Match and reconcile
Reconcile line items from one document with entries scattered across an entirely different set of documents and identify mismatches. From complex three-way invoice matching to bank statement reconciliation, from KYC verification to insurance claims processing, Staple AI handles it all.
Staple AI’s document processor automatically extracts, matches, and reconciles data from all types of documents across various formats and 300+ languages in the background.
Staple AI’s document processor automatically extracts, matches, and reconciles data from all types of documents across various formats and 300+ languages in the background.
Match one document with multiple others based on specific data. For example, in three-way invoice matching, a single invoice may be linked to multiple purchase orders and delivery orders. The system automatically matches them based on the purchase order number.
Reconcile data across documents based on a specific line item.
For eg, reconcile quantities in an invoice with multiple purchase orders and delivery orders based on item code
Reconcile a single line item with multiple line items across different documents. For example, match the quantity of an item on an invoice with multiple quantities on various purchase orders using the purchase order number and item code.
No two industries face the same challenges when it comes to document reconciliation. That’s why Staple AI is designed to handle a wide variety of workflows, from retail invoices and procurement records to financial statements, insurance claims, and compliance audits. Wherever complexity exists, we step in to extract, match, and reconcile.
Real-world problems. Real solutions. Here’s how it helps teams the most.
Seamlessly link documents, whether structured or messy, single or multiple references.
Our AI-driven matching engine connects documents with varying formats and fields. Whether it’s an invoice referencing multiple purchase orders or a statement spread across systems, the platform intelligently aligns records without rigid templates, helping you resolve mismatches quickly and accurately.
Set ranges and threshold rules for numerical values, and reconcile partially matching characters using fuzzy logic.
Data isn’t always perfect; amounts may vary due to rounding, or names may be misspelled. With configurable rules, you can fine-tune how strict or lenient matching should be. This empowers your team to handle edge cases confidently, while reducing manual intervention and ensuring higher match rates.
Handle variations, missing data, and inconsistencies using intelligent rules and fuzzy logic.
When documents are incomplete or inconsistent, reconciliation tools often fail. Our platform intelligently compensates for gaps, identifying patterns, tolerating minor differences, and automatically surfacing matches. This ensures that even the messiest records are processed without compromising accuracy or traceability.
Automate reconciliation in the background, reduce manual effort, and focus on what matters most.
Once configured, Staple AI runs continuously checking documents, flagging issues, and filling gaps without supervision. For example, a delivery note missing customer contact information can be auto-filled using data from the related invoice, ensuring smoother workflows and faster approvals without human intervention.
Don’t let mismatched documents keep you awake at night. Let Staple AI handle the hard part quietly, intelligently, and reliably.
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