3-Way Matching for Invoice workflow

Agentic AI compares invoices, purchase orders, and receipts line by line to detect mismatches, enforce consistency, and support payment decisions.

Key Features

Comprehensive Field Coverage

Comprehensive Field Coverage

The Co-pilot matches invoices with POs and GRNs across 140+ fields from numbers and dates to text and descriptions for accurate results every time. Example: Matching fields like "Unit Price," "Quantity," "Total Amount," "Vendor Name," and "Payment Terms."

Advanced Numeric Matching with Mathematical Reasoning

Advanced Numeric Matching with Mathematical Reasoning

The Co-pilot uses math reasoning to match numbers accurately, even when units or formats don’t line up perfectly. Example: Automatically converting quantities or amounts (e.g., millions vs. thousands) between an invoice and a PO for consistency.

Expression-Based Matching for Complex Terms

Expression-Based Matching for Complex Terms

The Co-pilot can understand and match complex phrases or calculations using smart evaluators built to handle tricky cases. Example: Matching payment terms like "1/10 Net 30"  in PO with  "1% discount applies if payment is made within 10 days", fromthe invoice’s payment terms.

Descriptive Field Matching Using Language Models

Descriptive Field Matching Using Language Models

The Co-pilot matches vendor names and item descriptions, even when they’re worded differently across documents. Example: Matching "ABC Corporation" with "ABC Corp." or mapping "Laptop - Model X" to "Laptop X-Series."

Reasoning Models for Anomaly Detection

Reasoning Models for Anomaly Detection

If something doesn’t match, the Co-pilot flags it and explains why, making it easy for teams to review and fix issues. Example: Explaining that the "Quantity" in the GRN does not align with the "Quantity" in the invoice due to partial delivery.

Pre-Training on Millions of Invoice Fields

Pre-Training on Millions of Invoice Fields

Trained on millions of invoice fields, the Co-pilot adapts easily to different formats and industries for more accurate results. Example: Recognizing and accurately matching unique terms or formats used in manufacturing or healthcare invoices.

Dynamic Multi-Model Matching

Dynamic Multi-Model Matching

The Co-pilot combines math, logic, and language skills to accurately match fields—even in complex or varied documents. Example: Simultaneously verifying numeric totals, payment expressions, and item descriptions in a single matching process.

Missing Documents

Missing Documents

The Co-pilot flags missing POs or GRNs for review, and automatically resumes matching once they’re added to the ERP.

User Transparency with Matching Results

User Transparency with Matching Results

The Co-pilot explains why a match failed, like missing or mismatched fields, so teams can quickly understand and fix issues with less effort. Example: Highlighting a mismatch where the GRN shows a delivered quantity of 100 units, but the invoice specifies 120 units. By integrating reasoning models, expression evaluators, and language models pre-trained on millions of fields, Hyperbots achieves unmatched 3-way matching capabilities, enabling precise automation and reducing human effort in handling exceptions.

KEY BENEFITS

Achieve 80 % straight-through invoice processing as AI discovers, extracts, validates, matches, GL-codes, and posts to your ERP—shrinking manual effort, accelerating approvals, and boosting accuracy, compliance, and cost efficiency.

80%

Invoice processing cost

AI achieves up to 80% straight-through processing of invoices, freeing up staff bandwidth by 80%. Retained staff is empowered by Co-pilot with pin-pointed reasons to  take quick decisions on business exceptions reported.

<1 min

Invoice processing time

Co-pilot reduces invoice processing time from an industry average of 11 days to less than one minute due to STP achieved through AI.

Human errors

Vendor satisfaction

Duplication & frauds

Auditability

Why Hyperbots Agentic AI Platform?

Why choose hyperbots agentic AI: finance-first, accurate, adaptable AI

Finance specific

Hyperbots Agentic AI platform specializes exclusively in finance and accounting intelligence, leveraging millions of data points from invoices, statements, contracts, and other financial documents. No other platform has such large pretrained models on F&A data.

Best-in-class accuracy

Hyperbots achieves 99.8% accuracy in converting unstructured data to structured fields through a multimodal MOE model integrating LLMs, VLMs, and layout models. With contextual validation and augmentations, the platform ensures 100% accuracy for deployed agents.

Synthesis of unstructured and strutured finance data

Hyperbots agents emulate finance professionals to autonomously perform F&A tasks by reading and writing data like COA, expenses, and vendor masters from core accounting systems and integrating it with unstructured data from financial documents such as invoices, POs, and contracts.

Pre-trained agents with state of the art models

Hyperbots' Agentic platform, pre-trained on millions of financial documents like invoices, bills, statements, and contracts, ensures seamless integration, high accuracy, and adaptability to any accounting content, form, layout, or size from day one.

Company specific inference time learning

Hyperbots' Agentic platform employs state-of-the-art Auto ML pipelines with techniques like reinforcement learning to enable inference-time learning for tasks such as GL recommendation and cash outflow forecasting, ensuring continuous improvement and adaptability.

