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Finance & procurement

Spend Classification Review:
plan the implementation.

Give analysts explainable suggestions and a visible queue for uncertain items.

DISCOVERY

Answer the questions
that shape the build.

What makes a category useful? Which descriptions are ambiguous? Who owns taxonomy changes and exceptions?

Preserve entity and period information. Do not use a supplier's general industry as proof of every transaction's purpose.

We use these answers to agree on integration boundaries, responsible reviewers, access controls and a definition of done. The proposal identifies dependencies and what is included before implementation begins.

FIRST IMPLEMENTATION

Prove the useful part.
Then expand deliberately.

Pilot one spend area with a reviewed historical sample before classifying a broader extract.

Measure the result

Measure classification corrections, unresolved items, analysis distortion and reviewer time.

Prepare for everyday operation

Save approved classifications with their source references and record corrections for future evaluation.

Document the owner, support path and recovery procedure. Define how the workflow behaves when information is incomplete, access fails or a reviewer declines the proposed result. Agree on what needs fresh validation after a model or integration change.

CHOOSE THE RIGHT SUPPORT

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.

DIY

Your team owns the build.

Learn through courses, practical training and workshops. Get feedback as you apply the lessons to your own project.

Explore courses and workshops ↗
DFY

We manage the foundation.

Include all the learning and guidance, with ownership of agreed operations and major implementation decisions.

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CONNECTED OPPORTUNITIES

Purchase Order Matching

Prepare invoice-to-order match evidence so reviewers can resolve quantity, price and receipt differences efficiently.

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START WITH YOUR WORK

What are you
working on?

Looking for a course, help with a difficult problem, or someone to build a solution? Tell us where you are and what you'd like to do next.