Full process. One agent.
From request to paid invoice, inside the software you already use. No integrations.
Today
You do everything. Agents should!
- ManualAgent Request
- ManualAgent Approve
- ManualAgent Get quotes
- ManualAgent Bid tab
- ManualAgent Key the PO
- ManualAgent Call to confirm
- ManualAgent Receive
- ManualAgent Match invoice
- ManualAgent Code & route
- ManualAgent Pay
What it costs
Where money is lost.
- Lost discounts 2/10 net 30, gone
- Price creep Accepted to pay on time
- Late material Line down, crew waiting
- Risky payments No COI, no waiver, new bank
The solution
No integrations. No babysitting.
The agent works your screens like a trained employee, by your rules.
- Screen, mouse, keyboard It uses your apps the way your team does.
- Runs on your machines In your sessions, with the logins you give it.
- Rules decide, not the model Your limits, checked the same way every run.
- People approve Spend and exceptions stop for the right person.
- Every run on record Documents, values, approvals, saved records.
The solution
Hand the whole cycle to an agent
- Levels bids
- You award
- Places PO
- Chases supplier
- Logs receipt
- Matches invoice
- Codes & checks
- You release pay
Agent does itYou decide
How it works
Five steps. Zero re-typing.
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Step 1
It levels the bids
Per case, per each, freight, MOQ. Made equal.
Quotes received
PDFSupplier A$3.85 each · FOB origin
PDFSupplier B$44.40 / case of 12
PDFSupplier C$3.62 each · MOQ 5,000
Landed cost per each · 6205-2RS bearing
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Step 2
It keys the PO. Anywhere.
Old green screen or new cloud ERP. Then it sends it.
PO ENTRY PO#: 40518
VENDOR: SUPPLIER A
LN PART QTY COST
01 4471-B B 2,000 $3.85
▌
Green screenCloud ERP
PO 40518Emailed to supplier -
Step 3
It confirms
Catches the late date before the line goes down.
MARCH
SMTWTFS 12345678910111213141516171819202122232425262728293031Need datePromised
Supplier B · PO 40496
Can you ship line 2 by the 10th? Please confirm.
Earliest is the 21st.
To your buyer
PO 40496 will land 11 days late. ExpediteSwitch supplier -
Step 4
It 3-way matches
PO, packing slip, invoice. Only the mismatches reach you.
POQty 40✓Packing slipQty 40✕InvoiceQty 48HeldBilled 48. Received 40. On your desk with the slip. -
Step 5
It checks before you pay
Coded right. Vendor cleared. Discount caught.
Invoice$19,778.96Checkpoint
✓Coded to job & cost code
✓W-9 on file
✓Insurance (COI) current
!Lien waiver signed
✓Bank details verified
Payment run Held You release
The full process
Procurement: every step
What the agent does, where you decide, and the rules it checks.
- 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
- 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.
- 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
I stopped here. Everything I read is attached. Your call.
The difference
Your team, before and after
| 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.
By industry and workflow
Pick your starting point
- Industry Industrial MRO distributors Open POs, supplier acknowledgments and backorders kept current
- Industry Electrical distributors Special orders quoted and placed by exact manufacturer part number
- Industry Hydraulics and fluid power Urgent repair parts sourced against exact thread, pressure and size
- Industry Bearings and power transmission Replenishment orders, pack multiples and partial confirmations tracked
- Industry Manufacturers MRP recommendations to verified POs, with supplier dates checked against the job
- Industry Food & beverage manufacturers Ingredient POs, supplier dates and document follow-up, with quality keeping release
- Industry MEP subcontractors Material requests to job-coded POs, bought only against cleared submittals
- Industry Property management Maintenance purchases coded to the right property and unit, with approvals routed by amount
Your numbers
How many hours can you get back?
Your volume, your times, your labor cost. Estimates, not results.
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.
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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.
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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.
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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.
FAQ
Questions buyers ask us
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.
What would you like to hand off to an agent?
- We build itYou show us the work once.
- Start to finishDoes exactly what your team does.
- No-risk trial$0 setup. See it work before you scale.
Bring one real request and the quotes that came back.
Get demo