🛒
Persona · Procurement
Procurement Specialist / Buyer
Governs the sourcing rules and purchasing policies that autonomous buying agents apply to every requisition and order. Focuses on supplier strategy and exception judgment — not PO keying.
◉ 94% autonomous
Dashboard · Autonomous Purchasing Control Room
Requisition-to-Order Performance
Today · 1,842 requisitions
Requisitions MTD
28,420
94.2% straight-through
First-Pass Approval
96.8%
▲ +12pp YoY
Policy Violations
84
Of 28,420 · 0.3%
Avg Cycle Time
4.2h
From 3.8d · agent-driven
Savings Captured
$2.1M
Negotiated + contract
Exception Queue · Buyer Review Required84 open
REQSupplierPolicy IssueValueStatus
REQ-44821Acme Supplies Inc.Non-preferred supplier · no justification$18,400Review
REQ-44836Global Tech PartsSpend threshold exceeded · $50K cap$62,100Hold
REQ-44849FastShip LogisticsSingle-source · missing justification$9,800Review
REQ-44852Metro Office Co.Category rule: MRO via contract only$3,240Auto-fixed
REQ-44861Precision CastingsESG tier mismatch · Tier 3 blocked$28,750Hold
Policy Compliance by Type
Preferred supplier99%
Spend threshold97%
Category rules98%
Single-source justification95%
GL coding accuracy91%
ESG tier compliance94%
Agent Skills · Low-Code Foundation
Procurement Specialist / Buyer — Skills Library
Reusable low-code building blocks for the Purchasing Agent. The buyer configures policy, reviews exceptions, and governs supplier strategy.
◉ 6 skills
req.triage
Routing
Classifies every requisition by category, urgency, value, and supplier availability. Routes auto-approve, agent-buy, or human-review.
Input: req JSONSLA: <2s
policy.enforce
Logic
Applies purchasing policy: spend thresholds, preferred suppliers, category rules, single-source justification. Returns pass/hold/review decision.
VersionedGoverned
supplier.select
ML
Recommends best supplier from approved list using price, lead time, quality score, and ESG tier.
Sources: 8SHAP explain
po.generate
Workflow
Generates purchase orders from approved requisitions with correct GL coding, cost center, and contract reference. Posts to ERP.
Straight-throughERP-native
savings.track
Finance
Calculates realized savings vs. benchmark price for every PO. Tracks against category savings targets in real time.
Runs: per-POValue: tracked
req.narrate
GenAI
Explains every purchasing decision in plain language for budget owners, approvers, and audit. One-click justification.
Model: LLMSource-cited
📊
Persona · Category Management
Category Manager
Designs and deploys long-range category strategies and sourcing plans as agent logic. The agent runs market scanning, supplier benchmarking, and spend analysis — the manager decides the strategy.
◉ Strategy-led
Dashboard · Category Strategy & Spend Intelligence
Category Portfolio Overview
14 categories · $284M spend
Managed Spend
$284M
14 categories · 94% coverage
Savings vs Target
108%
$12.4M vs $11.5M target
Supplier Consolidation
34%
▲ −18% supplier count
Strategy Currency
98%
Plans < 90d old
Category Spend · Top 6
Indirect IT$68M
MRO$42M
Professional Svcs$38M
Logistics$34M
Marketing$28M
Facilities$24M
Sourcing Events Pipeline5 active
CategoryTypeStatusSavings
Indirect ITRFPActive$2.4M
LogisticsAuctionAwarded$1.8M
Professional SvcsRFQActive$980K
MRORFPPlanning$640K
FacilitiesRFQPlanning$420K
Agent Skills · Low-Code Foundation
Category Manager — Skills Library
Skills that power the Category Intelligence Agent. The manager sets strategy; the agent runs scanning, benchmarking, and analysis continuously.
◉ 6 skills
spend.analyse
Analytics
Classifies and cubes all spend by category, supplier, cost center, geography, and time. Anomalies and rogue spend flagged automatically.
