Custom Fields for Procurement Forms
Support company-specific inputs alongside standard fields using Agentic AI.
Key Features
Addition of custom fields
Company-specific fields can be added to PRs and POs along with standard ones, making it easy to capture all required details unique to each business.
Flexible field configuration
Custom fields can be added and adjusted as needed, so PR and PO forms can reflect each team’s specific requirements, without changing the core setup.
Rule-based field treatment
Each custom field can follow set rules, filled manually, auto-filled from metadata, or pulled from ERP data, ensuring consistent and accurate inputs across forms.
Automated data population
Custom fields can be automatically filled using metadata or ERP data, cutting down on manual input and helping prevent data entry errors.
Manual input options
Some custom fields can be set for manual input, allowing users to add details that aren't available from system data, ensuring nothing important is missed.
Seamless ERP integration
Connects with existing ERP systems to populate custom fields with relevant data, keeping procurement aligned with financial and operational records.
KEY BENEFITS
Procurement Co-Pilot shrinks cycle times from request to purchase order, freeing teams from manual effort, delivering instant ERP-synced approvals, and giving finance teams real-time spend visibility for compliant, cost-effective purchasing.
80%
PO creation & dispatch time
Converts approved PR into PO automatically based on the company's templates. It can send POs automatically to vendors based on configurations.
5min
PR creation time
Co-pilot auto-fills most of the complex forms in ERPs and procurement systems by reducing the effort to 5 minutes
Auditability
Human Errors
Approvals
PO Closing & Other KPIs
Before and After Hyperbots PR/PO Co-Pilot
Why Hyperbots Agentic AI Platform?
Finance specific
Hyperbots Agentic AI platform specializes exclusively in finance and accounting intelligence, leveraging millions of data points from invoices, statements, contracts, and other financial documents. No other platform has such large pretrained models on F&A data.
Best-in-class accuracy
Hyperbots achieves 99.8% accuracy in converting unstructured data to structured fields through a multimodal MOE model integrating LLMs, VLMs, and layout models. With contextual validation and augmentations, the platform ensures 100% accuracy for deployed agents.
Synthesis of unstructured and strutured finance data
Hyperbots agents emulate finance professionals to autonomously perform F&A tasks by reading and writing data like COA, expenses, and vendor masters from core accounting systems and integrating it with unstructured data from financial documents such as invoices, POs, and contracts.
Pre-trained agents with state of the art models
Hyperbots' Agentic platform, pre-trained on millions of financial documents like invoices, bills, statements, and contracts, ensures seamless integration, high accuracy, and adaptability to any accounting content, form, layout, or size from day one.
Company specific inference time learning
Hyperbots' Agentic platform employs state-of-the-art Auto ML pipelines with techniques like reinforcement learning to enable inference-time learning for tasks such as GL recommendation and cash outflow forecasting, ensuring continuous improvement and adaptability.
FAQs: Custom Fields
What custom fields can you add in the PR/PO Co-Pilot?
Users can add company-specific fields to Purchase Requisitions (PRs) and Purchase Orders (POs), such as project codes, department information, and vendor classifications, tailored to their organization’s procurement needs.
How can custom fields be configured for manual or automatic filling?
Custom fields can be set to require manual input or be automatically populated based on predefined rules. Users can specify if a field is filled by a person, derived from metadata, or sourced from ERP data for flexibility and accuracy.
How do rules work for custom fields in the PR/PO Co-Pilot?
Users define rules for each custom field to determine how and when it should be populated. Rules can make fields mandatory, set conditions for auto-filling, and specify data sources, ensuring consistent handling per organizational policies.
Can custom fields be integrated with ERP data?
Yes, the PR/PO Co-Pilot integrates with ERP systems to automatically populate custom fields with relevant data, such as vendor details and project codes, reducing manual entry and enhancing data accuracy.
What are the benefits of using custom fields in the PR/PO Co-Pilot?
Custom fields capture unique procurement information, enhancing PR and PO relevance and completeness. They automate data entry, improve accuracy, streamline workflows, and ensure compliance with internal and regulatory policies.
Ready to take the next steps?
Book a demo with one of our Financial Technology Consultants to get started!