Automating Finance and Accounting with Kognitos: 3 Way Match/Reconciliation
Watch Kognitos extract line items from email attachments, reconcile them against Salesforce, and close the opportunity when the 3-way match succeeds.
What's in this video
A 2-minute walkthrough of a finance and accounting use case: a 3-way match reconciliation that compares an order confirmation, a packing slip, and a Salesforce opportunity, then auto-closes the deal when everything ties out. Every step is shown live in the Kognitos UI, including the natural-language code behind it.
The 3-way match in action
- Trigger — inbound email: The process kicks off when an email arrives with two attachments: an order confirmation and a packing slip.
- Document extraction: Kognitos extracts the order number and line-item table — in this run, the line item is a syringe at $312.02.
- Salesforce lookup: Kognitos queries Salesforce for the matching opportunity. The demo shows the Jurassic Science account sitting in the Negotiation stage with the same syringe at $312.02.
- Reconciliation: All three sources are compared — order confirmation vs packing slip vs Salesforce opportunity — to confirm prices and line items match.
- Stage update: Because everything reconciles, Kognitos advances the opportunity to Closed-Won.
- Notification: A confirmation email is sent to a designated user with a combined PDF that bundles every document used during the run for audit and tracking.
Why English matters here
The same step-by-step logic shown in the video is also the source code — Kognitos lets finance teams read the automation as a sequence of plain-English sentences, which is what makes the audit trail (and any future change) accessible to controllers and AP managers without involving a developer.