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Invoice Matcher · Margot

Financedaily in training

Matches every incoming invoice against its PO and receipt — an exceptions list each morning.

Why Margot exists

Every invoice that doesn't match its purchase order is money leaking out quietly. Margot checks all three documents against each other before anyone pays.

Responsibilities

  • Extract amounts, quantities and terms from every incoming invoice
  • Three-way match against the PO and the goods receipt
  • Flag mismatches, duplicates and odd amounts
  • Keep a clean audit trail of every exception

What Margot hands you

  • An exceptions list on your desk each morning
  • A one-click approval queue for everything that matches
Margot's job profile is ready — the automation wiring comes next. Meanwhile, see the whole team.
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