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Hope workflow

Review a supplier statement

WIP

Review supplier statements against your ledger without spending the whole afternoon in Excel.

Work in progress

This workflow is being prepared for launch. It mirrors the intended reconciliation flow so the public page can show the product direction clearly.

Hope parses the supplier statement, compares it with your accounting export, and separates matched lines from exceptions. You see missing credits, duplicate charges, payment timing differences, and amount mismatches with evidence attached so you can move fast and stay accurate.

Quick stats

Review time

Under 2 minutes

Monthly time saved

8-12 hours

Review style

Evidence-backed

Strengths

  • Two-way statement review
  • Duplicate and mismatch detection
  • Missing credit identification
  • Evidence-backed dispute output

What can it do?

Ledger matching

Hope compares supplier statement lines against your internal ledger to find exact and fuzzy matches.

Exception detection

Duplicate charges, missed credits, and mismatched amounts stay visible so you can resolve them before close.

Confidence scoring

Hope separates high-confidence matches from lines that need a manual review.

Dispute-ready output

The workflow prepares a review summary and a dispute pack with evidence references.

Workflow

  1. 1Upload the supplier statement and ledger export
  2. 2Hope compares invoices, payments, and credits
  3. 3Review matched items and flagged exceptions
  4. 4Export the review report or dispute draft

Inputs

  • Supplier statement PDF, Excel, or CSV
  • Accounting export for the same supplier
  • Optional supporting notes or payment references

Outputs

  • Matched items
  • Discrepancy list
  • Dispute-ready report
  • Email draft for suppliers

Use cases

  • Month-end review - Clear supplier statements before the books are closed.
  • Duplicate charge review - Catch repeated lines before a payment is approved.
  • Credit note follow-up - Spot credits that were issued by the supplier but never applied in your ledger.

FAQ

What does this workflow do?

It compares a supplier statement against your accounting export and flags mismatches, duplicate charges, and missing credits.

Is it only for one supplier at a time?

The workflow is designed around one supplier statement and one matching ledger export per run.

What if the files are messy?

Hope uses confidence scoring and evidence references so messy input can still be reviewed safely.

Ready to review your next supplier statement?

Simple reviews can be completed in under 2 minutes. Messier supplier files still stay manageable with confidence scoring.

Hope identifies discrepancies between supplier statements and your records but does not guarantee 100% accuracy. Always review flagged items before sending disputes. Hope is a reconciliation assistant, not an accounting system. It does not modify your accounting records or make payments.