Flagship audit
Full application audit for invoice matching
A complete review of matching logic, tolerances, exception handling, and control evidence inside the application your AP team uses.
Who this is for
Finance controllers, AP supervisors, and internal auditors who need a clear picture of how an invoice matching application behaves under real invoice volume — not a vendor brochure summary.
Result you receive
A findings pack that maps matching rules to observed outcomes, lists material gaps, and ranks remediation steps by effort and control impact. Stakeholders can take the pack into remediation planning or an internal audit follow-up without translating jargon.
Scope
Included
- Inventory of active matching methods (two-way, three-way, evaluated receipt settlement where present)
- Review of tolerance tables for price, quantity, and tax
- Sampling of matched, partially matched, and blocked invoices from a recent period
- Walkthrough of exception queues and ownership for clearing
- Mapping of user roles that can override, force-match, or reassign documents
- Written findings with evidence references and a remediation sequence
Excluded
- Source-code modification or custom development inside the application
- Full ERP implementation or migration project management
- Continuous managed services after the engagement ends (available separately by agreement)
How we work
- Kickoff — Confirm the matching application, legal entity scope, and access for read-only configuration review.
- Configuration read — Document matching methods, tolerances, and approval paths as configured today.
- Transaction sampling — Examine a agreed sample of invoices against purchase orders and receipts.
- Exception deep-dive — Trace aged items in the queue to the rule or process that stranded them.
- Findings workshop — Present draft findings to AP and finance stakeholders before the pack is finalized.
Duration and delivery
Most engagements close in three to five weeks, depending on how quickly configuration access and sample extracts are available. Kickoff can be held at our Gangnam office or at your site in the Seoul capital region; detailed document review is often remote.
Preparation
Please arrange:
- Read-only access (or screenshots/exports) of matching configuration
- A recent extract of matched and unmatched invoices with PO and receipt references
- A short list of known pain points from the AP supervisor
Constraints
We work within the application’s existing configuration. We do not bypass security policies, and we do not require production write access. Multi-country templates add calendar time when entity-level rules differ.
Fee basis
Quoted as a fixed fee after a short scoping call. Fee drivers include number of company codes or entities, volume of matching methods in use, and whether supplier portals feed the same matching engine.
Next step
Request this audit and mention “full application audit” plus the name of your matching application or ERP module.