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Our work

Invoice reconciliation

Reconcile a $5M invoice backlog.

Keelo matches invoices to orders and receipts, then gives finance the discrepancies and records needed to resolve them.

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Records

Matching

Review

Results

Matches and exceptions prepared for review
Evidence assembled

Finance starts each review with the comparison already prepared, reducing the work of finding documents and checking lines by hand.

Challenge

Unreconciled invoices had built up to $5M. Finance had to find the corresponding orders and receipts, compare line items, and investigate differences before approving payment.

Discovery

We reviewed how finance matched records and handled partial deliveries, price differences, currencies, and inconsistent product references.

Build

The agent applies the team's matching rules to each line item. Exceptions include the relevant invoice, order, and receipt details.

Deploy

Finance reviews the prepared matches, resolves exceptions, and approves payment. The agent keeps the supporting records with each item.

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