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From Excel to automated 3-way matching in 6 countries

A company that managed everything with spreadsheets implemented automated matching across invoices, POs, and goods receipts in 6 countries.

6 Countries integrated
95% Automatic match
70% Error reduction
3 days Average payment cycle

Context

A multinational company operating in 6 LATAM countries managed AP visibility through spreadsheets. Each country had different ERPs, local rules, suppliers, and approval flows.

The problem

Fragmented process

Invoices, purchase orders, and receipts were stored in different systems and formats by country.

The pain of manual matching

Teams manually compared invoices against POs and receipts, creating delays and inconsistent controls.

Consequences

Errors, duplicate payments, slow approvals, and limited regional visibility.

The solution

Phase 1: Data centralization (weeks 1-4)

Integration with existing ERPs

Cedalio connected to the local ERPs and extracted PO, supplier, and receipt data.

Unified invoice capture

Invoices were captured from email, portals, and upload workflows in one platform.

Phase 2: Automated matching (weeks 5-8)

Matching rule configuration

Rules were configured by country, supplier, tolerance, tax treatment, and currency.

Exception workflows

Exceptions were routed to the right local or regional owner with context.

Phase 3: Regional rollout (weeks 9-16)

The process expanded across all countries while local teams kept their operational autonomy.

Results

Automatic match rate: 95%

Error reduction: 70%

Payment cycle: from 14 to 3 days

Annual savings: $420K

Transformed AP team

The AP team moved from manual checking to exception management and supplier control.

Challenges and solutions

Challenge: Different PO formats by country

Cedalio normalized data without forcing local ERP changes.

Challenge: Suppliers that do not reference POs correctly

AI agents inferred likely matches from multiple fields.

Challenge: Resistance to change in local teams

The rollout focused on reducing workload, not replacing local teams.

Challenge: Different tax compliance by country

Validation rules were configured by jurisdiction.

The new process

For the AP team

Analysts focus only on exceptions and supplier follow-up.

For management

Regional leaders get consolidated visibility across countries and currencies.

Lessons learned

1. Standardizing does not mean making everything identical

2. The 95% automated flow frees time for the complex 5%

3. Suppliers benefit too

4. Consolidated data enables strategic decisions

Ready to leave spreadsheets behind?

Book a demo to see Cedalio’s regional AP automation model.