AI-Agents for Procurement in Procurement

Return incomplete forms, send purchase orders, file agreements. Every one is ready to run, and you can adjust it in plain language.

Check Purchase Requests

Show budget fit beside purchase requests before approval.

See how pending purchase requests fit your remaining budget before approval, with any shortfall written on the request.

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Create Draft Purchase Orders

Prepare priced supplier drafts for low-stock items after each count.

Get draft purchase orders after warehouse counts. Review supplier groups, quantities, prices, and expected arrival dates.

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File Received Agreements

File signed supplier agreements under the right supplier name.

Find signed supplier terms in the folders you choose, while unclear packets stay in your inbox for review.

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File Supplier Agreements

File signed supplier agreements in the folder for each supplier code.

Find signed supplier agreements and their certificates together in the supplier folders your team uses.

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Nudge Overdue Purchase Approvals

Remind approvers about overdue supplier purchase decisions.

Your approvers get a focused reminder on the open task, so you spend less time chasing overdue purchase decisions.

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Published by Before We Buy
Open Countersignature Tasks

Assign owners tasks to chase overdue internal signatures on supplier agreements.

Late internal signatures become follow-up tasks for your procurement owners, so supplier-signed agreements keep moving.

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Refresh Budget Balances

Add current budget balances to purchase requests awaiting approval.

Your reviewers can see a current budget balance beside pending purchases before deciding, with a fresh note when the figure changes.

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Request Missing W-9 Forms

Request missing W-9s from suppliers before approval.

Suppliers know which form to send, and your approval cards show why they are waiting.

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Return Incomplete Purchase Requests

Return incomplete purchase requests with specific questions for requesters.

Your budget owners get clearer purchase requests, and requesters know exactly what to add before review can continue.

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Published by Before We Buy
Return Incomplete Supplier Forms

Return supplier forms missing required answers or documents.

Suppliers get a clear list of missing answers or documents, so your team can move complete onboarding forms forward.

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Published by Before We Buy
Surface Purchase Changes

Show revised order terms to the approver before review resumes.

Your reviewers see what changed since the last approval and get the revised order for a fresh decision.

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Published by Approvals Essentials
Track Product Prices

Log product price changes and email buyers when costs meet their targets.

See how product prices change while purchase requests stay open, and get an email when a listed price reaches your target.

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