Procurement and suppliers workflows,
powered by AI.

Three quotes cover three different things. A receipt is missing from the invoice match. The cancellation window closes before the renewal meeting. Find the preparation that makes the next buying decision clearer.

Browse every work area
Which quote covers the actual need?Scope, exclusions and full costs compared against the same requirements.Why is this invoice still on hold?Order lines, receipts and billed amounts brought into one exception review.Is the supplier meeting its commitments?Performance evidence and unanswered risks prepared for the review.When is the last day to decide?Notice dates, switching costs and service dependencies kept visible.

Built for the AI you already use.

  • ChatGPT
  • Claude
  • Copilot
  • Gemini

Explore the work behind the next decision.

Start with a job you recognize. Open it to see what gets prepared, the questions that remain and where a person decides.

Illustrative workflows, adapted to your own procedures and standards. Each needs to be scoped to your operation. Scheduling and system connections are possible setups, scoped separately. People retain the decisions shown.

Sourcing and supplier selection

Turn the buying need into comparable evidence before choosing a supplier.

A buying category needs a new sourcing round.A sourcing brief with requirements, volumes, evaluation criteria and open specification questions.

Give suppliers the same problem to price.

Bring these each run
Business requirements, current spend, existing suppliers and technical constraints.
The person decides
The category owner approves the sourcing scope and selection criteria.
Keep the exceptions visible
Unconfirmed volumes and conflicting requirements remain visible.
Work it connects
Procurement category managers and requesting teams.

Possible setup. From approved files. On request.

Competing supplier proposals are ready to review.A comparison of scope, exclusions, total cost, support and switching effort.

Compare the whole offer, not just the headline price.

Bring these each run
Supplier quotes, approved requirements, scoring rubric and buying horizon.
The person decides
The buyer verifies assumptions and recommends an award to the authorized approver.
Keep the exceptions visible
Unequal scope and unsupported supplier claims remain explicit.
Work it connects
Procurement and the purchase approver.

Possible setup. From approved files. On request.

A quote leaves material requirements or costs unanswered.A supplier question set linking each gap to the relevant requirement and decision.

Ask the questions that could change the choice.

Bring these each run
Quotes, specifications, pricing assumptions and evaluation notes.
The person decides
The buyer approves questions and sends them; the technical owner validates technical answers.
Keep the exceptions visible
A plausible interpretation is not substituted for a supplier answer.
Work it connects
Sourcing and the requesting team.

Possible setup. From approved files. When an agreed event happens.

Purchase approvals and matching

Give approvers the purchase facts and resolve buying exceptions before finance releases money.

A team requests approval for a purchase.A decision pack with the need, options, full commitment, budget reference and proposed supplier.

Put the buying decision in one place.

Bring these each run
Requisition, quotes, budget owner confirmation and approval policy.
The person decides
The authorized purchase approver accepts, declines or asks for changes.
Keep the exceptions visible
Missing authority or budget evidence stays unresolved.
Work it connects
Purchasing and budget owners.

Possible setup. From approved files. When an agreed event happens.

A buyer requests an open-order review through a separately scoped purchasing connection.An exception list comparing order lines, supplier item codes, quoted prices and recorded costs.

Find the order line that no longer matches the quote.

Bring these each run
Approved purchase-order records, line costs, supplier mappings and accepted quote.
The person decides
The buyer decides which order changes or supplier questions to raise.
Keep the exceptions visible
Different units, incomplete mappings and superseded quotes block direct comparison.
Work it connects
Purchasing and supplier account owners.

Possible setup. Through a scoped connection. On request.

An invoice arrives against an existing purchase order.A line-level comparison of invoice, ordered quantity and receipt, with a proposed resolution owner.

Find which record disagrees before the bill moves on.

Bring these each run
Invoice, purchase-order export, goods receipt or service acceptance and agreed tolerances.
The person decides
The buyer resolves purchasing discrepancies; finance retains payment approval.
Keep the exceptions visible
Partial receipts, missing acceptance and changed bank details remain separate holds.
Work it connects
Purchasing, receiving and accounts payable.

Possible setup. From an approved export. When an agreed event happens.

Spend and total buying cost

Expose inconsistent prices and scattered commitments without treating estimates as realized savings.

Procurement requests a category spend review.A normalized price comparison by supplier and site with terms and volume differences attached.

See who is paying a different price for the same item.

Bring these each run
Spend export, item descriptions, units, contract prices and site identifiers.
The person decides
The category manager decides which differences warrant a negotiation or data correction.
Keep the exceptions visible
Different specifications, freight terms and pack sizes are not treated as equal.
Work it connects
Category management and procurement analysis.

Possible setup. From an approved export. On request.

The agreed spend review arrives; recurring preparation is separately scoped.A grouped view of fragmented purchases with duplicate suppliers and consolidation candidates.

Find the small purchases that became a large commitment.

