Invoice matching — Summary

Finance · Assistant Accountant · Runs weekly100% complete

1 waiting for a decision

Biggest wins in this workflow

SimplifyExtract invoice headers automatically (step 2)≈ 48h/yr · ~55m/run

Hands-on time per run

3.4h

≈ 178 h a year

Planned to free (accepted)

0m per run

≈ 0 hours a year back to the team once done

Still open (recommendations to review)

55m per run

0m planned + 55m open + 2.5h untouched = 3.4h per run

≈ 48 hours a year if all adopted. Accepted ones sit under Planned to free; nothing here counts more than its step costs

Already automated today

0 of 7 steps

0m of hands-on time is on partly systematised steps — honest baseline, not opportunity

Top friction points

Worst first — how much a step hurts, multiplied by how long it takes. So a long mildly annoying step can outrank a short painful one.

Step	Who does it	Kind of pain	Hurts	Time	Why it hurts
Rank 1, step 2, Key each invoice header into the finance system	Assistant Accountant	—	badly	60m	Manual keying, and every typo surfaces a month later
Rank 2, step 4, Chase missing purchase orders with the buyers	Assistant Accountant	—	a lot	20m	Same three buyers every week

Recommendations

To review1

🔧 Change how these are done (1)~55m/run

Step 2Simplifyneeds setting up

Extract invoice headers automatically

~55m per run of the step's 60m

How ▾

Once document OCR lands, invoice PDFs saved from the AP inbox get read automatically — header data lands in the finance system for confirmation instead of being keyed. Typo-chasing a month later ends with the typing.

Accepted0

None

Not now0

None