Moxo for 3-way match exceptions: Clear discrepancies faster

At a glance

Three-way match exceptions create costly delays when purchase orders, receipts, and invoices don’t align. Payment holds frustrate vendors and expose finance teams to compliance risks.

Automating exception handling through Moxo accelerates resolution by routing mismatches to the right owners with Magic Links, collecting supporting evidence in one secure portal, and logging audit-ready outcomes with complete visibility.

Finance and procurement leaders can reduce resolution times by more than half, strengthen vendor trust, and maintain airtight audit trails — all without adding complexity or manual effort.

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The hidden cost of slow exception handling

Exceptions may seem minor, but their operational impact is significant. Quantity mismatches block inventory planning, price discrepancies inflate costs, and missing receipts create compliance exposure.

As per Deloitte research, AP teams spend nearly 30% of their time chasing mismatches instead of focusing on strategic supplier management.

Each delayed exception brings compounding risks — unpredictable cash flow, strained supplier relationships, and audit vulnerabilities when documentation is incomplete. For CFOs focused on efficiency, manual exception handling is no longer sustainable.

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Why urgency is rising now

Global supply chains have grown more complex, transaction volumes have multiplied, and regulators are raising scrutiny on financial accuracy. Vendors expect timely responses, while auditors expect transparent, digital records.

Without automation, teams rely on email threads and disconnected systems, creating data silos and bottlenecks. Finance leaders are now prioritizing solutions that deliver both operational efficiency and compliance assurance — not one at the cost of the other.

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What to demand from a solution

Decision-ready buyers evaluating platforms for three-way match exception handling should focus on four essential capabilities.

Automated routing and ownership clarity

The system must instantly route mismatches — quantity, price, or receipt — to the correct owner, ensuring accountability and faster turnaround.

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Secure vendor collaboration

Suppliers should not need training or logins to participate. Look for Magic Link access that allows them to share documents or comments securely in seconds.

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Compliance-ready recordkeeping

Each resolution step must be tracked automatically with encryption, SOC 2 compliance, and full audit trails to protect financial integrity.

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Scalable workflow automation

The solution should go beyond exception handling to manage broader workflows — approvals, escalations, onboarding, and reporting — across departments and vendors.

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How Moxo delivers for exception workflows

Moxo provides a no-code workflow automation platform that bridges internal finance teams and external vendors through a single, secure portal.

Exception taxonomy made actionable

A mid-sized logistics company adopted Moxo’s pre-built template and reduced resolution timelines by 54%. The CFO shared, “We went live in days, not months, and adoption was near-instant.”

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Routing with role-based ownership

Through role-based workflows, every exception automatically reaches the right department. Procurement handles price variances, AP closes invoice gaps, and warehouse teams verify receipts. Visibility eliminates confusion and ensures no issue is lost in email threads.

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Evidence collection and digital approvals

With Moxo, vendors upload receipts, invoices, or clarifications directly via secure links. Approvers complete sign-offs digitally, while all supporting materials remain encrypted in one record. This approach strengthens compliance and reduces audit stress.

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Close-out and audit dashboards

Once exceptions are resolved, Moxo’s audit-ready dashboards store every step — approvals, timestamps, and evidence — for instant retrieval during audits. Teams can filter by vendor, issue type, or resolution status without manual spreadsheets.

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Template for rapid deployment

Moxo’s 3-way match exception template accelerates adoption. Organizations can deploy within days, adapting approval hierarchies through its no-code workflow builder. This drives faster ROI and greater adoption across AP and procurement.

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Proof points and social validation

• Education provider case: Implemented Moxo’s 3-way match template and reduced invoice approval time by 54%, with adoption achieved in days.
  
  
• Accounting firm pilot: Leveraging Moxo’s AI agents, the firm cut exception workload by 30%, proving automation is already improving AP efficiency.
  
  
• G2 reviews: Users highlight “bank-grade security,” “audit-ready workflows,” and “Magic Links that simplify vendor collaboration.”
  
  

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Why Moxo

Three-way match exceptions—between PO, receipt, and invoice—often slow down payments. Moxo accelerates resolution by orchestrating collaboration and automation in one flow.

When mismatches are detected, workflow automation routes exceptions to the correct reviewer based on defined logic. Integrations pull accurate PO and receipt data directly from ERP systems to ensure context-rich comparisons.

Stakeholders resolve discrepancies in a secure portal with real-time messaging and document sharing. Dashboards highlight open exceptions by type and priority, while audit trails capture every correction for compliance.

With Moxo, 3-way match exceptions no longer delay payments—they’re handled collaboratively, transparently, and on time.

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Take the next step toward error-free, audit-ready exception handling

Three-way match exceptions shouldn’t slow down payments or compromise compliance. Moxo helps finance teams route, resolve, and record mismatches in half the time. The outcome is higher efficiency, audit confidence, and stronger vendor relationships — without increasing headcount or complexity.

Book a demo or schedule an ROI consultation to see how Moxo transforms your AP workflows from manual to modern.

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FAQs

How does Moxo simplify vendor collaboration?

Vendors use secure Magic Links to upload documents and respond directly — no logins, no training, no friction.

Is Moxo compliant with financial regulations?

Yes. Moxo meets SOC 2, SOC 3, and GDPR standards, providing encryption, audit trails, and role-based access to ensure data protection.

How fast can the 3-way match template be deployed?

Most organizations go live within days using Moxo’s no-code workflow builder.

Does Moxo integrate with ERP and accounting platforms?

Yes. Moxo integrates with leading ERP and finance systems to keep exception records synchronized.

What ROI can finance leaders expect?

Clients report up to 60% faster approvals, improved supplier relationships, and reduced audit preparation time.