How an engagement runs
From intake to exception report — the practical sequence for vendor invoice verification with Cloudopstools.
1. Enquiry and capacity check
You share the period, approximate invoice volume, and whether documents are electronic or paper. We confirm a review window that respects your payment or close date.
2. Scope letter
We write down the population, sampling method, criteria for an exception, deliverables, fee, and confidentiality terms. Work starts after you accept the letter and any deposit due.
3. Document intake
AP extracts, POs, receiving records, contracts, and prior credit notes arrive via secure transfer or on-site collection. We list gaps early so your team can fill them before testing stalls.
4. Testing and exception logging
Selected invoices are matched to support. Each exception records the invoice reference, issue type, amount at risk, and suggested next action for your AP staff.
5. Draft, final report, briefing
You review the draft for factual corrections. The final report and a closing briefing follow — usually a single session with your finance lead.
What you prepare
- Invoice listing or AP subledger for the period
- Open purchase order report
- Goods receipt or delivery confirmation records
- Key vendor contracts or rate cards
- A named contact for clarification questions
What we deliver
- Exception report with clear classifications
- Summary of control observations (optional appendix)
- Closing briefing notes
Ready to schedule?
Browse engagements or request a review with your preferred start week.