Lightspeed workflow

Invoice in, inventory updated, margins protected

Forward a vendor invoice, match it against the packing list, review exceptions, and post approved updates to Lightspeed. The whole flow, one system.

1

Send in your documents

Forward invoices by email, upload PDFs, or snap packing lists with the mobile app at the receiving dock. Everything lands in one queue.

Email PDF Photo Packing List Mobile App
2

AI extracts, matches, and reconciles

Line items are pulled from invoices, matched to your catalog, and cross-checked against packing lists. Cost changes and quantity mismatches get flagged automatically.

SKU matching
Cost verification
Anomaly detection
3

Review, approve, and post

Your team reviews exceptions, approves the clean data, and posts cost and quantity updates to Lightspeed. Nothing syncs without sign-off.

POS synced

What Happens Under the Hood

A closer look at what Invoice Perfect does with each invoice

Extract structured data

AI reads the full document and extracts vendor name, invoice number, date, line items with quantities, unit costs, and totals. It handles messy formats, multi-page invoices, and even handwritten PO numbers.

Invoice headers Line items Totals & tax

Match to your catalog

Each line item is matched against your POS catalog using SKUs, UPCs, and fuzzy product name matching. Items the AI isn't sure about are flagged for your review so nothing gets posted incorrectly.

SKU lookup UPC matching Fuzzy search

Reconcile packing lists

Upload packing lists alongside invoices and they're automatically matched. Snap a photo with our mobile app right at the receiving dock and quantities are cross-checked against invoice line items before anything gets shelved.

Mobile capture Invoice matching Shortage alerts

Verify costs & flag anomalies

The system compares each line item's cost to what's currently in your POS. Price increases, unexpected quantities, and new products are all surfaced immediately so you can approve or question them.

Cost deltas New products Quantity checks

Post to your POS

Once approved, costs and quantities update in your POS automatically via direct API integration. No CSV exports, no manual re-entry, no mistakes.

Lightspeed sync Real-time updates Audit trail

See It Work on Your Invoices

Share one recent invoice and we'll walk through your exact workflow. No commitment required.

14-day free trial
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Setup in minutes