Match invoices, orders and receipts using your purchasing rules. We turn your buyer’s SOPs and hard-earned know-how into AI workflows that prepare the checks, reorders and supplier follow-ups your team needs.
Built for the AI you already use.
Claude
Copilot
GeminiIllustrative workflows. Built around each client’s own procedures and standards.
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.
Use stock and recent-sales exports to prepare reorder suggestions by supplier, with draft purchase orders in your format.
Bring delivery, quality and contract records into a keep, fix or replace note per vendor, with the evidence and your review criteria attached.
Check tax, insurance and bank-detail documents for presence against your onboarding checklist. Return the missing-items list before setup.
Turn a non-conformance into a draft supplier request tied to its purchase order, with response status prepared for the quality manager.
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.
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.
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.
For an existing workflow, these introductory sprints offer a focused way to begin. Choose based on what’s already written down; each delivers one working AI workflow and handover notes.
You have an agreed procedure
$750
One written procedure built into a workflow, tested and handed over. Three days once the procedure, examples and workspace are ready. Five business days of defect support included.
The know-how needs capturing
$3,500
We capture one team’s procedures and build one priority workflow. About two weeks from the first interview, with ten business days of defect support after handover.
Introductory conversion offers, once per client, using files and exports. For a broader brief, explore team & company implementations. Establishing a function? Build a new capability. Integrations and ongoing development are scoped with you.
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.