AI-Powered Three Way Match on Autopilot
3-way matching automation the practice runs without rebuilding the tolerance rules per client.
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Let AI Agent run your 3-way match
One prompt. Multiple tools. Real outcomes.
Pull POs
Let AI Agent run your 3-way match
Pull POs
Pull this week's open purchase orders for this client in Xero. Group by supplier, status (open, partly received, fully received) and value. Tie each PO to the budget code, the approver who signed it off and any supporting documents from the practice's shared folder. For POs older than the stale-PO window, flag for review and propose close-out where the supply is unlikely to land. If a PO was approved outside the agreed approval matrix, ask me whether to refer to the senior. Pause before closing any PO. Ask me where the practice stores supplier contract evidence. Save a note for the practice manager listing open POs, stale POs and items awaiting senior decision.
Match receipts
Match goods receipt notes against open POs for this client in QuickBooks. Pull receipts from the practice's shared folder, compare each receipt against the PO by item code, quantity received, delivery date and delivery note. Close out PO lines as receipts arrive and track open quantity per PO line. For partial deliveries, leave the PO line open with the remaining quantity. If a receipt exceeds the PO quantity or arrives without supporting evidence, ask me whether to query the supplier or refer to the senior. Pause before closing a PO line on partial evidence. Save a note for the practice manager listing matched lines, partials, over-deliveries and items awaiting clarification.
Compare invoice
Compare supplier invoices against the PO and the goods receipt note for this client in Sage 50. For each invoice this week, pull the linked PO and cumulative receipts, then match on price, quantity, tax and freight against the practice's tolerance bands for the client and supplier. Matches inside tolerance route to approval; matches outside tolerance land in the exceptions queue with the supporting evidence. If a tolerance band needs setting for a new supplier, ask me whether to apply the default or refer to the senior. Pause before approving any change to a tolerance band. Save a note for the practice manager listing matched, in-tolerance variances and out-of-tolerance items.
Resolve variances
Resolve match variances for this client in FreeAgent at the end of the match cycle. For each out-of-tolerance variance, identify the cause (price escalation, quantity short, tax code mismatch, freight surcharge) and propose a resolution: accept and post, request a credit note, request a debit note, or write off per the practice's policy. For supplier-driven price changes, check whether the contract supports the change. If a variance requires the senior's call on a write-off above the practice's threshold, ask me before proposing. Pause before posting any write-off. Save the variance resolution log to Google Drive ready for the senior review meeting and the audit pack.
Trusted by the world's best
“Each customer request used to take 4 hours of manual work across 3 different systems. Now with Minded over 80% of payment requests take less than 10 minutes and our VIP customers have never been happier.”
“We serve 40% more clients per bookkeeper with no new hires. AI files the tax forms and drafts the documentation. Each bookkeeper gets 12 hours a week back for review and advisory work.”
“We dropped Excel sheets and finance emails for automating payments and invoices for 50K restaurants. AI worked on top of SAP without migration.”
Integrate with your existing software
Seamlessly integrate three way match workflows with your existing tools, ERP, and communication channels.
Benefits
Three-way match automated by AI Agents
PO, GRN and supplier-invoice matching, tolerance checks and exception routing stop running on staff one document at a time. The AI Agents repeat three-way match across every client book, which is wher
Match rules that learn each client's tolerance bands
Tolerance bands vary by client and supplier: some clients accept three per cent price variance, others two per cent or none. Minded learns each client's bands and applies them per supplier. Tie this t
One match flow across Xero, QuickBooks, Sage 50 and FreeAgent
A real practice runs 3-way matching for clients on Xero, QuickBooks, Sage 50 and FreeAgent at the same time. The same PO, receipt, invoice and variance motion runs in every ledger. See [invoice proces
Activate your tools without APIs
Forget about asking your CTO to shift priorities, let your agents operate like your humans do and deliver real value to your customers from day 1.