Bring these each run
Purchase export, supplier master, category mapping and approval records.
The person decides
The category manager chooses consolidation opportunities to investigate.
Keep the exceptions visible
Similar supplier names are not merged without identity confirmation.
Work it connects
Procurement analysis and category owners.

Possible setup. From an approved export. On a schedule, with review.

A buyer compares domestic and imported supply options.A delivered-cost worksheet separating product, freight, insurance, fees and verified duty assumptions.

Compare what the goods cost at the door.

Bring these each run
Quotes, shipment quantities, freight estimates, agreed trade terms and specialist-supplied rates.
The person decides
The buyer selects the commercial option after the trade specialist verifies classifications and rates.
Keep the exceptions visible
Unverified duties and uncertain charges remain assumptions; no filing is prepared.
Work it connects
Procurement and import-cost reviewers.

Possible setup. From approved files. On request.

Supplier performance and risk

Bring service evidence and dependency concerns to the supplier relationship review.

A supplier review is due; scheduled preparation can be scoped separately.A scorecard of delivery, service issues, cost movements and open supplier actions.

Prepare the supplier review from records, not recollection.

Bring these each run
Performance exports, agreed service measures, issue log and prior commitments.
The person decides
The supplier manager confirms ratings and agrees the improvement agenda.
Keep the exceptions visible
Missing data does not count as satisfactory performance.
Work it connects
Supplier management and service owners.

Possible setup. From an approved export. On a schedule, with review.

A supplier misses an agreed service level.A claim-preparation sheet linking service failures to reviewed contract terms and supporting records.

Find the credit worth asking the supplier about.

Bring these each run
Service log, agreed terms, measurement window and prior claims.
The person decides
The buyer and contract owner confirm eligibility and approve any claim before submission.
Keep the exceptions visible
Ambiguous terms and incomplete incident duration stay unresolved.
Work it connects
Supplier management and commercial contract owners.

Possible setup. From an approved export. When an agreed event happens.

A confirmed disruption or risk signal concerns an existing supplier.An exposure brief covering open commitments, dependent services and contingency questions.

Know which commitment a supplier problem puts at risk.

Bring these each run
Verified event details, supplier records, open commitments and approved dependency information.
The person decides
The supplier manager decides which assurances or alternatives to pursue with operating owners.
Keep the exceptions visible
Unverified reports stay separate from confirmed events; low spend does not mean low dependency.
Work it connects
Supplier risk and relationship management.

Possible setup. From approved files. When an agreed event happens.

Qualification and supplier evidence

Keep the proof behind a buying decision visible to the specialists who must review it.

A contractor is proposed for a defined scope of work.A qualification packet comparing submitted evidence with the approved risk-based questionnaire.

Find the gaps in a contractor’s evidence.

Bring these each run
Work scope, qualification criteria, contractor responses and supporting records.
The person decides
The procurement owner decides appointment after the HSE specialist reviews safety evidence.
Keep the exceptions visible
Self-declared capability and expired documents do not establish qualification.
Work it connects
Procurement qualification and contractor owners.

Possible setup. From approved files. On request.

The buyer is assembling the approval record for a shortlisted vendor.An evidence index linking evaluation criteria to submitted documents and unanswered checks.

Keep the supplier decision tied to its evidence.

Bring these each run
Supplier proposal, evaluation rubric, references, specialist reviews and decision notes.
The person decides
The procurement owner confirms evidence completeness and obtains required specialist sign-offs.
Keep the exceptions visible
An unanswered check remains open; it is not scored as a pass.
Work it connects
Procurement qualification and buying approvers.

Possible setup. From approved files. On request.

A sourcing round includes environmental or labor-practice criteria.A comparison of supplier statements, evidence dates, coverage and follow-up questions.

Separate a supplier’s claim from its supporting records.

Bring these each run
Approved sourcing criteria, questionnaires, supplier reports and available verification records.
The person decides
The category owner decides whether evidence meets the buying criteria with specialist input.
Keep the exceptions visible
A certificate with unclear scope does not substantiate every product or site.
Work it connects
Responsible procurement and category owners.

Possible setup. From approved files. On request.

Renewals and supplier exits

Prepare the decision while there is still time to change the commitment.

An agreed renewal check is due; scheduling is separately scoped.A renewal list showing reviewed notice dates, owners and decisions due.

See the deadline before the renewal date.

Bring these each run
Renewal register, verified contract dates, notice terms and delivery requirements.
The person decides
The contract owner verifies dates; the buyer decides which renewals need action.
Keep the exceptions visible
Unclear notice terms go to legal review; a draft notice is not treated as served.
Work it connects
Procurement renewals and contract owners.

Possible setup. From approved files. On a schedule, with review.

A supplier relationship enters its renewal decision window.A renew, renegotiate or replace brief with current performance, full cost and transition implications.

Bring performance and switching costs to the renewal decision.

