INC. Business Matchmakers · Personal introductions
Make invoice automation reviewable from receipt to booking.
INC. Business Matchmakers discusses what you need and explores which personal introduction through our network could fit. You and the specialist then agree directly on the work to be carried out.
Reading an invoice is only one step in processing it. Supplier identity, amounts, purchase references and approval still need to fit your accounting workflow. Start by describing where manual effort occurs and which errors would matter most before choosing an extraction or automation solution.
Test the invoices your business actually receives
Include different suppliers, currencies, credit notes, scans and complex line items. Decide which fields are essential and compare extracted values with the original document. A high overall reading score can hide a wrong account number or amount, so assess the fields according to their consequences.
Keep extraction separate from approval
Discuss duplicate detection, matching with purchase information and handling unexpected changes in supplier details. Decide when a document goes to a person and who resolves discrepancies. The ability to read a field should not automatically grant permission to approve a purchase, change bank details or initiate payment.
Design the accounting handover and exception queue
Ask how records enter your accounting system, how failures are shown and how corrected information is traced. Measure review workload and missed errors as well as processing speed. INC. seeks relevant expertise after your enquiry. Workflow design, configuration and integration are agreed directly with the specialist and your responsible finance team.
Frequently asked questions
Can we begin without changing accounting software?
Describe the current package and import options. A specialist can assess a focused connection before considering a wider system change.
Will every invoice be processed automatically?
Do not assume that. Agree which cases require review and test the likely exception volume using representative invoices.
What should we prepare?
Anonymised or appropriately authorised invoice examples, approval rules, purchase matching steps and the fields your accounting system needs to create a valid record.
From your question to a personal introduction
- 01
We clarify what you need
Tell us what you want to achieve, where you are now and your timescale. That gives the search a clear direction.
- 02
We check the right route
We explore the fit within our international network, including the network behind our members. Availability and interest on both sides are part of that check.
- 03
You agree the next steps
INC. prepares the introduction. The specialist discusses the approach, price and delivery directly with you. Guidance from INC. follows your membership arrangements.
Save time searching. Start with your question.
You do not have to build every connection yourself. Tell INC. which expertise you need so we can prepare a suitable personal introduction.
Please do not include confidential files or sensitive personal information here. We will first agree what information is needed.
Go to the membership application form
Explore existing INC. memberships