📊 Data Processing
📖 Official
Invoice Processing Automation
Automatically extract invoice data, validate information and perform 3-way matching with purchase orders
★★☆ Intermediate 5-15 min January 12, 2026
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Scenario
We process hundreds of invoices monthly and need to automate the process of extracting data, validating and matching with purchase orders.
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Prompt
Process all invoices in /incoming-invoices folder: - Extract vendor name, invoice number, date, line items, totals - Validate against purchase orders in /purchase-orders - Perform 3-way matching (invoice, PO, receiving document) - Flag any discrepancies or exceptions - Route approved invoices to appropriate approval queue - Generate summary report of processed invoices
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Expected Result
Claude extracts invoice data (OCR supports PDF/images), performs 3-way matching with purchase orders, flags discrepancies and exceptions, routes approved invoices to approval queues, generates processing summary. Case studies show processing time reduced from 6 days to 1.5 days, 77% cost reduction.
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Tips
- • Supports PDF, image and electronic invoice formats
- • Can set amount thresholds and approval rules
- • Exceptions automatically generate resolution suggestions