100% coverageDaily refresh
market.scan
Intelligence
Monitors supplier market: pricing trends, new entrants, commodity indices, geo-political risk. Surfaces signals to the category manager.
External feedsAlways-on
strategy.draft
GenAI
Drafts category strategy documents from spend data, market scan, and current supplier base. Manager reviews and publishes.
Model: LLMSource-cited
rfp.build
Workflow
Generates RFP/RFQ packages from the category strategy: scope, spec, evaluation criteria, scoring model.
Template-drivenConfigurable
savings.model
Finance
Models savings levers (consolidation, dual-source, rebid, demand management) and projects impact on the category P&L.
Scenario engineWhat-if
supplier.tier
Policy
Maintains preferred/approved/conditionally-approved/blocked supplier tiers. Syncs to all buying channels automatically.
GovernedAuto-sync
🤝
Persona · Vendor Management
Vendor Management Analyst
Drives supplier relationship decisions using AI-generated performance scorecards, risk signals, and compliance alerts. Negotiates, develops, and exits suppliers — the agent monitors 24/7.
◉ Risk-aware
Dashboard · Supplier Performance & Compliance Hub
Vendor Portfolio — 847 Suppliers
847 active suppliers · $284M spend
Active Suppliers
847
14 categories
Avg Risk Score
24
Low · stable
High-Risk Suppliers
12
Requires review
SLA Compliance
94.6%
▲ +8pp YoY
ESG Tier 1+2
82%
Of 847 · target 90%
◉ Low Risk
680
Suppliers auto-monitored · agent-managed continuous
◉ Medium Risk
155
Analyst-reviewed · quarterly QBR + signals watch
◉ High Risk
12
Analyst-led · active investigation or exit planning
High-Risk Supplier Watchlist12 flagged
SupplierRisk ScoreIssueAction
Meridian Castings Ltd.84Financial distress · credit rating downgradeDual-source now
DataEdge Systems78Cyber risk · breach disclosedSuspend eval.
Horizon Freight Co.72Geo-political: port disruption riskMonitor & buffer
ProClean Services61ESG audit expired · labor standardsCert request
NorthStar Packaging58SLA miss streak · 3 consecutive quartersPerformance plan
Atlas Components Inc.54Sanctions watch list · subsidiary linkLegal review
Agent Skills · Low-Code Foundation
Vendor Management Analyst — Skills Library
Skills that power the Supplier Performance Agent. The analyst governs relationships and exits; the agent scores, monitors, and alerts 24/7.
◉ 6 skills
perf.score
ML
Scores each supplier 0–100 on delivery, quality, responsiveness, cost, and innovation using order, invoice, and survey data. Refreshed weekly.
847 suppliersSHAP explain
risk.monitor
Predictive
Monitors supplier financial health, news, sanctions, ESG violations, and cyber risk signals. Alerts on material change within hours.
Signals: 14Always-on
compliance.verify
Policy
Validates supplier certifications (ISO, SOC2, ESG audits) are current. Auto-flags expiries 90/30/7 days ahead.
Auto-trackCert library
relationship.brief
GenAI
Prepares QBR packets, escalation briefs, and exit-strategy summaries from performance data. Manager reviews and uses in negotiations.
Model: LLMOne-click
onboard.automate
Workflow
Orchestrates supplier onboarding: document collection, validation, system setup, bank verification, approval routing.
Days not weeksStraight-through
esg.track
Sustainability
Tracks Scope 3 supplier emissions, diversity certifications, and labor standards. Produces portfolio ESG score and improvement plan.
CSRD-alignedContinuous
💳
Persona · Accounts Payable
AP Specialist
Supervises AI-validated payment flows and manages only the rare exceptions requiring human judgment. Payment runs, bank reconciliation, and duplicate detection — all agent-handled.
