Within the FinanceAssist module of the MX Platform, you’ll find a centralized list of all media invoices in one place, along with the corresponding statuses for each.

One very unique thing about the MX Platform is that it connects to your other tools and partners—so here you will find not only invoices that have been manually entered but also invoices that have been automatically ingested or “sucked into” the platform without any human intervention—they just appear!

The MX Platform includes a powerful invoice reconciliation rules engine that automatically matches invoices to the correct orders for you.

Some rules are “baseline,” meaning they take into account standard industry practices, while others are customizable to meet your individual needs.

These rules can be set up at any level of granularity—at the company, vendor, media type, client, product, or estimate level—and can run either “on-demand” with the click of a button or set to run at the same time every day.

Filter the invoice list by “invoice status” to instantly zero in on invoices that require additional attention.

In the matching details screen, invoices can be matched to orders by bottom line or line-by-line, depending on the media type. Users can view both side by side on a single screen and review the details to see what is matched vs. unmatched and the reasons for the discrepancy.

All the data and details are connected, so whether you’re a buyer or on the finance team, you can quickly navigate to the relevant order, view the start and end dates, filter through media types, and more – all without leaving the MX platform.

Discrepancies can be easily found and rectified by comparing the invoiced versus ordered line items (for both media lines and non-media lines) within a single screen.

Depending on the cause, users can update the order in just a few clicks or access the details to contact the vendor for a revised invoice.

Users can match on subaccount rather than orders and CPE to span a multitude of segments linked to the digital platform delivery. Subaccounts are viewable in matching details.

From here, users can easily navigate to the matching details associated with the invoice and see exactly which order numbers match that specific invoice.