PO 40496 will land 11 days late.ExpediteSwitch supplier
Step 4
It 3-way matches
PO, packing slip, invoice. Only the mismatches reach you.
Matching 3 documents…Demonstration data
POQty 40
✓
Packing slipQty 40
✕
InvoiceQty 48
HeldBilled 48. Received 40. On your desk with the slip.
Step 5
It checks before you pay
Coded right. Vendor cleared. Discount caught.
Checking before pay…Demonstration data
Invoice$19,778.96
Checkpoint
✓Coded to job & cost code
✓W-9 on file
✓Insurance (COI) current
!Lien waiver signed
✓Bank details verified
Payment run HeldYou release
The full process
Procurement: every step
What the agent does, where you decide, and the rules it checks.
I run every blue box.
Request or MRP signal
Check budget & limit
Approver signs
On a contract price?
No → send RFQs
Level bids to landed cost
Buyer awards
Key PO in ERP & email it
Ack matches the PO?
No → call supplier
Post receipt from packing slip
Read the invoice
3-way match in tolerance?
No → hold for review
Code to GL & job
Vendor cleared?
No → verify W-9, bank
Build pay run by discount date
You release payment
Paid & remitted
Agent does it You decide Rule check
Why it's hard
Built for how you buy
12345
1Messy requestsEmail, photo, MRP suggestion
2Unequal quotesPer box, per each, freight extra
3Typed twiceSpreadsheet, then the ERP
4Quiet changesAck moves a date a week
5Follow-up by memoryWho hasn't confirmed?
Your controls
Your rules. Exactly.
Written once in plain English. Followed every time.
Over $10,000?Get 3 bids
Price up 2%?Hold the invoice
Bank details changed?Call before paying
Never, on any run
Commit spend without approval
Order from unapproved suppliers
Accept a substitute on its own
Mark goods received that didn't arrive
When a rule says no
It stops and asks you.
Every held item lands in one queue with the documents, the values read and the rule that fired.
Approvals · 4 waitingDemonstration data
Send RFQsOn a contract price?2 min
Call supplierAck matches the PO?14 min
Hold for review3-way match in tolerance?1 h
Verify W-9, bankVendor cleared?3 h
RUN-2291
Send RFQs
RuleOn a contract price? No
Source PDFPO as savedRule result
I stopped here. Everything I read is attached. Your call.
ApproveSend back
The difference
Your team, before and after
Your team today and with the agent
Today
With your agent
Re-typing
Every PO, every invoice
None
Your buyers
Chase and key
Negotiate and decide
Early-pay discounts
Often missed
Lined up by date
Changed confirmations
Found at the dock
Flagged same day
Your existing systems
No new systems!
The agent runs where you work.
ERP
Epicor
SAP
Oracle
NetSuite
Dynamics 365
Infor
Sage
Acumatica
SYSPRO
Plex
QuickBooks
AS/400
Supplier portals
SAP Ariba
Coupa
Amazon Business
Grainger
McMaster-Carr
Fastenal
BILL
AvidXchange
Inbox & documents
Excel
Outlook
Gmail
Teams
SharePoint
Acrobat / PDF
DocuSign
Scans & photos
Screens differ by version and setup; we confirm the exact steps on your system before a pilot. Logos and product names identify systems only and belong to their owners; they do not imply a partnership or endorsement.
Your volume, your times, your labor cost. Estimates, not results.
190staff hours per month returned to buying work
$9,120labor capacity per month
$109,440labor capacity per year
POs × (minutes today − minutes with the agent) ÷ 60 × hourly cost
These are example assumptions, not results. Minutes per PO cover request checking, quoting, entry and acknowledgment follow-up. Replace them with your own stopwatch numbers and, later, measured pilot results.
Demonstration
Watch recorded runs
Adjacent workflows, not the full procurement cycle. Kinetic: supplier price check, RFQ and buyer approval. Prophet 21: AP matching after receipt. Acumatica: ends at a PO draft.
Can it operate my existing ERP and supplier portals?
It works through the same desktop and browser screens your buyers use, with their permissions. ERP screens vary by version, license and customization, so we confirm the exact steps on your system before any pilot. We don't claim every ERP or portal works the same way.
Does it need APIs or an ERP replacement?
No replacement. The agent can act through your existing screens where that's the practical route, and use an API where one exists and is the better choice. Your ERP stays the system of record.
Can it create POs without approval?
Only if your policy says so. By default the agent prepares the PO and waits for the buyer who has authority over that supplier and amount. Approval rules and spend limits are set by your team.
What happens when documents disagree?
The agent doesn't pick a side. A quote, a PO and a confirmation that disagree on price, quantity or date become an exception with both values and both sources shown to the buyer.
How does it handle failed saves and duplicates?
It checks for an existing PO before creating one, reopens every record it saves to confirm the result, and retries only in ways that can't create a second order. If it can't tell whether a save went through, it stops and asks.
What can the buyer review?
The original request, each supplier's quote, the comparison, the rule results, the PO as saved and the acknowledgment, all linked from one run record with timestamps and the approver's name.
Epicor 
SAP 
Oracle 
NetSuite 
Dynamics 365 
Infor 
Sage 
Acumatica 
SYSPRO 
Plex 
QuickBooks 
Coupa 
Amazon Business 
Grainger 
McMaster-Carr 
Fastenal 
BILL 
AvidXchange 
Excel 
Outlook 
Gmail 
Teams 
Acrobat / PDF 
DocuSign 7:13 Epicor Kinetic · Cost-based quote preparation How to Prepare a Cost-Based Quote in Epicor Kinetic In the recording, the agent handled the RFQ intake, quote and method setup, supplier price check and RFQ, cost roll-up, last-job comparison, variance workbook, quote PDF and task updates. People made two decisions in Teams: the buyer's price approval and the sales manager's quote approval.
6:20 Epicor Prophet 21 · AP 3-way match How to Do an AP Three-Way Match in Epicor Prophet 21 In the recording, the agent read the invoices, checked receivers and the hold queue in P21, matched three invoices and entered vouchers 30071–30073, and emailed AP the price-variance and missing-receiver exceptions.
4:41 Acumatica Construction Edition · Submittal management and material release How to Manage Submittals and Release Material in Acumatica In the recording, the agent took the curtain wall submittal from Pending Package through review tracking, the Approved as Noted return and the procurement handoff to a PO draft.