Hey everyone, quick question for the community here – we’re really trying to wrap our heads around automating three-way matching. You know, getting the purchase order, the invoice, and the receiving report all to talk to each other automatically. Honestly, it feels like such a huge leap in complexity compared to just basic invoice capture; in my experience, there are just so many more variables and potential points of failure.
So, I’m genuinely curious: has anyone actually managed to get this working end-to-end in a truly seamless way? Like, really, truly automated? If you have, we’d love to hear about it! What tools did you use? Was it some specific software, or more about a clever process you put in place? FWIW, we’re currently on NetSuite, so any tips or recommendations that play nice with that would be especially awesome.
Any insights or even just war stories about what didn’t work would be super helpful right now. Thanks in advance!
Hey, just wanted to chime in on this, because it’s something I feel like nobody ever really talks about when you’re discussing automation projects, especially for something as finicky as three-way matching. Honestly, before you even start building out your automation, you absolutely have to have your exception handling workflow nailed down. Seriously, it’s non-negotiable.
In my experience, people get super focused on the “how do we automate this?” part, and totally forget to consider what happens when things inevitably go wrong. What’s the plan when the OCR totally biffs it on a vendor name, or misreads a key amount? You need to know, explicitly, what the process is for those errors — who gets alerted, what steps they take to correct it, how it gets re-queued, all of it. Trust me on this: trying to figure that out after you’ve got everything running is a recipe for a massive headache and a ton of frantic, manual intervention. Don’t skip that critical step!
Hey there! Just chiming in on this because our situation sounds pretty similar, and I’ve got some direct experience here. I’m actually the AP lead at a company that’s around 500 people, so we’re definitely past the ‘small business’ stage but not quite enterprise, if that makes sense. We used to be 100% manual, and honestly, it was pure chaos – constant firefighting, lost invoices, the works.
About six months ago, we finally bit the bullet and decided to automate. We ended up going with ABBYY for our invoice processing, and I’m not gonna lie, it’s been a total game-changer. The implementation took a little effort, of course, but once we got past that initial hump…
…the results have been incredible. We are consistently saving roughly 25 hours a week across
Hey, just wanted to chime in here with our experience. Rossum’s a fantastic tool, seriously, it’s made a huge difference for us – but let’s be real, it’s not some kind of magic bullet that solves everything.
We still find ourselves needing