Flexible PO Templates

Supports both company-defined and standard formats for purchase orders.

Key Features

"Supports customizable PO templates for branding and compliance"

Customizable PO templates

Supports customizable PO templates so companies can match branding, legal, and operational needs, ensuring every PO aligns with internal standards.

"Offers predefined PO templates for consistent and easy setup"

Predefined template integration

Offers ready-to-use PO templates that simplify setup and ensure consistent formatting, helping teams maintain standardization without spending time on manual template design.

"Dynamically fills POs with PR data for accuracy and completeness"

Dynamic data population

Automatically fills PO details using data from PRs or contracts, like vendor info, items, and terms, ensuring each PO is accurate, complete, and ready for processing.

"Standardizes PO design for consistency and reduced errors"

Consistency across formats

Standardizes PO design and layout to ensure every purchase order looks consistent, reducing confusion and making reviews easier for both vendors and internal teams.

"Defines field rules for compliance with local laws and internal policies"\

Template rules and customization

Set rules for fields like notes, taxes, or mandatory details, allowing each PO to meet local regulations and company policies without extra manual work.

"Automates PO creation with AI to reduce errors and speed procurement"

Enhanced efficiency and accuracy

Agentic AI automates PO creation, cutting down manual work and errors while speeding up vendor communication and keeping procurement fast and efficient.

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?

Why choose hyperbots agentic AI: finance-first, accurate, adaptable AI

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: PO Templates

How does the Co-Pilot handle custom PO templates?

The Co-Pilot supports fully customizable PO templates, allowing companies to design POs that align with their branding, legal, and operational requirements, ensuring consistency with organizational standards.

Can the Co-Pilot use predefined PO templates?

Yes, the Co-Pilot provides predefined templates that streamline the PO creation process while maintaining consistency in design and format across all purchase orders.

How does the Co-Pilot ensure accurate data in POs?

The Co-Pilot dynamically populates POs with data from PRs or contracts, including vendor details, line items, payment terms, and quantities, ensuring that all POs are complete and accurate.

Can the Co-Pilot handle specific rules for PO fields?

Yes, the Co-Pilot allows users to define rules for specific fields, such as mandatory inclusions or region-specific tax details, ensuring compliance with internal policies and local regulations.

What are the benefits of using Agentic AI for PO generation?

The Co-Pilot automates PO generation, reducing manual effort, minimizing errors, accelerating the procurement process, and ensuring consistent, compliant, and accurate POs.

Hear it from our Customers

Real outcomes from finance teams using Hyperbots Agentic AI

  • Media Services Company

    NetSuite
    SAP

    Business Landscape: Diverse vendors with distinct workflows, approval hierarchies, and compliance needs 

    One Million Invoices Processed Annually Across 20+ Legal Entities in US & Europe

    Hyperbots Agents Used

    Email Triaging | Extraction | Invoice Processing | Matching | Fraud Detection | Vendor Management | Procurement

    80%

    Straight-Through Processing

    99.8%

    Extraction Accuracy

    60%

    Cost Reduction in Finance Operations

  • Florida-based Manufacturing Company

    Oracle Cloud

    Business Landscape: High-volume supplier transactions requiring rigorous matching, approvals, and compliance checks

    $5B+ Revenue with Over 25K+ Invoices Processed Annually

    Hyperbots Agents Used

    Email Triaging | Extraction | Invoice Processing | Matching | Fraud Detection | Exception Handling

    85%

    Straight-Through Processing

    60%

    Cost Reduction

    90%

    Reduction in Manual Exception Management Effort

  • DTH TV Services Company

    SAP S/4 HANA

    Business Landscape: High-volume vendor invoicing with large-scale PO-based matching

    400K+ Invoices Processed Annually

    Hyperbots Agents Used

    Email Triaging | Extraction | Invoice Processing | Matching | Fraud Detection

    90%

    Straight-Through Processing (PO Invoices)

    11 — 1 day

    Reduction in Invoice Processing Time

  • $9 Billion Manufacturing Firm

    Microsoft Dynamics GP

    Business Landscape: Complex freight, duty, and surcharge allocations across invoices and purchase orders

    30K+ Invoices Processed Annually

    Hyperbots Agents Used

    Email Triaging | Extraction | Invoice Processing | Matching | Fraud Detection | Custom Duty, Freight & Surcharge Allocation

    80%

    Straight-Through Processing

    0 -> 100%

    Automated Freight & Duty Allocation

  • $1 Billion Pharmaceutical Company

    SAP Business One

    Business Landscape: Multi-entity & multi-currency operations with global supplier base

    40K+ Invoices Processed Annually Across Multiple Entities in US & EU

    Hyperbots Agents Used

    Email Triaging | Extraction | Invoice Processing | Matching | Fraud Detection

    80%

    Straight-Through Processing

    90%

    Reduction in Invoice Processing Time

    0

    Duplicate Payments

  • Decor & Lifestyle Company

    BlueCherry
    Microsoft Business Central

    Business Landscape: Managing a large vendor and factory network with inventory synchronization & invoice workflows

    20K+ Invoices Processed Annually Across 200+ Factories

    Hyperbots Agents Used

    Vendor Onboarding | Vendor Communication | Packing Slip Extraction | Email Triaging | Extraction | Invoice Processing | Matching | Fraud Detection

    70%

    Reduction in Vendor Management Overhead

    10 ->1 day

    Reduction in Invoice Processing Time

    90%

    Accelerated Inventory Updates

  • Houston-based Marketing Company

    QuickBooks Desktop
    Datacor

    Business Landscape: Complex P2P operations supporting industrial customers across chemicals, refining, and energy

