1. Home
  2. Help
  3. Engines
  4. Quote vs Invoice
Post-Award · Engine

Quote vs Invoice

Quote vs Invoice is the engine that matches a vendor invoice to the original quote, item by item. It flags each discrepancy, such as a price change, a quantity shift or an item on only one side, as justified, unsupported or overbilled, and computes the recommended payment amount, so you catch overcharges before you pay.

Updated

Engine Phase: Billing Runtime: 25-45 seconds Pro+

What does Quote vs Invoice do?

Quote vs Invoice matches a vendor invoice to the original quote item by item. Every discrepancy — price changes, quantity shifts, items that appear only on one side — is flagged as justified, unsupported, or overbilled. The engine also computes the recommended payment amount.

When should I use Quote vs Invoice?

Use Quote vs Invoice when a vendor invoice comes in and you want to verify it matches the quote before paying, when you close out a vendor and match the final invoice to the cumulative approved quote, or for a monthly AP spot-check.

What do I upload to Quote vs Invoice?

Upload the vendor quote and the invoice you are auditing.

How do I run Quote vs Invoice?

To run Quote vs Invoice, open it, upload the quote and the invoice, run the analysis, read the recommended payment and review the line-item flags.

  1. Open the engine

    Sidebar → Engines → Quote vs Invoice.

  2. Upload both

    Quote + invoice, one per slot.

  3. Run

    25–45 seconds.

  4. Read the recommended payment

    Top card: invoice total vs recommended payment, savings if any.

  5. Review line-item flags

    Each invoice line: JUSTIFIED / UNSUPPORTED / OVERBILLED / DUPLICATE with a note.

How do I read the Quote vs Invoice results?

The result shows a recommended payment, a line-item status table, an overcharges list and a narrative.

Recommended payment

Sum of all JUSTIFIED line items. Difference vs invoice total = potential savings.

Line-item status table

Each invoice line with its status flag, the quote reference, and a short note.

Overcharges list

All OVERBILLED and UNSUPPORTED items collected into one list, sorted by $ amount.

Narrative

2–3 sentence summary of where the money issues are.

Every control, explained

Run analysis

One run.

Filter: Overbilled / Unsupported / Duplicate / All

Line-item view filter.

Export PDF

AP-ready audit report.

Export XLSX

Raw data.

Chains

Chains into

Dispute as Change Order? — Found discrepancies between quote and invoice? Check if it qualifies as a change order.
Check the Underlying Contract — Review the contract behind these documents for risk clauses.

Chained from

Verify Quote vs Invoice — When vendor invoices arrive — compare against the RFQ quote to catch overcharges.

Exports

Troubleshooting

Vendor changed their line-item grouping between quote and invoice

Normal. Engine matches by description + quantity; click any row for the source excerpt to verify the match.

OVERBILLED on an item that's actually an approved change

The engine doesn't see change orders by default. Upload the CO as a third document or use the chat to note: "Item 12 is a CO-3 addition — not overbilled."