Your team owns the build.
Start with AI workflow training and the Factory Line source package. Workshop support is available when you need feedback.
Explore the $2,500 package ↗Finance & procurement
Spend Classification Review
Spend Classification Review
Managed AI Workflows.
Prepare consistent category suggestions from transaction evidence so analysts can review the exceptions.
THE OPPORTUNITYStart where the work
Start where the work
gets held up.
Supplier names and descriptions alone may not reveal what was purchased. Unreviewed classification can distort a spend analysis.
Give analysts explainable suggestions and a visible queue for uncertain items.
A WORKFLOW WORTH EXPLORING
Transaction-to-category proposal
An analyst submits an approved transaction extract for classification.
Suggest categories with supporting evidence and mark ambiguous or mixed-purpose transactions for review.
WHERE JUDGMENT BELONGS
Make the review point explicit.
An analyst validates the suggestions and resolves exceptions. Changes to the taxonomy require the designated owner.
Work within the real constraints.
Preserve entity and period information. Do not use a supplier's general industry as proof of every transaction's purpose.
Success needs
a useful measure.
Measure classification corrections, unresolved items, analysis distortion and reviewer time.
Before expanding the workflow, compare the result with the current process. Include review effort and exceptions in that comparison so the improvement reflects the team's actual experience.
Read the implementation guide ↗CHOOSE THE RIGHT SUPPORTBuild it. Build with us.
Build it. Build with us.
Or have us manage it.
The workflow stays centered on your business. The engagement determines who learns, implements and operates it.
Work through it together.
Get everything in DIY, three months of workshops, weekly team sessions and direct implementation coaching.
Explore guided implementation ↗We manage the foundation.
Include all the learning and guidance, with ownership of agreed operations and major implementation decisions.
Explore managed delivery ↗CONNECTED OPPORTUNITIES
Purchase Order Matching
Prepare invoice-to-order match evidence so reviewers can resolve quantity, price and receipt differences efficiently.
Explore this solution ↗START WITH YOUR WORKWhere is your team
Where is your team
doing too much by hand?
Bring a process, a bottleneck, or an idea. We'll help you decide what to automate, what to keep under human review, and where to begin.