Start with a defined trigger
An analyst submits an approved transaction extract for classification.
Finance & procurement
Spend Classification Review:
Spend Classification Review:
the workflow in practice.
Transaction-to-category proposal
FROM INPUT TO HANDOFFA clear job
Explore the architecture behind the pattern ↗
A clear job
for every step.
This is a proposed workflow pattern. We confirm data access, permissions, integration options and review ownership with your team before implementation.
Preserve entity and period information. Do not use a supplier's general industry as proof of every transaction's purpose.
Assemble the right context
Collect permitted descriptions, supplier references, the approved category taxonomy and known coding examples.
Perform the bounded task
Suggest categories with supporting evidence and mark ambiguous or mixed-purpose transactions for review.
Review before taking action
An analyst validates the suggestions and resolves exceptions. Changes to the taxonomy require the designated owner.
Deliver and record the result
Save approved classifications with their source references and record corrections for future evaluation.
Build an improvement loop
around real work.
Measure classification corrections, unresolved items, analysis distortion and reviewer time.
Keep the input, relevant context, review decision and final result connected. When a reviewer corrects something, use that evidence to improve the instructions or integration, then validate the change against representative cases.
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.
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 ↗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 WORKWhat are you
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.