◉ 96% touchless
Dashboard · Payment Flow Control
Invoice-to-Payment Pipeline
Today · $8.4M · 1,284 payments
◉ Approved
Invoices Approved
1,284 · $8.4M ready for payment run
→
◉ Scheduled
Auto-Scheduled
1,232 · 95.9% touchless — optimized timing
→
◉ Exceptions
Payment Exceptions
52 · 4.1% · 9 analyst-escalated
Touchless Pay Rate
95.9%
▲ +28pp vs baseline
On-Time Payment
98.2%
Discount capture optimized
Duplicate Blocked
$124K
MTD · agent detected
Early Pay Discount
$84K
Captured via dynamic disc.
Exception Types · Review Queue52 open
Exception TypeCountValueStatus
Bank detail mismatch9$284KAnalyst
Amount variance >tol14$142KReview
Duplicate suspect8$98KBlock
Vendor blocked6$61KHold
FX tolerance breach15$38KReview
Payment Channel Mix
SEPA38%
ACH32%
Wire14%
Virtual Card9%
Card5%
Cheque2%
Agent Skills · Low-Code Foundation
AP Specialist — Skills Library
Skills that power the AP Payment Agent. The specialist manages exceptions and governs payment policy; the agent validates, schedules, and reconciles.
◉ 6 skills
invoice.validate
3-way
Performs 3-way match (PO, receipt, invoice) instantly for every invoice. Identifies price, quantity, and tolerance exceptions.
Straight-throughERP-native
duplicate.detect
ML
Identifies duplicate invoices using fuzzy vendor name, amount, date, and document fingerprint matching. Blocks before payment.
Precision: 0.97Real-time
payment.schedule
Finance
Optimises payment timing per vendor: capture early-pay discounts, meet net terms, avoid late fees. Generates payment run.
OptimizerDynamic disc.
bank.reconcile
Algo
Matches bank statement lines to AP ledger daily using reference, amount, and date. Clears 99%+ automatically.
Runs: dailyZero-drift
fraud.sentinel
Security
Detects payment fraud signals: new bank details, round-dollar clusters, unusual timing, vendor-master changes. Blocks and alerts.
Graph MLReal-time
ap.narrate
GenAI
Generates plain-language payment explanation for vendors, budget owners, and auditors. Dispute-ready evidence in seconds.
Model: LLMMultilingual
📋
Persona · Invoice Processing
Invoice Processing Analyst
Corrects structural and policy exceptions that the invoice processing agent flags. The agent handles 97% of invoices end-to-end — the analyst owns the edge cases and teaches the agent new resolution patterns.
◉ 97% auto-processed
Dashboard · Invoice Processing Intelligence
Invoice Exception & Policy Monitor
MTD · 48,420 invoices · 1,452 exceptions
Invoices MTD
48,420
97.0% agent-processed
Exception Rate
3.0%
1,452 open
Policy Coverage
99.4%
Of 48,420 invoices
Avg Resolution Time
2.8h
From 4.6d · −97%
Exception Queue · Analyst Review1,452 open
Exception TypeCountValueAuto-Resolve %Status
Missing PO reference284$1.2M72%Review
Price variance >2%196$840K58%Analyst
Non-compliant format312$620K91%Auto
Tax code error148$384K64%Review
Duplicate suspect84$298K88%Auto
GL coding issue428$210K79%Review
Policy Coverage by Category
PO compliance99%
Tax determination98%
GL coding97%
Format standards99%
Approval routing96%
Currency tolerance88%
Agent Skills · Low-Code Foundation
Invoice Processing Analyst — Skills Library
Skills that power the Invoice Processing Agent. The analyst resolves edge cases and teaches new patterns; the agent handles volume and improves continuously.
◉ 6 skills
invoice.ingest
Capture
Captures invoices from any channel (email, portal, EDI, scan) and extracts header, line, and tax data using computer vision and LLM.
Multilingual99.4% accuracy
policy.match
3-way
Matches invoice to PO and receipt. Flags price, quantity, and tax variances against configurable tolerance rules.
Real-timeConfigurable
exception.classify
ML
Classifies exceptions into 12 categories (format, price, tax, coding, duplicate, approval) and proposes resolution for each.
12 classesAuto-resolve
gl.code
AI
Suggests correct GL account, cost centre, and project code from invoice description, vendor, and purchase context.
