Solutions Invoices
Statement reconciliation
Supplier statements checked against the ledger, with only the differences surfacing.
01 / What it looks like running
Start to finish, and where a person still comes in.
- 01 / TriggerStatement arrives
- 02 / AutomatedLines read off the statement
- 03 / AutomatedMatched against the ledger
- 04 / AutomatedDifferences listed
- 05 / Needs a personChasing the differences
Automated Needs a person 3 of 5 run without anyone
02 / What stops happening
6 steps become 1.
The struck lines are the ones nobody performs after this is live.
- Statement arrives as a PDF
- Someone prints it, or works from two screens
- They tick off each line against the ledger
- They lose their place and start again
- They write up the differences
- Chasing the supplier about the differences
03 / Built on
In your tenant, under your licences.
- Power Automate
- Python
- Dataverse
Yours may differ. What a process runs on is decided by what it touches, not by what we prefer building with.
Does yours run like this?
It probably runs nearly like this, with two steps that are entirely your own. Those two are the interesting part.