Insights
Technical writing on automation, extraction and reconciliation.
Practical, specific and vendor-neutral. Each article documents a problem we encounter in engagements and the method that resolves it — usable whether or not you ever work with us.
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Detecting duplicate invoices when receipts arrive as photographs
A photographed receipt and the supplier's emailed PDF of the same expense share nothing as files. What to match on instead, and how to handle recurring charges.
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Why supplier invoice totals don't match the accounting system
Six structural causes of a folder-to-ledger discrepancy, in the order worth checking them — with the specific test for each.