Controllers and AP teams
Find duplicate payments and unclaimed vendor credits
Scans the payables ledger for exact and near-duplicate payments, credit memos never applied, overpaid invoices and vendor-statement balances, then drafts the refund request for each vendor.
What the engine checks
- Exact and fuzzy duplicate invoices (number, amount, date, vendor variants)
- Payments above invoice amount
- Credit memos and rebates never taken
- The same invoice paid by two entities
What you upload
A CSV export. Header names are matched automatically; these are the columns the engine reads.
| Column | Required | Example |
|---|---|---|
| Vendor | Yes | Acme Supply Inc. |
| Invoice number | Yes | INV-1001 |
| Invoice amount | Yes | 1250.00 |
| Invoice date | 2026-01-05 | |
| Paid amount | 1250.00 | |
| Payment date | 2026-01-20 | |
| Payment reference | 50011 | |
| Entity | US East | |
| Document type | Invoice | |
| PO number | PO-8812 |