2-way match invoice processing for Coupa

The 2-way match invoice processing accelerator helps you achieve industry-leading straight-through processing, decrease transactional costs, and improve supplier experiences​.

Purchase-to-pay (P2P) finance leaders are challenged by older invoice processing technologies, which still produce high error rates and result in workflow inefficiency. Automation combined with Document Understanding technology is a game-changing way to reengineer P2P workflows, greatly improve accuracy, and achieve new levels of straight-through processing. ​

The UiPath 2-way match invoice processing solution accelerator provides an excellent starting point for an automation which extracts data from PDFs from supplier invoices and related documents, stores legally valid invoices, eliminates errors, and improves processing times.

Offering a proven framework to digitize and scale finance department P2P workflows which leverage your existing financial systems, this accelerator supports the ability to drive immediate ROI by achieving industry-leading straight-through processing and improve working capital.

The code in this solution accelerator package provides the logic for the 2-way match process between an invoice and a corresponding purchase order. The main steps are:

1. Retrieve invoice files from a data source (like an email inbox, a network drive, or a third-party application).
2. Classify the files and extract the information from each invoice.
3. *Optionally* - For each invoice, extract relevant purchase orders from a finance/accounting system and perform PO matching (including matching each invoice line to a corresponding line in the purchase order).
4. Create invoice object inside finance/accounting system and upload the initial invoice file.

• Use of UiPath Document Understanding (DU) framework
• REFramework included as a default starting template
• Set of Coupa reusable activities
• Small and modular processes to accommodate changes
• Extensibility to support various document types or multiple types of invoices
• Highly reusable components that can be used across multiple automations
• Human-in-the-loop capabilities
• Scalable reporting through data service