Evidence
Client stories from matching audits
Accounts payable and finance voices on what changed after an invoice matching application review.
“They walked our three-way match tolerances line by line. We finally understood why so many freight invoices sat in the exception queue for weeks. The findings pack gave purchasing something concrete to fix, not another vague note about ‘process discipline.’”
“I asked for a control walkthrough before internal audit arrived. Online Reason made our override log readable. One mild caveat: they needed an extra week because our role matrix lived in three spreadsheets — that delay was on us, not them.”
“The exception queue assessment tagged duplicate supplier invoices we had been clearing by habit. Clearing the oldest sixty items took less drama once we knew which matching rule kept recreating the hold.”
Extended story: tolerances after a catalog refresh
A mid-size electronics importer refreshed supplier catalogs mid-year. Unit prices shifted by small amounts that still fell inside the old absolute tolerance but broke percentage checks on low-value lines. The matching application auto-cleared high-value capital invoices while parking hundreds of accessory lines.
Online Reason sampled two weeks of receipts, mapped each blocked line to the tolerance that stopped it, and proposed a split: tighter percentages on capital categories, slightly wider absolute amounts on consumables. AP and purchasing agreed the split in a single workshop. Exception volume on accessory lines fell through the following close without relaxing controls on larger spend.
Extended story: force-match authority
A construction materials firm allowed six clerks to force-match above a threshold that no longer matched policy. The control walkthrough traced twenty high-value overrides to two shared accounts. The findings did not accuse individuals; they showed the application’s role design. The firm narrowed authority and kept a monthly override extract for the controller.