# Automating Finance and Accounting with Kognitos: 3 Way Match/Reconciliation

> See Kognitos automate a 3-way match across an email, packing slip, order confirmation, and Salesforce opportunity — and auto-close the opportunity when prices reconcile.

**Page**: https://www.kognitos.com/videos/automating-finance-and-accounting-with-kognitos-3-way-match-reconciliation/
**Watch on YouTube**: https://www.youtube.com/watch?v=_iD-jlFUrC8
**Length**: 2m 03s

## 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.

## FAQs

**Q: What three documents are reconciled in this 3-way match demo?**

An order confirmation, a packing slip, and a Salesforce opportunity. Kognitos extracts the line items and prices from the first two and compares them to the opportunity record before closing the deal.


**Q: What triggers the automation?**

An inbound email with the order confirmation and packing slip attached. Kognitos reads the email, downloads the attachments, and starts the reconciliation automatically.


**Q: What happens when the line items and prices match?**

Kognitos advances the Salesforce opportunity to the Closed stage and sends a notification email to a designated recipient. The email includes a combined PDF of every document touched during the run, so finance teams have a complete audit packet.


**Q: Do I need a developer to change the matching rules?**

No. The automation is built and audited in plain English, so finance, AP, or controllership users can read and modify the logic without writing code.