LearningConfigurable
resolution.route
Workflow
Routes exceptions to the right resolver (AP analyst, budget owner, tax team, procurement) with evidence and recommended fix.
Human-in-loopSLA-tracked
pattern.capture
Feedback
Converts analyst fixes into new resolution rules. The agent handles the same exception autonomously next time.
Active learningLow-code
⚙️
Persona · P2P Operations
P2P Operations Manager
Monitors the P2P process performance control tower and governs the data and policy strategy underpinning every agent in the network. Process owner, not processor.
◉ Control tower
Dashboard · P2P Process Performance
End-to-End P2P Control Tower
Live · 24 entity network
P2P Cycle Time
4.8d
From 18d · agent-driven
Straight-Through
91.4%
▲ +42pp vs baseline
Policy Adherence
99.1%
Across all agents
Agent Uptime
99.9%
SLA: 99.5%
Exception Backlog
0.8d
Avg age · target <1d
P2P Sub-Process KPIs
Sub-ProcessCycle TimeTouchless %Trend
Req-to-PO4.2h94.2%▲
PO-to-Receipt1.8d98.4%▲
Invoice Receipt0.8h99.1%▲
3-way Match1.4s96.8%▲
Payment Run0.6d95.9%▲
ReconDaily99.2%→
Data & Policy Strategy · 3 Pillars
Data Quality98.4%
Policy Coverage99.1%
Agent Adoption100%
Agent Skills · Low-Code Foundation
P2P Operations Manager — Skills Library
Skills that power the P2P Control Tower Agent. The manager governs process and policy; the agent monitors, forecasts, and reports continuously.
◉ 6 skills
process.monitor
Analytics
Tracks every P2P sub-process KPI in real time. Surfaces bottlenecks, SLA breaches, and throughput anomalies before they escalate.
Live dashboardAlert-driven
policy.govern
Governance
Maintains the master policy library for all S2P agents. Versions, tests, and deploys policy changes across the network.
VersionedGoverned
data.quality
Platform
Monitors supplier master, GL account, cost-centre, and contract data quality. Auto-cleanses within tolerance; flags material issues.
ContinuousZero-drift
capacity.plan
Analytics
Forecasts P2P transaction volumes, exception rates, and analyst workload. Ensures right-sizing of agent and human capacity.
ML modelForward-looking
sla.enforce
Workflow
Tracks every in-flight transaction against SLA. Escalates breaches before they happen using predicted completion time.
PredictiveReal-time
ops.report
GenAI
Produces the weekly P2P operations pack — KPIs, exceptions, savings, policy changes — with root-cause commentary.
Model: LLMAuto-scheduled
🔍
Persona · Strategic Sourcing
Sourcing Manager
Deploys AI-driven market intelligence and benchmarking to inform strategic sourcing decisions. Runs smarter RFx events, negotiates from a position of insight, and awards contracts that agents then govern.
◉ Market-led
Dashboard · Strategic Sourcing Intelligence
Sourcing Pipeline & Market Signals
18 active events · $84M pipeline
Active Sourcing Events
18
$84M pipeline value
Savings Delivered YTD
$12.4M
vs $11.5M target · 108%
Avg Bid Response
4.2
Suppliers per event · +1.4 vs LY
Time-to-Award
18d
From 42d · −57%
Sourcing Event Pipeline18 active
CategoryTypeStageSuppliersSavings TargetStatus
Indirect ITRFPBid eval.6$2.4MActive
LogisticsAuctionAwarded4$1.8MAwarded
Professional SvcsRFQBid eval.5$980KActive
MRORFPSpec review8$640KPlanning
MarketingRFQStrategy3$480KPlanning
FacilitiesRFQScoping4$420KPlanning
Market Intelligence Signals
Commodity price trend ↓−4.2%
Supplier capacity ↑+12%
Geo-risk scoreMedium · 48
ESG tier shift+6% Tier 1
New market entrants3 this quarter
Agent Skills · Low-Code Foundation
Sourcing Manager — Skills Library
Skills that power the Strategic Sourcing Agent. The manager decides and negotiates; the agent benchmarks, generates, scores, and models continuously.
