Matching & Reconciliation

What is Three-Way Matching?

The cornerstone AP control that compares purchase orders, receipts, and invoices to ensure accurate and authorized payments.

Quick Definition

Three-way matching (or 3-way match) is an accounts payable control process that compares three documents—the purchase order, the goods receipt, and the vendor invoice—to verify accuracy before authorizing payment.

  • Prevents payment for goods not ordered or received
  • Catches pricing discrepancies before payment
  • Essential internal control for fraud prevention
Three-Way Matching - PO, Receipt, and Invoice Comparison

Understanding Three-Way Matching

Three-way matching is one of the most important controls in accounts payable. It's a verification process that ensures your organization only pays for goods and services that were properly ordered, actually received, and correctly billed.

The process works by comparing data across three key documents:

  1. Purchase Order (PO) — Confirms what was authorized to be purchased, including items, quantities, and agreed prices
  2. Goods Receipt (GR) — Confirms what was actually delivered and accepted by your receiving team
  3. Vendor Invoice — Shows what the vendor is asking to be paid for

When all three documents match—same items, same quantities, same prices—the invoice is considered "clean" and can proceed to payment. When there are discrepancies, the invoice becomes an "exception" requiring investigation and resolution.

This seemingly simple process prevents a wide range of payment errors and fraud schemes, making it a fundamental requirement for any well-controlled AP operation.

The Three Documents

Purchase Order

The authorization document that started it all. Contains:

  • • Item descriptions
  • • Ordered quantities
  • • Agreed unit prices
  • • Delivery terms

Goods Receipt

Proof that items were delivered and accepted. Contains:

  • • Items received
  • • Actual quantities
  • • Receipt date
  • • Condition notes

Vendor Invoice

The vendor's request for payment. Contains:

  • • Billed items
  • • Invoiced quantities
  • • Invoice prices
  • • Total amount due

Match vs Exception: What Gets Checked

Clean Match

  • Invoice quantity = Receipt quantity = PO quantity
  • Invoice price = PO price (within tolerance)
  • Invoice items match PO line items
  • Receipt exists and is complete

→ Proceeds to payment automatically

Exception

  • ×Invoice price higher than PO price
  • ×Invoiced more quantity than received
  • ×No matching PO found
  • ×No receipt recorded for the goods

→ Flagged for manual review and resolution

Why Three-Way Matching Matters

$2.1M

Average annual fraud loss per organization

1-3%

Duplicate payments without matching controls

45%

Reduction in invoice exceptions with automation

Three-way matching is a foundational internal control that protects against payment errors, duplicate payments, and various fraud schemes. Organizations without proper matching controls experience significantly higher rates of payment issues and fraud losses.

How Three-Way Matching Works

1

Invoice Received

Vendor invoice arrives via email, mail, EDI, or portal and enters the AP system.

2

PO Identification

System identifies the corresponding purchase order using PO number, vendor, or line item matching.

3

Receipt Verification

System checks that a goods receipt exists, confirming delivery was completed and accepted.

4

Data Comparison

System compares quantities, prices, and items across all three documents for discrepancies.

5

Tolerance Check

Minor variances are evaluated against tolerance thresholds (e.g., 2% price variance allowed).

6

Match or Exception

Clean matches proceed to approval; exceptions are flagged for manual review and resolution.

Three-Way Matching Best Practices

Set Appropriate Tolerances

Define reasonable tolerance thresholds to reduce exceptions from minor variances while still catching significant issues.

Require Receipts Before Payment

Never pay invoices without confirmed receipt, even for urgent requests. This is a critical fraud control.

Automate the Matching Process

Use AP automation to perform matching instantly and consistently, reducing manual effort and errors.

Track Exception Rates

Monitor your exception rate as a KPI. High exception rates indicate process or vendor issues to address.

Address Root Causes

When exceptions occur repeatedly, investigate and fix the underlying issues rather than just resolving symptoms.

Common Matching Mistakes to Avoid

  • ×Skipping matching for "trusted" vendors — Fraud often comes from established vendor relationships
  • ×Setting tolerances too high — Defeats the purpose of matching by letting significant variances pass
  • ×Not requiring receipts for services — Services should have service confirmations just like goods
  • ×Manual matching at scale — Manual processes are error-prone and can't scale efficiently

Comparing Match Types

TypeDocumentsUse Case
2-Way MatchPO + InvoiceLow-value items, services where receipt is implicit
3-Way MatchPO + Receipt + InvoiceStandard for most goods and services (most common)
4-Way MatchPO + Receipt + Inspection + InvoiceQuality-critical items requiring inspection sign-off

Frequently Asked Questions

Automate Your 3-Way Matching

See how Remmi automatically matches invoices to POs and receipts with AI, reducing exceptions and eliminating manual matching effort.