Every purchase invoice matched, coded, approved and ready for payment. Automatically. Your team sees only what deviates.
Runs on Exact Online, NetSuite and Microsoft Dynamics 365 · your ledger stays where it is
Claridy's inbox agent reads your AP mailbox: payment questions, statements, disputes, and the documents that aren't invoices at all. This one is a credit note for two weeks of equipment rental that were billed but never delivered.
Claridy recognises it, drafts the reply with the right references, and hands it to the credit note workflow. You review and approve, or it routes to the right person.
Matches invoice, purchase order and goods receipt at line-item level: multi-PO, partial deliveries, your own tolerances.
Most systems are binary, match or fail. Claridy shows exactly what differs, invoice says 12 weeks, the PO and the receipt say 10, and you approve, reject or resolve in one click.
Assigns GL codes, cost centers, projects and VAT codes based on supplier, description and history.
It learns from corrections, last month's mistakes don't come back.
You set the routing rules on any dimension you book on: amount, cost center, budget holder, supplier, project.
Claridy escalates on absence, validates IBAN changes before payment, and bundles approved invoices into a payment proposal ready for your bank.
Every booking reconciles back to the PO, the receipt and the cost allocation in the same step. See Reconciliation ↗
Each one has a rule, and the rule is written down before it happens.
Invoiced for 12 weeks of equipment rental, 10 received. Under your tolerance it posts and logs the difference. Over it, the supplier gets a mail with the variance calculated and a credit note requested.
Same supplier, same amount, a different reference. Held before it reaches the payment run, with both copies side by side. And the twelve identical lease invoices that arrive every year are left alone, because a recurring amount is not a duplicate.
Without a PO number an invoice normally drops out of the match and someone looks the order up by hand. Claridy keeps searching on supplier, amount, date, description and the goods receipt behind it, down to the right PO line. You see what it matched on before you approve.
It says 9% on an invoice from a subcontractor. On subcontracted construction work the VAT should be reverse charged, even when the work itself falls under the low rate. Flagged before it posts, because getting this wrong is your problem, not the supplier's.
Your scanning software reads the invoice. That's about ten seconds of the job. Here's the rest.
Your scanning software becomes replaceable. Claridy scans itself and then does the work that stays manual today. Switching is not a migration: your ERP stays, and Claridy first runs supervised alongside your process.
A demo on a real example from your own process: your ERP, your suppliers, your exceptions.