Flexible Workflow
The Hyperbots PR/PO Co-Pilot offers highly customizable workflows tailored to business units, departments, and approval thresholds, ensuring precise and flexible accrual approvals.
Key Features
Department-Level Customization
Supports distinct approval flows and authority levels for each department, adapting to different organizational needs within the same workflow.
Dynamic Approval Levels and Thresholds
Approval steps can vary by amount or policy, so only the right invoices reach the right approvers at the right time. Example: Invoices below $10,000 are approved by managers, while invoices above $10,000 are routed to directors.
Organizational or Predefined Workflow Paths
Workflows can follow the org chart or use predefined paths with assigned roles or individuals
Exception-based approval
Purchases exceeding specific criterion or falling under unique conditions can be routed to senior leaders for handling.
Out-of-workflow assignment
Users can assign PRs outside the predefined workflow for clarifications or interim approvals.
Role-Based Flexibility
Approval roles can be adjusted as needed, so responsibilities match how each team or process is actually set up. Example: A predefined approver role is automatically updated when personnel or organizational roles change.
Scalable and adaptable workflows
Easily adjusts to new departments, roles, or approval structures, supporting growth and change without disrupting processes.
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: Flexible Workflow
How does Hyperbots Co-Pilot handle workflows for different business units or categories?
The Co-Pilot allows organizations to define unique workflows for each business unit or category, ensuring accrual approvals are tailored to specific operational and financial structures.
Can departments within the same workflow have customized approval flows for PRs?
Yes. The Co-Pilot supports department-level customization, enabling distinct approval hierarchies and authority metrics for accruals within each department, even under the same overarching workflow.
How does the Co-Pilot manage varying approval thresholds for different purchases?
It provides dynamic approval levels with configurable thresholds. For instance, smaller purchases can be approved by managers, while larger ones are escalated to directors or senior leaders.
Can the Co-Pilot align workflows with organizational hierarchies or predefined paths?
Absolutely. Vandor Management workflows can follow the organizational hierarchy or be configured to predefined paths, ensuring alignment with internal approval processes.
How are exceptions, such as high-value or unusual vendors, handled in the Co-Pilot?
The Co-Pilot enables exception-based approvals, automatically routing high-value or out-of-norm PRs to senior leadership like CFOs or finance heads for further review.
What happens if an vendor needs to be routed outside the standard workflow?
The Co-Pilot supports out-of-workflow assignments, allowing users to redirect vendors to other approvers for clarifications or interim approvals without disrupting the main workflow.
Can the Co-Pilot scale with organizational changes, such as adding new departments or updating roles?
Yes. The Co-Pilot’s scalable design dynamically incorporates new units, roles, or hierarchies, ensuring that purchase workflows adapt seamlessly to organizational growth or restructuring.
Ready to take the next steps?
Book a demo with one of our Financial Technology Consultants to get started!