Problem:

Orders, invoices and payments live in different exports. Checking what was invoiced, what was paid and what is still open happens line by line - slow, and easy to miss an unpaid invoice, a duplicate or an amount that does not match.

Solution:

An automated matching workflow links each order to its invoice and payments, calculates outstanding amounts, and flags the exceptions: unpaid or partially paid invoices, orders with no invoice, duplicates and amount mismatches.

Result:

A clear reconciliation report in minutes instead of hours, with a short exception list showing only the items that actually need a human look.

Useful for:

Finance, accounting and admin teams, and any business that issues or receives many invoices every month.