Match vendor invoices to purchase orders automatically
WebRun checks Ottimate invoices against their purchase orders, holds a calendar review slot for anything that doesn't match, and messages you on WhatsApp so mismatches get resolved before payment.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I catch Ottimate invoices that don't match their purchase order?
WebRun checks every pending Ottimate invoice against the purchase order it's linked to, and when the amount or items don't match, it holds a calendar review slot before the payment date and messages you on WhatsApp with the vendor and difference. Approving or paying the invoice stays a human decision inside Ottimate.
- PO mismatches get a review slot before the payment date, not after
- You only hear about it when there's an actual difference
- Every exception names the vendor and the amount involved
Built for restaurant groups · hospitality finance teams · multi location operators · AP managers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
login.plateiq.comin a real browser with your saved login - no setup, no API keys. -
1
Ottimate - match each invoice to its purchase order
ottimate.com
WebRun opens Ottimate to match each invoice to its purchase order. - Open Ottimate and list invoices captured but not yet approved for payment
- Check each invoice's amount and items against its linked purchase order
- Flag any invoice that doesn't match
Done when Every pending invoice has been checked against its purchase order.
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2
Google Calendar - hold a calendar slot for mismatches
calendar.google.com How to Automate Google Calendar
WebRun opens Google Calendar to hold a calendar slot for mismatches. - Hold a short review slot for each mismatched invoice before its payment date
- Include the vendor, amount, and the mismatch found
- Clear the hold once the invoice is approved or corrected
Done when A review hold exists for every unresolved mismatch.
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3
WhatsApp - message you on WhatsApp
whatsapp.com How to Automate WhatsApp
WebRun opens WhatsApp to message you on WhatsApp. - Message you the count of mismatches found and the largest one
- Include the vendor name and amount
- Skip the message when everything matches
Done when You're messaged only when a mismatch needs resolving.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does it approve or pay the invoice?
No. It only checks for a match and flags exceptions. Approving and paying stays a human step inside Ottimate.
What counts as a mismatch?
An invoice whose amount or items differ from the purchase order it's linked to in Ottimate, checked against Ottimate's own record.
Will this contact my vendor directly?
No. The WhatsApp message and calendar hold are for you only, to prompt a review before the payment date.
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