Automatic invoice reconciliation with AI

AI reconciliation matches invoices with their delivery notes and returns a clear result: everything matches, there is a discrepancy to review, or documents are missing.

What is it for?

haddock compares quantities, amounts, and references between invoices and delivery notes. After the analysis you can accept the suggestion, adjust the match manually, or follow up with the supplier.

Who can use it

You need:

• Reconciliation access for the restaurant (view-conciliations-page).
• AI reconciliation enabled on the subscription, or the conciliation-agent feature flag for the property.
• Available AI reconciliation quota, unless Fina is active for the restaurant. With active Fina, AI reconciliation is not blocked by the subscription quota.

If the plan does not include AI reconciliation, or the monthly quota is used up without Fina, the AI actions stay disabled until the limit resets or your plan changes.

How to use it

1. Open Reconciliation and filter by supplier and date if needed.
2. On a pending invoice, run Reconcile so the AI analyzes the match.
3. Review the result:

• No discrepancy — accept and reconcile.
• Discrepancy detected — review highlighted lines and contact the supplier if needed.
• Missing documents — upload the missing delivery notes and run the analysis again.

4. Use Manually reconcile on an invoice when you want to pick delivery notes yourself instead of accepting the AI suggestion.

Best practices

• Keep suppliers and product references up to date.
• Reconcile shorter date ranges when you have high volume.
• Use Issues to track discrepancies with suppliers.

Frequently asked questions

Does the AI replace human review?

No. The AI automates the comparison and flags problems. You accept matches or review cases with notes.

Can I reconcile by supplier or period?

Yes. Filter before you run the analysis.

What if an invoice has no associated delivery note?

haddock can flag it as an incident. Upload the missing delivery notes to complete reconciliation.

For manual matching without AI, see Manually reconcile invoices.

Updated on: 15/05/2026