PO found | The PO number on the bill, or the PO whose lines match | A bill with no PO reference that belongs to one |
| Price | The PO price and the band set for the vendor | A price over the PO beyond the band |
| Quantity | What was received, net of returns | Billed beyond received, short receipts, damaged goods |
| Already billed | The match ledger across every bill on the receipt | The same received unit billed on two bills |
| Unit of measure | The confirmed item mapping for the vendor's part | Cases billed as pallets, pounds as bags |
On its own, and what waits
Runs through within its level. Conflicts wait for a person.
An agent with a level acts on its own within that level’s dollar limit; without one, every step waits. Anything that conflicts or falls outside a guardrail always waits, and each decision teaches the next run.
What it does
Reads and classifies every document. Runs every check and attaches the evidence. Codes every line. Proposes the pay date. Allocates each billed unit to its receipt line.
What it holds
A price outside the band. A PO it cannot find. Every debit memo before it reaches the vendor.
Your tolerances, sites, units and rules are your own: set for your contracts, not fitted to a template.
FAQ
Questions buyers ask about three-way match.
What if the bill arrives before the goods?
It waits in PO match, parked, and wakes the moment the receipt is recorded. It is never approved against goods that have not arrived.
Can two bills claim the same delivery?
No. Every billed unit is allocated to a receipt line in a ledger, so a unit received once can be billed once.
Related
Where it connects.
Invoice capture and reading
Every document understood first, then every field read with its box and confidence.
Billback management
Billbacks you issue, with evidence; billbacks you receive, confirmed before they settle.
Bring one vendor and a month of bills.
We run them through Cortex in shadow against your ERP and show you what it would have caught. If the problem is upstream of payables, we say so.
Pricing is set with each company in the private beta: 10 credits per agent run, reading included.