TriMatch accounts payable
A practical checklist for reviewing extracted supplier invoice fields, difficult scans and line items before matching or posting a bill.
It can reduce typing, but an extracted result is not evidence that an invoice is correct. Start with redacted documents you are permitted to use, compare the output with the original, and record corrections by field and supplier. TriMatch does not claim an independently measured extraction-accuracy rate.
Watch for clipped totals, skewed phone photos, shadows, faint print, multi-page tables and unfamiliar layouts. Request a clearer original when essential information is missing rather than guessing a quantity or bank number. Keep the source available for the reviewer.
Check supplier identity, invoice number and date, currency, PO reference, quantities, units, unit prices, subtotal, tax, freight and total. Recalculate the arithmetic. Separate an invoice from a credit memo and check whether the same document was already received through another channel.
A perfectly readable bill can still charge for goods not received or use a price above the PO. Match against the order and accepted deliveries, review duplicate warnings and route discrepancies to the responsible person. Do not use OCR to approve a vendor bank change.
Use a representative mix of clear PDFs, real supplier layouts and difficult scans, with permission and verified hosting before real data. Count correct fields, line-level errors, documents needing correction and time spent reviewing. Verify the resulting accounting record too; a successful extraction does not prove the connector posted the right bill.
Fictional worked example
Fictional supplier Harbor Components sends invoice DEMO-1042: ten seals at $12, subtotal $120, tax $9.60, total $129.60.
| Document | Check before confirmation | Next step |
|---|---|---|
| Text PDF | Vendor, invoice number, date, quantities and totals | Compare extracted fields with the original |
| Phone photo with clipped total | Missing total and unclear line descriptions | Correct the missing fields manually |
| Supplier spreadsheet | Supported import template and field mapping | Validate the preview; do not assume arbitrary Excel layouts work |
Do not approve a bill just because OCR produced a total. Check that subtotal plus tax equals $129.60, verify the PO and lines, then confirm. A blurry or unfamiliar layout can require manual review. This is a worked example, not a measured extraction-accuracy result.
For US wholesale, distribution and manufacturing teams using purchase orders and receiving records. Start with a fictional-data walkthrough; do not email invoices, bank details or tax IDs.
Ask about your invoice volume, partial deliveries and accounting setup. Connector and deployment acceptance are part of onboarding.
Standard trial: 14 days; card required; charged afterward unless cancelled. See pricing and trial details.