Automation

finance

Every supplier invoice, matched to its PO.

For a UK field service team, supplier invoices land in the accounts inbox and an agent checks every line against the PO on the job. When it agrees, the cost goes on the job. When it doesn't, the supplier is asked for a credit note.

Book a demoSee how it runs
who asks
Finance
how it runs
Built once in Agent Builder, then runs on its own.

how it runs

From one sentence to matched invoices.

Describe the match once in Agent Builder, test it on a real supplier invoice, then let it read every one that lands.

01

Describe it

Say which inbox to watch, what counts as a match and what to do when it isn't. Agent Builder plans the steps.

One sentence, six steps

01 / 03
Book a demoSee the before and afterSee how agents work

before and after

The same supplier invoice, two ways.

Wolseley's invoice 88412 for the Kingsway Court pump: £186.00 against £172.00 on PO-2304.

  1. Matching it

    Without Centrus: Printed and ticked against the PO by hand

    With Centrus: Every line read against the PO on the job

  2. The £14.00

    Without Centrus: Paid in the batch and never noticed

    With Centrus: Queried with Wolseley the day it arrives

  3. The PO

    Without Centrus: Left open, so nobody knows it's in dispute

    With Centrus: Marked queried until the credit note lands

  4. The job cost

    Without Centrus: Posted late, so the margin looks wrong

    With Centrus: Posted to the job once the PO matches

keep going

More in finance and cash flow.

Invoices chased, matched, checked against the contract and sent.

All 31 in finance and cash flow

questions

Questions about PO matching

On the job in BigChange, Joblogic or Simpro. The agent reads the PO number on the supplier's invoice, or finds the PO from the job and the supplier, then compares every line: the item, the quantity and the price agreed.

The PO is marked queried and the supplier gets an email from your accounts mailbox naming the line, the price on the PO and the credit note needed. When the credit note arrives, the agent matches it and closes the query.

No. It matches them and posts the cost to the job, so finance pays from a list that already agrees with the POs. Paying stays with finance, in the system you already pay from.

Yes. Say it in the sentence, such as "ignore anything under £2 a line", and the agent matches within that tolerance. Carriage, small price rises or rounding can each be allowed or queried, as you choose.

Any Outlook or Gmail mailbox you connect, such as the accounts inbox suppliers already send to. Queries go from that mailbox, signed by the person you choose, and replies come back to it, so finance sees the whole thread.
Centrus AI

in the 30 minutes

  1. 01We start with how your operation actually runs, on the desk and in the field.
  2. 02We show "Supplier invoices matched to the PO" on a setup that matches yours.
  3. 03We pick out the admin that should run itself first.

Book 30 minutes. Watch it run once.

Found the agent you need, or doing something that isn't on the list? Bring the job you want handed over, and we will show it on a setup like yours. You leave with a plan.

30 minutes / UK team / No lock-inOr see pricing