◉ 6 skills
market.benchmark
Intelligence
Prices every category against external market benchmarks, commodity indices, and peer-group data. Tells the manager where the leverage is.
External feedsReal-time
rfx.generate
Workflow
Generates complete RFQ/RFP packages — scope, specifications, evaluation criteria, scoring model — from category strategy inputs.
Template-drivenLow-code
bid.analyse
Analytics
Scores and ranks supplier bids on price, quality, risk, delivery, and ESG. Produces sourcing recommendation with evidence.
Multi-criteriaExplainable
negotiation.prep
GenAI
Prepares negotiation briefs — BATNA, anchor, target, leverage points — from market data and supplier history. Manager enters the room ready.
Model: LLMConfidential
award.model
Finance
Models single-source vs. dual-source vs. split-award scenarios on total cost of ownership, risk, and savings.
TCO modelScenario engine
contract.extract
GenAI
Extracts and structures key terms, SLAs, pricing schedules, and penalty clauses from awarded contracts for agent governance.
Model: LLMStructured output
🛡️
Persona · Supplier Risk & Compliance
Supplier Risk / Compliance Manager
Synthesizes news, ESG, regulatory, and compliance signals into supplier risk decisions. The agent monitors every supplier continuously — the manager investigates the flags and decides the response.
◉ Always-on
Dashboard · Supplier Risk Intelligence
Continuous Risk Monitoring — 847 Suppliers
847 suppliers · 14 risk dimensions
Suppliers Monitored
847
24/7 · 14 signal types
High-Risk Alerts
8
Action required
Compliance Violations
3
Regulatory or ESG
Avg Risk Score
24
Portfolio · low risk
Risk Events Prevented
14
QTD · agent early-warn
Risk Alert Queue · Investigate8 high-risk
SupplierRisk TypeSeveritySignal SourceRecommended Action
Meridian Castings Ltd.FinancialCriticalCredit bureauDual-source immediately
DataEdge SystemsCyberHighBreach disclosureSuspend & evaluate
Atlas Components Inc.SanctionsHighOFAC watchLegal review
ProClean ServicesESG / LaborMediumAudit expiryRequest recertification
Horizon Freight Co.Geo-politicalMediumPort disruptionBuffer stock & monitor
NorthStar PackagingRegulatoryMediumEPA filingCompliance plan
Risk Dimension Coverage
Financial health100%
News / media100%
Sanctions / PEP100%
ESG / labor96%
Cyber security94%
Regulatory98%
Geo-political92%
Cert expiry88%
Agent Skills · Low-Code Foundation
Supplier Risk / Compliance Manager — Skills Library
Skills that power the Supplier Risk Agent. The manager investigates flags and decides responses; the agent monitors, screens, and briefs 24/7.
◉ 6 skills
risk.monitor
Intelligence
Watches all 847 suppliers across 14 risk dimensions — financial stress, news, sanctions, ESG, cyber, geo-political. Alerts within hours of material change.
Always-on14 signals
sanctions.screen
Compliance
Screens suppliers, ultimate beneficial owners, and bank accounts against OFAC, EU, UN, and country-specific lists. Real-time and on-change.
Real-timeRegulator-ready
esg.assess
Sustainability
Assesses supplier ESG posture from audits, certifications, disclosure filings, and news. Produces portfolio ESG score.
CSRD-alignedScope 3
risk.brief
GenAI
Prepares risk briefing for any flagged supplier — timeline, signals, exposure, and recommended response — in under 60 seconds.
Model: LLMEvidence-linked
compliance.track
Policy
Tracks every supplier's regulatory and contractual compliance obligations. Auto-alerts on upcoming deadlines and confirmed breaches.
Multi-jurisdictionAuto-track
exit.plan
Workflow
Orchestrates supplier exit when risk reaches threshold — identifies alternatives, manages transition, documents rationale.
Risk-triggeredAudit trail