Finance Transformations Powered by Agentic AI

Real outcomes from finance teams using Hyperbots Agentic AI

  • NYC-based Media & Market Services Company

    Processed 1 million invoices annually across 20+ legal entities in the U.S. & Europe
    ERPs
    NetSuite
    SAP
    Hyperbots Agents Used

    Email Triaging | Extraction | Invoice Processing | Matching | Fraud Detection | Vendor Management | Procurement

    80%

    Straight-Through Processing

    99.8%

    Extraction Accuracy

    60%

    Cost Reduction in

    Finance Operations

  • $5B+ Miami-based Manufacturing Company

    Processed 250k+ invoices annually across a complex manufacturing finance environment
    ERPs
    Oracle Cloud
    Hyperbots Agents Used

    Email Triaging | Extraction | Invoice Processing | Matching | Fraud Detection | Exception Handling

    85%

    Straight-Through Processing

    60%

    Cost Reduction

    90%

    Reduction in Manual Exception Management

  • A Large DTH Services Company

    Processed 400k+ invoices annually with a big vendor base, including a huge volume of PO-based invoices requiring matching
    ERPs
    SAP S/4HANA
    Hyperbots Agents Used

    Email Triaging | Extraction Agent | Invoice Processing | Matching | Fraud Detection

    90%

    Straight-Through Processing

    for PO Invoices

    11 -> 1

    Days Reduction in

    Invoice Processing Time

  • Boston-based Semiconductor Robotic Manufacturing Company

    Processed 30K+ invoices annually across vendors, PO matching, procurement workflows, and finance approval chains
    ERPs
    Epicor Kinetic
    Hyperbots Agents Used

    Email Triaging | Extraction | Invoice Processing | Matching | Fraud Detection | Procurement

    50%

    Human Bandwidth

    Optimization

    1 week -> 1 day

    Reduction in Invoice

    Processing Time

  • NYC-based Home Decor & Lifestyle Consumer Brand

    Processed 20K+ invoices across 200+ factories with complex vendor onboarding, packing slips, inventory updates, and invoice workflows
    ERPs
    CGS BlueCherry
    Microsoft Business Central
    Hyperbots Agents Used

    Vendor Onboarding | Vendor Communication | Packing Slip Extraction | Email Triaging | Extraction | Invoice Processing | Matching | Fraud Detection | Surcharge, Freight & Custom Duty Allocation

    70%

    Reduction in Vendor Management Overhead

    10 days > 1 day

    Reduction in Invoice Processing Time

    90%

    Accelerated Inventory Updates

  • Houston-based Petrochemical Marketing Company

    Processed 40K+ invoices annually across a multi-entity procure-to-pay environment
    ERPs
    QuickBooks Desktop
    Datacor
    Hyperbots Agents Used

    Email Triaging | Extraction | Invoice Processing | Matching | Fraud Detection

    70%

    Reduction in

    Operating Cost

    90%

    Reduction in

    Invoice Cycle Time

  • $1B+ Global Multi-Entity Pharmaceutical Company

    Processed large volume of invoices annually across multi-entity, multi-currency operations in the U.S. & Europe with a global supplier base
    ERPs
    SAP Business One
    Hyperbots Agents Used

    Email Triaging | Extraction | Invoice Processing | Matching | Fraud Detection

    80%

    Straight-Through Processing

    90%

    Reduction in Invoice Processing Time

    Zero

    Duplicate

    Payments

    Single View

    of All Multi-entity Payables

  • $9B+ Manufacturing Enterprise

    Processed large volume of invoices annually with complex freight charges, duties, and surcharge allocations across invoices and POs
    ERPs
    Microsoft Great Plains
    Hyperbots Agents Used

    Email Triaging | Extraction | Invoice Processing | Matching | Fraud Detection | Custom Duty, Freight & Surcharge Allocation

    80%

    Straight-Through Processing

    0 -> 100%

    Automated Freight

    & Duty Allocation

  • Chicago-based Orthopedic Services Company

    Optimized the ad-hoc finance operations, processing large & complex finance documents with an unclear Chart of Accounts
    ERPs
    QuickBooks Online
    Hyperbots Agents Used

    Email Triaging | Extraction | Invoice Processing | Matching | Fraud Detection

    80%

    Straight-Through Processing

    75%

    Reduction in

    Manual Effort

  • NYC-based Apparel Manufacturer

    Optimized 2 different processes & systems for the prototyping & production phases of apparel orders, creating a complex and redundant procurement process
    ERPs
    WFX
    Momentis
    Microsoft Great Plains
    Hyperbots Agents Used

    Email Triaging | Extraction | Invoice Processing | Matching | Fraud Detection | Procurement | Surcharge, Freight & Custom Duty Allocation

