The Document Comparison feature in Numero allows users to analyze, compare, and extract actionable insights from transactional documents like purchase orders, invoices, and quotes. It highlights differences, consolidates matches, and provides a structured breakdown to streamline decision-making and reconciliation processes.
By selecting documents with similar data attributes (common columns), users can create a side-by-side comparison to understand the specifics of each document. This feature supports up to 7 documents in a single comparison and provides three levels of comparison insights: AI Summary, Summary Comparison, and Detailed Comparison.
Key Document Types for Comparison
You can compare the following transactional document types:
Quotes (Vendor and Customer)
Invoices (Vendor and Customer)
Purchase Orders (POs) (Vendor and Customer)
Quote Headers
Note: Only documents of under Transaction document type can be compared. If you select any other document type (e.g., Statement of Work (SOW)), the Compare button will be disabled.
Key Functionalities
Smart Data Analysis
The comparison feature evaluates fields like SKU, unit price, and quantities across selected documents, categorizing results into three distinct scenarios:Complete Match: Aggregates data seamlessly, such as total quantities or amounts, when all fields align.
Partial Mismatch: Displays variations for specific attributes (e.g., matching SKUs but differing unit prices).
Complete Mismatch: Clearly separates documents with no overlapping fields, flagging the differences for review.
Visual Discrepancy Indicators
Differences are marked with clear visual cues—like red text or color highlights—so users can instantly spot unmatched fields and focus on resolving them.
Comparison Output
Results are delivered in two flexible views:Summary View: Presents aggregated totals for matched fields, offering a quick, high-level overview.
Detailed View: Breaks down discrepancies field by field, enabling users to dive deeper into the data.
Key Use Cases
Streamline Procurement Decisions
Compare vendor quotes to identify the best pricing or terms by analyzing key fields like unit price and total cost. Use the summary to make quick decisions or dive into details to understand discrepancies.Reconcile Invoices and POs
Ensure financial accuracy by identifying mismatches between purchase orders and invoices. Quickly spot overcharges, under-deliveries, or errors.
Audit and Compliance Support
Maintain organized records of matched and unmatched data. The comparison tool’s structured output simplifies audits and ensures compliance by keeping a clear trail of discrepancies and resolutions.