Invoice & PO intelligence
Extract invoice and purchasing data from variable document layouts, apply required-field and total checks and produce structured information for matching.
Finance & shared services
Move invoices from inbox to controlled finance workflows.
Answer in brief
Automate invoice capture, PO and receipt matching, approvals, exception handling and finance-system handoff with MicroPlatform.
Accounts payable and shared-services teams often spend time collecting invoices, re-keying fields, checking purchase orders, confirming receipts, resolving discrepancies and chasing approvals. MicroPlatform separates document understanding from deterministic checks and workflow decisions.
Accounts payable chain
Extraction is the first step, not the finance decision.
Modern invoice automation commonly compares invoice information against purchase orders and receipts, surfaces discrepancies and routes exceptions for review. MicroPlatform is designed around that separation between understanding the document and deciding whether the transaction can continue.
Invoice captureSupplier, invoice number, dates, PO reference, currency, tax, totals and line-item information.
PO matchingCompare relevant invoice information against purchase-order data provided by the connected system.
Receipt matchingUse receiving information where the process requires two-way or three-way matching.
Exception reviewRoute quantity, price, tax, reference or missing-document discrepancies for human attention.
Approval & deliveryCoordinate the approval path and send accepted data into the finance or ERP workflow.
Where each product fits
Approval & exception workflow
Coordinate thresholds, matching status, ownership, approval steps, exception review and downstream system handoff.
Routine follow-up
Support bounded tasks such as requesting missing information, preparing exception context or updating stakeholders while sensitive financial decisions remain controlled.
Example
Invoice to approved finance data.
A useful AP workflow distinguishes between reading the invoice, checking policy and obtaining authority to proceed.
1. ReceiveInvoice arrives by email, upload or connected source.
2. ExtractMicroExtract captures supplier, invoice, PO, currency, totals and line-level information.
3. MatchRelevant invoice fields are compared with PO and receipt data where the workflow supports it.
4. ExceptionDiscrepancies are surfaced with the underlying values rather than hidden by a confidence score.
5. ApproveMicroNerve follows the configured approval route and keeps the ownership state visible.
6. DeliverAccepted structured data moves into the ERP, accounting platform or downstream finance process.
Finance workflow map
Common starting points
| Workflow | What matters | MicroPlatform approach |
|---|---|---|
| Invoice extraction | Reliable supplier, reference, amount, tax and line-level fields | MicroExtract structures the document and applies explicit validation |
| Two-way matching | Invoice price information compared with purchase-order information | Use structured invoice data with connected PO data and route mismatches |
| Three-way matching | Invoice, PO and receipt information must agree according to policy | Coordinate data comparison and exception state before approval |
| Approval routing | Amount, entity, cost centre, policy and responsibility | MicroNerve represents the workflow and human authority gates |
| Missing-information follow-up | Supplier or internal data needed before processing can continue | A bounded agent can request information while the case remains tracked |
Microsoft Dynamics 365 documentation describes two-way and three-way invoice matching as comparisons between invoice, purchase order and receipt information. Sage Intacct's 2026 AP automation updates similarly emphasise line-level matching, tolerances and exception review. These are good examples of why invoice automation must go beyond OCR.
Finance workflow assessment
Bring us one invoice process.
Share your invoice sources, monthly volume, PO and receipt availability, approval rules, common exceptions and target accounting or ERP system.