Product · Procure to Pay

Procure to Pay Agents

Five agents that take a purchase from vendor onboarding through to a reconciled invoice, in the ERP and AP tools you already run.

Vendor Onboarding Agent

Collects and verifies what a new vendor needs to be paid, then creates them where your systems expect.

Works in

What it does

Collects tax, banking and insurance details
Verifies documents and chases what is missing
Creates the vendor in your ERP
Manages change requests, like a bank account update

AP Inbox Management Agent

Works the accounts payable inbox so invoices land in the right place with the right data.

Works in

What it does

Reads incoming invoices and vendor emails
Matches invoices to vendors and POs
Routes exceptions to the right person
Replies to vendor status questions

PO Management Agent

Creates purchase orders from approved requests and keeps them accurate through delivery.

Works in

What it does

Drafts the PO from the awarded quote
Sends it into Coupa, SAP, Oracle or NetSuite
Follows up with the vendor on the order
Handles change orders and closes out POs

Goods Receipt Agent

Confirms what arrived against what was ordered, so payment can move.

Works in

What it does

Checks in with the requester when delivery is due
Records receipt against the PO
Flags shortfalls and partial deliveries
Keeps the three-way match on track

Invoice Reconciliation Agent

Matches invoices to POs and receipts, and flags what does not line up.

Works in

What it does

Runs the three-way match: PO, receipt, invoice
Flags price, quantity and tax discrepancies
Routes exceptions for approval
Clears clean invoices for payment in your ERP

Also in product

Source to Contract Agents

Ready to meet Sheldon?

Request a personalized demo and see Sheldon in action across your spend.