What Is Digital Invoice Matching?
Invoice matching is the process of comparing invoices with related documents like:
Purchase
Orders (POs)
Goods Receipts /
Delivery Notes
Contracts or
agreements
With d.velop’s advanced OCR and AI powered matching engine, we automate this workflow and connect it directly to your Salesforce data and processes.
Whether you’re using Salesforce for procurement approvals, contract lifecycle management, or account management, invoice status is instantly visible where your teams need it.
Automate Invoice Workflows. Eliminate Manual Matching. Improve Accuracy.
Manually matching invoices to purchase orders and delivery notes wastes time, introduces errors, and slows down your finance operations. That’s why Cognition24—together with d.velop, a leading document management platform—delivers a fully integrated digital invoice matching solution optimised for Salesforce environments.
Our solution bridges the gap between your CRM, ERP, and Finance Systems, helping you automate invoice processing and unlock real-time financial visibility—all within a trusted, compliant, cloud-based environment.
How It Works for Salesforce Users
Our invoice matching service works seamlessly with Salesforce and your ERP or accounting platform to:
- Digitally capture and interpret invoices (paper, PDF, XML, EDI)
- Automatically match invoices to POs, delivery notes or contracts
- Route mismatches to the right Salesforce user or queue for resolution
- Trigger Salesforce workflows, tasks, or notifications
- Store matched invoices in a secure document management archive
- Sync payment status back to Salesforce for full lifecycle visibility
Everything is designed to reduce friction between your finance, operations, and customer-facing teams.
Key Benefits for Salesforce Customers
- Real-time status tracking of invoice approvals, payments, and exceptions in Salesforce
- Reduced manual effort and fewer errors in invoice processing
- Stronger audit trails and compliance with financial regulations
- Improved cash flow insights with integrated financial visibility
- Seamless collaboration across finance, sales, procurement, and support
Integrates With Your Existing Systems
We connect Salesforce with your finance and ERP systems, including:
Custom / legacy finance systems
The integration is tailored to your unique workflow and approval structure—whether centralised or multi-departmental.
Powered by d.velop. Delivered by Cognition24.
d.velop is a leading European provider of document management and process automation, trusted by over 12,500 companies globally. Combined with Cognition24’s Salesforce expertise, we deliver:
- Rapid deployment of invoice matching workflows
- Integration with d.velop’s secure archive for document compliance
- Salesforce-native dashboards, workflows and alerts
- Ongoing support and optimisation of invoice-related automations
Use Cases We Support
- PO-to-Invoice matching for B2B procurement
- Contract-based invoice validation for professional services
- Multi-level approval routing with Salesforce record triggers
- Discrepancy handling workflows across finance and operations
- Integration with supplier portals and vendor records
Let’s Eliminate Manual Invoice Matching in Salesforce
Your finance team shouldn’t have to chase paperwork. With Cognition24 and d.velop, you can digitise and streamline your invoice processing—fully integrated with your Salesforce platform.
Ready to simplify invoice workflows?
Book a demo or consultation with our Salesforce and d.velop integration experts today.