    80%

    Reduction in

    Processing Time

    80%

    Increase in

    Productivity Gains

    Optimized

    Procurement

    Workflows

  • Washington, D.C.-based Federally Funded Media Organization

    Optimized a 24-step guest and vendor management along with payment process across a large volume of transactions
    ERPs
    Deltek Costpoint
    Hyperbots Agents Used

    Email Triaging | Extraction | Invoice Processing | Matching | Fraud Detection | Procurement | Vendor Onboarding | Payments

    24 -> 2

    Guest Management

    Steps Reduction

    10 -> 2 Weeks

    Reduction in

    Time to Pay

    80%

    Increase in

    Productivity Gains

  • Los Angeles-based EV Infrastructure Company

    Managed a highly manual inventory procurement and complex exception-heavy 3-way matching processes
    ERPs
    NetSuite
    Hyperbots Agents Used

    Email Triaging | Extraction | Invoice Processing | Matching | Fraud Detection

    80%

    Reduction in

    Exceptions

    99.5%+

    AI Extraction

    Accuracy Achieved

  • Atlanta-based Food Processing Company

    Processed 300M+ pounds of annual production across 3 large facilities with complex cash reconciliation across bank feeds, remittances & orders
    ERPs
    QuickBooks Desktop
    Hyperbots Agents Used

    Cash Application | Email Triaging | Extraction | Invoice Processing | Matching | Fraud Detection

    0 -> 90%

    STP Achieved in Cash Reconciliation

    80%

    STP Achieved in

    Invoice Processing

  • San Francisco-based Healthcare Payment Solutions Provider

    Managed manual procurement, lengthy P2P cycles, high invoice processing effort & month-end challenges around accruals & reconciliation
    ERPs
    Traverse
    NetSuite
    Hyperbots Agents Used

    Procurement | Accruals | Email Triaging | Extraction | Invoice Processing | Matching | Fraud Detection

    40%

    Close Cycle

    Reduction

    80%

    STP in

    Invoice Processing

    30%

    Reduction in

    Time to Procure

  • $1B+ Miami-based Global Seafood Supplier

    Manages raw material inventory accruals and reversals across shipments, invoices, and POs while maintaining inventory accuracy and accelerating AP processing
    ERPs
    SAP S/4HANA
    Hyperbots Agents Used

    Accruals | Email Triaging | Extraction | Invoice Processing | Matching | Fraud Detection | Validation | Augmentation

    80%

    Reduction in

    Time to Accrue

    80%

    Improvement in

    AP Productivity

  • NYC-based Largest Animal Hospital Operator

    Optimized for high complexity across vendor management, accounts payable, and vendor payments, requiring a modern, highly accurate, and transformative solution to optimize finance operations
    ERPs
    NetSuite
    Hyperbots Agents Used

    Email Triaging | Extraction | Invoice Processing | Matching | Fraud Detection | Procurement | Validation | Augmentation

    60%

    Reduction in

    Vendor Management Overhead

    70%

    Gain in

    AP Productivity

  • Boston-based Furniture Manufacturing Firm

    Optimized a complex AP environment with multi-tier supply chains, mixed-vendor purchasing, 3-way matching, freight audits, progress billing, & required a custom ERP integration
    ERPs
    Hedberg
    Hyperbots Agents Used

    Email Triaging | Extraction | Invoice Processing | Matching | Fraud Detection | Procurement | Validation | Augmentation

    80%

    Straight-Through Processing

    85%

    Reduction in

    Exceptions

  • NYC-based Design & Fabrication Firm

    Managed multi-currency AP, import-export compliance, taxes, freight, and vendor operations across the U.S., Mexico, and China
    ERPs
    Microsoft Business Central
    Hyperbots Agents Used

    Email Triaging | Extraction | Invoice Processing | Matching | Fraud Detection | Validation | Augmentation | Vendor Management

    80%

    Reduction in Vendor Management Overhead

    100%

    Tax Compliance

    100%

    Accuracy in

    Freight & Duty Allocation

  • Texas-based Non-Profit Organization

    Managed fund-based accounting, restricted donations, multi-entity cost allocations, tax documentation, employee & vendor payments, and audit compliance
    ERPs
    Propriety System
    Hyperbots Agents Used

    Email Triaging | Extraction | Invoice Processing | Matching | Fraud Detection | Validation | Augmentation | Vendor Management

    80%

    Reduction in

    AP Effort

    99%+

    AI Extraction Accuracy

  • Chicago-based Energy R&D Organization

    Managed AP across research programs, grants, and projects with unique approval, coding, compliance, and funding requirements
    ERPs
    Deltek Costpoint
    Hyperbots Agents Used

    Costpoint Read/Write | Email Triaging | Extraction | Invoice Processing | Matching | Fraud Detection | Validation | Augmentation

    70%

    Productivity Improvement

    Improved

    Project-Level Cost Allocation

    Faster & Cleaner

    Book Closing

Ready to take the next steps?

Book a demo with one of our Financial Technology Consultants to get started!