INVOICE PROCESSING
Three-way match Front invoices against purchase orders in Postgres
Parses a Front vendor invoice and runs a three-way match against the matching purchase order and receipt records in Postgres, posting pass or exception results to Slack.
How it runs
The automated pipeline, trigger to output.
- TriggerVendor invoice email arrives in FrontFront
- ActionParse invoice header and line items with OpenAIOpenAI
- ActionLook up PO and receipt rows in PostgresPostgres
- LogicRun three-way match within tolerance
- ActionMark approved or write exception to PostgresPostgres
- OutputPost match and exception summary to SlackSlack
What it does
Extracts a vendor invoice from Front and reconciles it against your purchasing system of record. It looks up the referenced PO and goods-receipt rows in Postgres, compares quantities and prices line by line, and reports whether the invoice is a clean three-way match or an exception that needs a human.
When to use it
Use it when you run procurement on POs and need invoices validated against ordered and received quantities before payment. It catches overbilling, quantity mismatches, and unauthorized line items before they reach AP.
How it works
- 1A vendor invoice email arrives in Front and triggers the flow.
- 2OpenAI parses the invoice into a header plus line items including the PO number.
- 3The flow queries Postgres for the matching purchase order and receipt records.
- 4A logic step performs the three-way match: invoiced vs. ordered vs. received, within a price and quantity tolerance.
- 5Matched invoices are marked approved in Postgres; exceptions are written with a reason code.
- 6A summary of matches and exceptions is posted to the AP Slack channel.
Set it up
What you configure once, before turning it on.
- 1Connect FrontShared inbox, conversations.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect PostgresAny Postgres URL — query, write, migrate.
- 4Connect SlackChannels, DMs, threads, mentions.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
More Invoice Processing workflows
Dollar-Threshold Match Variance Escalation Chain
Routes three-way match variances up an approval ladder by dollar size — small ones to the line manager, large ones to the controller.
Front vendor invoice to Airtable approval packet with line-item parse
Watches a Front inbox for vendor invoice emails, extracts header and line-item data from the body and PDF attachment, and writes a structured.
Gate invoice approvals on a duplicate cross-check
When an approver clicks Approve in your AP system, a webhook re-validates the invoice against paid history in Postgres and Stripe charges.
Three-Way Match Exception Router by Variance Type
When a new invoice fails three-way match against its PO and receiving record, this workflow classifies the mismatch (price, quantity, or missing receipt) and routes each variance…
Route parsed Front invoices to the right Slack approver by amount
Parses an incoming Front vendor invoice and posts an interactive Slack approval card to the approver whose spending threshold matches the invoice total.
Daily AP aging digest from the Front invoice ledger
On a daily schedule, scans the Airtable invoice ledger for unapproved and past-due invoices, summarizes them with OpenAI.
Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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