Bring these each run
Contract, service evidence, usage information, pricing and alternative proposals.
The person decides
The procurement approver chooses the route with the business owner.
Keep the exceptions visible
An unqualified alternative is not treated as ready to replace the supplier.
Work it connects
Supplier management and purchase approvers.

Possible setup. From approved files. On request.

The business proposes ending a supplier relationship.An exit checklist and notice draft covering dependencies, replacement readiness and outstanding obligations.

Plan how to leave without losing the service.

Bring these each run
Reviewed contract, approved alternative or risk acceptance, transition plan and open orders.
The person decides
The procurement owner approves the transition; authorized reviewers approve the notice before sending.
Keep the exceptions visible
No replacement or explicit acceptance of that gap leaves the exit decision open.
Work it connects
Procurement transition and supplier relationship owners.

Possible setup. From approved files. When an agreed event happens.

From “I prompt it”
to “it is ready to review.”

Start with a simple version of one job. Make the preparation more automatic as the inputs, rules and review process become reliable.

On request

Bring the files or exports. Run the preparation when you need it, and review what comes back.

First, agree the useful output.

On a schedule

Prepare the review at an agreed interval, with a clear owner for exceptions and missing inputs.

Next, establish access and a review queue.

When something happens

An agreed event starts the preparation. Duplicate records, failures and retries have somewhere to go.

Then, test the trigger and recovery.

The person still approves the payment, releases the work or sends the message. Scheduling and integrations are scoped to the job.

Already have a prompt
that gets you most of the way?

That is a useful starting point. Bring the prompt, an example result and the part you still have to chase or fix.

We can start by examining what you have: its inputs, the exceptions it misses and what would make it reliable enough to hand off.

Describe what you have built
How we build and review the work

Build in what your best buyer knows.

Which variance is routine? Which supplier needs a different question? Your SOP may cover the match while your buyer knows the exceptions. We capture both, from written instructions or a walkthrough of actual work.

One standard for the whole purchasing team.

Your buyer and finance lead agree the tolerances, required evidence and approval steps. We build the workflow around them and test both clean matches and awkward cases. The workflow and operating notes belong to you.

Use the records you already have.

Run the workflow in your own ChatGPT, Claude, Copilot or Gemini with invoice files and exports from the ERP and warehouse system. Your team gets the prepared work across all three.

Work that crosses systems

Worked examples in detail

Three-way match · Morning review

Short shipment
Invoice 20931: 1,200 units billed; 1,150 received. Invoice and receipt attached to the exception.
Extra charge
Invoice 20944: fuel surcharge absent from the purchase order.
Unresolved
Invoice 20950: no goods receipt. Invoice 20952: no matching order.
Ready for approval
Invoice 20928 and other matched items listed separately for the approver.

What your team brings to each run

Supplier invoices, the ERP purchase-order export and warehouse goods receipts.

The rules already built in

Match order numbers, quantities and prices within your agreed tolerance. Keep missing receipts apart from clean matches. Show the evidence behind each exception.

Your buyer resolves the exceptions. Your team approves purchases, sets up vendors and releases payments through its existing systems.

Reorders ready to review

Use stock and recent-sales exports to prepare reorder suggestions by supplier, with draft purchase orders in your format.

Distribution and trade

The person decides. Your buyer resolves exceptions. Your team approves purchases, verifies vendor details, sets up vendors and releases payments through its existing systems.

Quarterly vendor reviews

Bring delivery, quality and contract records into a keep, fix or replace note per vendor, with the evidence and your review criteria attached.

The person decides. Your buyer resolves exceptions. Your team approves purchases, verifies vendor details, sets up vendors and releases payments through its existing systems.

New vendor files checked

Check tax, insurance and bank-detail documents for presence against your onboarding checklist. Return the missing-items list before setup.

Construction operations

The person decides. Your buyer resolves exceptions. Your team approves purchases, verifies vendor details, sets up vendors and releases payments through its existing systems.

Supplier corrective-action requests

Turn a non-conformance into a draft supplier request tied to its purchase order, with response status prepared for the quality manager.

Hard-tech operations

The person decides. Your buyer resolves exceptions. Your team approves purchases, verifies vendor details, sets up vendors and releases payments through its existing systems.

What is your
version of this?

One job is enough to start.

Describe what comes in, what you do now and what you wish would be ready without another prompt.

Prepare a discussion outline. Your answers stay in this browser tab. You can edit and copy the outline to bring to a conversation. Nothing is sent or saved.

Go straight to a fit call

One recurring job.
Or a connected department.

Start with one workflowFind a focused starting point in work you already do.Map your department against thisExplore connected workflows, ownership and implementation.

Existing sprints, scope and pricing are on Get started. Establishing a function? Explore building a new capability.

What fills your buyer’s morning?

Bring a match, a reorder or a supplier review your team repeats. We’ll show where your own rules can do more of the work.

Book a 30-minute fit call.