Finance / Invoice reconciliation preparation
Bring the evidence together before approval.
Prepare invoice-to-order checks and exception packs inside your existing finance review process.
Discuss this serviceInvoice reconciliation desk
A checked reconciliation proposal and exception queue ready for finance review; approved entries return through an agreed interface.
Invoice, order, and receipt references reconcile or have assigned exceptions; finance accepts the review pack before posting.
Reserved business decisions follow your agreed approval rules. Sample content explains the service scope.
Business scenario / Distribution and service businesses
Invoice reconciliation desk
Finance teams compare invoices, purchase orders, and receipt records manually, then chase missing references or inconsistent totals.
What you buy
A checked reconciliation proposal and exception queue ready for finance review; approved entries return through an agreed interface.
What counts as done
Invoice, order, and receipt references reconcile or have assigned exceptions; finance accepts the review pack before posting.
How value is measured
Handling minutes per accepted invoice; mismatch resolution time; duplicates caught; post-review corrections.
Less manual matching and a clearer path to resolving invoice exceptions. This is an illustrative operating scenario, not a reported customer result.
The friction today
The work behind
the handoff.
Finance teams compare invoices, purchase orders, and receipt records manually, then chase missing references or inconsistent totals.
How Productcraft delivers the work
- Extract invoice fields and match against approved order and receipt records.
- Use deterministic calculations for totals, duplicates, and agreed tolerance checks.
- Prepare a reconciliation pack with source evidence and route mismatches to the finance owner.
The useful result
A checked reconciliation proposal and exception queue ready for finance review; approved entries return through an agreed interface.
Where people stay involved
Finance approves accounting treatment, postings, and payment. Bank-detail changes require independent verification; the workflow does not execute payments.
What we would measure
Handling minutes per accepted invoice; mismatch resolution time; duplicates caught; post-review corrections.
This is a proposed application. Access, data quality, feasibility, and operating terms are assessed before implementation.
Know what you’re
handing over.
A focused pilot establishes the delivery scope before an ongoing commitment.
- What Productcraft owns
- Preparing and checking the agreed deliverable, tracking outstanding work, and correcting work that misses the agreed standard.
- What your team owns
- Providing approved inputs and a named decision-maker for the judgments reserved to your business.
- Volume & turnaround
- The unit of work, delivery schedule, workload allowance, and treatment of missing inputs are agreed in your proposal.
- Setup & recurring price
- Setup and pilot fees are quoted separately from ongoing delivery. The recurring fee reflects scope, volume, and review needs.
- Exceptions & corrections
- Your proposal specifies who resolves each type of exception, how corrections are requested, and how out-of-scope changes are handled.
Industry example / Distribution and service businesses
The right records in.
Checked work back.
Your Accounting software, ERP, document storage, and approval queues remain the source of record. Productcraft designs a connected service around the job, with approved results returned to the workflow your team uses.
- 01Start with the business event
An invoice received for review
- 02Connect with permission
Read through suitable APIs, scoped connectors, or agreed exports.
- 03Prepare + check
AI interprets inputs; code checks rules; people approve reserved actions.
- 04Deliver + confirm
A reconciliation proposal in the existing finance workflow
We assess supported interfaces, data quality, rate limits, access controls, and write safety. Where a tool cannot support the workflow, we disclose the change or manual handoff required. Keeping your systems is the design preference, not a promise of universal compatibility.
Your next business outcome
What would you like
taken care of?
Bring one recurring job. We’ll discuss the deliverable, the work we can own, and a focused first service.