Use-case library
    Source-to-Pay

    Touchless AP & Invoice Matching

    2/3-way match supplier invoices and auto-route only the exceptions.

    Workflow AutomationTask agentCost-to-ServeSpeedLow effortAI-EnabledCFO
    What changed

    Document AI plus matching logic now reads supplier invoices, performs the 2- and 3-way match against PO and receipt, and routes only true exceptions for human handling — making the bulk of AP touchless.

    Value realized on KokoAI
    Straight-through match
    45 → 86 %
    higher is better
    Recurring impact
    $4.5M/yr
    run-rate benefit
    Payback
    4 months
    ≈ 9,000 hrs/yr reclaimed

    Straight-through 3-way match 45%→86% across ≈240k invoices/yr cuts processing cost ≈$3.2M/yr; duplicate + price-variance catches (e.g. the $3.12M CS-99120 duplicate) avoid ≈$1.3M/yr — ≈$4.5M/yr recurring.

    Run this in Claude on KokoAI's data

    Opens your own Claude with the prompt and KokoAI's supplier invoice batch pre-loaded as text — no upload, no setup. Tailor it live to your own numbers.

    Synthetic KokoAI figures — a demo fixture, not audited or a guarantee

    Try it

    Illustrative demo

    A batch of KokoAI supplier invoices runs through 3-way match: clean ones auto-approve, exceptions (price variance, missing receipt, duplicate) route to a human. Edit the inputs to tailor the output — it's baked synthetic data, so nothing leaves your browser until you run it live.

    Price/quantity tolerance for straight-through approval.

    Sample data

    Supplier Invoice Batch (synthetic sample) — grab the one-pager PDF (the ROI, the data, and the prompt on one sheet) to share or keep, or the raw CSV / Markdown to drag into Claude or Microsoft Copilot. The prompt hand-off above already includes the same data as text.

    Synthetic KokoAI demo data — not audited

    Run it on your own document

    Drop a PDF, Excel, Word, CSV, or text file (e.g. a 10-Q, an AR aging, an invoice register) and we'll run this use case on it. Your file is read in your browser and never uploaded — only the extracted text goes into your own Claude or Copilot.

    Choose a file or drop it herePDF · XLSX · DOCX · CSV · TXT · up to 15 MB

    Read in-browser · not uploaded · 10-Q/10-K trimmed to financials + MD&A

    Workflow

    1. 1.Capture and extract invoice header and line data.
    2. 2.Perform 2-way (invoice↔PO) and 3-way (↔goods receipt) match.
    3. 3.Auto-approve clean matches within tolerance; route exceptions.
    4. 4.Apply payment terms and schedule payment for approved invoices.
    5. 5.Detect duplicate or anomalous invoices and hold for review.

    Prompt / agent recipe

    Extract the line items from the attached invoice and match them to the referenced PO and goods receipt. Approve within [tolerance]; for any mismatch (price, quantity, missing receipt) explain the exception and route it. Flag possible duplicates against recent invoices.
    Try in Ask KokoAI
    Controls required
    • Match tolerances and auto-approval limits approved
    • Duplicate-payment and fraud checks before payment
    • Segregation of duties between approval and payment run
    • Exception and override audit trail