0% · 31:20

Miles Masterclass · Miles AI Lab

Accounts Payables (3-Way Match) Agent

Uttam Pai, CPA 31:200.5 CPE credits

Automate three-way invoice matching with Copilot Studio to compare invoices, POs, and GRNs and flag exceptions before payment.

Credit is recorded only for sessions started in CPE Mode.

Duration
31:20
Structure
1 chapter
Level
—

Course description

Automate three-way invoice matching with Copilot Studio to compare invoices, POs, and GRNs and flag exceptions before payment.

Topics Invoice data extraction Purchase order validation Goods receipt verification Exception routing JSON output formatting PO reference lookup Duplicate payment detection

Learning objectives

  1. 01

    Identify the key components, data inputs, controls, and decision points in a Copilot Studio accounts payable three-way matching workflow, including invoice data extraction, PO and GRN validation, structured output, exception handling, register updates, and testing, upon completion of the session.

01

Final MCQ assessment

Separate page

The assessment opens on its own page so you can focus. Pass it to unlock the AI Lab; feedback and certificate follow once the lab is evaluated.

Status
Not attempted
Credits
0.5 CPE
Exam rules (show)
  1. QAS Self-Study Course Examination Guidelines
  2. A minimum score of 70% is required to successfully pass the exam.
  3. Participants have unlimited attempts to achieve the passing score within one year of enrollment (the remaining validity can be checked in the "About" section).
  4. Performance feedback will be available upon successfully passing the exam.
  5. For technical assistance, reach out to us at support@milesmasterclass.com.
  6. Important: Avoid refreshing or exiting the session, as it will reset your progress, requiring you to restart the exam.

Finish the video first.

Finish the video first
02

Miles AI Lab

Locked
Pass the final assessment to unlock the lab.

Lab materials

03

Evaluation & scores

Automated

Your scores appear here

Submit your agent or workflow from the AI Lab above. The evaluation runs automatically and usually finishes within a few minutes.

Your instructor

Uttam Pai, CPA

Uttam Pai, CPA

VP - Founder’s Office, Miles Education

CPE credit & accreditation

National Association of State Boards of Accountancy (NASBA)

Registered sponsor · QAS Self-Study · Sponsor ID 149174

CPE credit
0.5
Field of study
Information Technology
Prerequisites
There are no prerequisites for this course
Advance preparation
There is no advance preparation required for this course
Certificate
Miles Learning Certificate

To earn CPE credit you must

  • Complete all videos and chapter quizzes
  • Complete the final exam within one year of starting the course
  • Score 70% or higher on the final exam

Taking this course for CPE? Leave your closing comments in Feedback — they form part of the sponsor record.

Registry statement, refunds & complaint resolution show

Miles Masterclass Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

For refund policy, issue resolution and additional information, see the FAQs on the Overview tab. For administrative policies such as complaint and refund, contact support@milesmasterclass.com.

To earn the Miles Learning Certificate, the learner is expected to complete all videos and chapter quizzes.