IntelliChief Match2ERP
Real-Time, Bidirectional ERP System Integration
IntelliChief Match2ERP enables true touchless processing through real-time, bidirectional ERP system integration with enterprise ERP platforms. Using AI-enabled intelligent capture and matching capabilities, it captures, validates, and matches unstructured document data directly against ERP master data and transactions. This enforces business rules, internal controls, and compliance requirements at the point of processing.
The result is faster cycle times, reduced errors and fraud risk, improved cash-flow control, and lower processing costs. When human review is required, the platform validates all inputs against the ERP in real time, ensuring accuracy and preserving financial integrity.
Regardless of the business process, the system performs automated, intelligent matching of data captured from received documents, so they can be processed automatically in the ERP system without human intervention. Business documents particularly well-suited to automation include:
- Received invoices (AP Automation)
- Sales orders (Sales Order Management Automation)
- Remittances (AR Automation / Cash Application)
When the matching process results in an exception, advanced workflows route the document to the appropriate individual to deal with the exception, based on embedded business rules. Processing work windows display the exact information, instructions, and documents required for a processor to complete manual matching or correct the data so processing can continue.
A Key Part of Our AI-enabled HyperAutomation PlatformMatch2ERP is a core component of IntelliChief’s AI-enabled HyperAutomation platform. Regardless of which process is being automated, it’s the underlying data matching tool that connects to the ERP to manage and control document processing. When documents match ERP data, transactions are automatically updated through ERP posting or vouchering without human intervention. When manual review is required, users work in a browser-based interface to correct missing or inaccurate data elements required for ERP processing. |
The Capabilities of IntelliChief’s Match2ERP Technology
Deep ERP integration
This technology delivers seamless, real-time matching of field-level data with the ERP and other systems of record, using IntelliChief’s pre-built integrations. It preserves ERP data integrity, maintains master data consistency, and produces a complete, audit-ready transaction trail.
User Experience
The use of a unified interface across all IntelliChief automation solutions reduces training requirements, accelerates implementation, and increases user adoption across departments and process teams.
Straight-Through Processing
The matching engine operates behind the scenes to reduce manual labor, and automatically resolve many exception scenarios that conventional automation approaches cannot handle.
Exception Handling
Advanced workflow-driven exception handling shortens processing time, strengthens financial controls, and reduces human error when manual intervention is required.
High Scalability
The platform is engineered to support high transaction volumes and user loads, while scaling efficiently across multiple entities and business units.
Advanced Analytics
Built-in analytics provide KPIs for automation performance, dashboards for operational and departmental visibility, and end-to-end process insight to support management oversight and financial decision-making.
AI-Enabled Matching
Match2ERP AI agents automatically match captured data against multiple related documents and ERP records. The system learns from past transactions (in order to increase straight-through processing rates), applies tolerance thresholds, and flags only true exceptions for human review.
This AI-enabled document processing solution shortens processing cycles, increases straight-through processing, eliminates errors, and streamlines exception handling and approvals.
Supported ERP Platforms
Match2ERP is purpose-built for deep, real-time ERP integration with leading enterprise ERP platforms. IntelliChief provides pre-built integrations that enable field-level validation, AI matching, and transaction updates directly within supported ERP environments. Supported platforms include but are not limited to:
The AI agents operate within ERP data structures using platform-specific business rules, vendor records, GL frameworks, and tolerance thresholds. This ERP-native approach enables accurate posting or vouchering, preserves master data integrity, and maintains full audit control throughout document processing.
Request a demo to see IntelliChief working inside your ERP environment.