Invoice matching agents inside Dynamics 365 for a builders' merchant
Builders' merchant, North of England
- Challenge
- Accounts payable matched around 9,000 supplier invoices a month against purchase orders and delivery notes by hand. Price and quantity mismatches were common, queries to branches took days to resolve, and the team regularly missed early-payment discounts worth more than their salaries.
- Solution
- AGS built matching agents within the merchant's Dynamics 365 Finance environment. The agents reconcile invoice lines to orders and deliveries, post clean matches and raise structured queries for exceptions with the supporting documents attached. Anything above a value threshold waits for approval, and every posting is traceable.
- Results
- 79% of invoices matched without human touch
- Exception resolution time down from 5 days to 1
- Early-payment discounts captured worth £95k per year