    40K+ Invoices Processed Annually in a Multi-entity P2P Environment

    Hyperbots Agents Used

    Email Triaging | Extraction | Invoice Processing | Matching | Fraud Detection

    70%

    Reduction in Operating Cost

    90%

    Reduction in Invoice Cycle Time

  • Boston Semiconductor Manufacturing Company

    Epicor Kinetic

    Business Landscape: Procurement-intensive AP operations with accurate PO matching & multi-level finance approvals

    30K+ Invoices Processed Annually

    Hyperbots Agents Used

    Email Triaging | Extraction | Invoice Processing | Matching | Fraud Detection | Procurement

    50%

    Human Bandwidth Optimization

    1 week -> 1 day

    Reduction in Invoice Processing Time

  • Boston Workplace Design Firm

    Hedberg

    Business Landscape: Mixed-vendor purchasing, 3-way matching, freight audits, installation billing, and regional cost allocations

    Simplifying AP Across Multi-Tier Supply Chains

    Hyperbots Agents Used

    Email Triaging | Extraction | Invoice Processing | Matching | Fraud Detection | Procurement | Validation | Augmentation

    80%

    Straight-Through Processing

    85%

    Reduction in Exceptions

  • Texas Non-Profit Organization

    Proprietary System

    Business Landscape: Fund accounting, cost allocations, tax documentation, audit compliance, and employee & vendor payments

    Modernizing Finance Operations Across a Large Nonprofit Network

    Hyperbots Agents Used

    Email Triaging | Extraction | Invoice Processing | Matching | Fraud Detection | Validation | Augmentation | Vendor Management

    80%

    Reduction in AP Effort

    99%+

    AI Extraction Accuracy Achieved

  • Global Fabrication & Design Firm

    Microsoft Business Central

    Business Landscape: Global production hubs with localized tax, freight, duty, and import-export requirements

    Multi-Currency Vendor Payments and Operations

    Hyperbots Agents Used

    Email Triaging | Extraction | Invoice Processing | Matching | Fraud Detection | Validation | Augmentation | Vendor Management

    80%

    Reduction in Vendor Management Overhead

  • Midwest Energy R&D Organization

    Deltek Costpoint

    Business Landscape: Different approval, coding, compliance & funding requirements across different initiatives

    Managing AP Across Research Programs, Grants & Projects

    Hyperbots agents Used

    Costpoint Read/Write | Email Triaging | Extraction | Invoice Processing | Matching | Fraud Detection | Validation | Augmentation

    70%

    Productivity Improvement

    Improved

    Project-Level Cost Allocation

    Faster & Cleaner

    Book Closing

  • Largest Non-Profit Animal Hospital

    NetSuite

    Business Landscape: Complex vendor operations requiring accurate onboarding, AP processing, & payment management

    Transforming AP, Vendor Management & Payments for a Niche Industry

    Hyperbots Agents Used

    Email Triaging | Extraction | Invoice Processing | Matching | Fraud Detection | Procurement | Validation | Augmentation

    60%

    Reduction in Vendor Management Overhead

    70%

    Gain in AP Productivity

  • Miami Global Seafood Supplier

    SAP S/4 HANA

    Business Landscape: Complex inventory accruals requiring synchronization across shipments, invoices, and purchase orders

    Modernizing High-Volume Inventory Accruals

    Hyperbots Agents Used

    Accruals | Email Triaging | Extraction | Invoice Processing | Matching | Fraud Detection | Validation | Augmentation

    80%

    Reduction in Time to Accrue

    80%

    Improvement in AP Productivity

  • Healthcare Payment Solutions Provider

    Traverse
    NetSuite

    Business Landscape: Manual procurement, lengthy P2P cycles, and month-end accrual and reconciliation challenges

    Accelerating Procurement & Month-End Close

    Hyperbots Agents Used

    Procurement | Accruals | Email Triaging | Extraction | Invoice Processing | Matching | Fraud Detection

    40%

    Close Cycle Reduction

    80%

    STP in Invoice Processing

    30%

    Reduction in Time to Procure

  • Georgia Food Processing Company

    QuickBooks Desktop

    Business Landscape: Complex cash reconciliation across bank feeds, remittances & orders

    Transforming Cash Reconciliation Across 300M Pounds of Annual Production

    Hyperbots Agents Used

    Cash Application | Email Triaging | Extraction | Invoice Processing | Matching | Fraud Detection

    0 -> 90%

    STP Achieved in Cash Reconciliation

    80%

    STP Achieved in Invoice Processing

  • Chicago Orthopedic Services Company

    QuickBooks Online

    Business Landscape: Ad hoc finance operations with complex documents & an evolving chart of accounts

    Large & Complex Finance Document Processing

    Hyperbots Agents Used

    Email Triaging | Extraction | Invoice Processing | Matching | Fraud Detection

    80%

    Straight-Through Processing

    75%

    Reduction in Manual Effort

  • NYC-based Apparel Manufacturer

    WFX
    Aptean Momentis
    Microsoft Dynamics GP

    Business Landscape: Complex apparel order lifecycles across separate prototyping and production workflows

    Streamlining Complex Apparel Order Lifecycles

    Hyperbots Agents Used

    Email Triaging | Extraction | Invoice Processing | Matching | Fraud Detection | Procurement

    80%

    Reduction in Processing Time

    80%

    Increase in Productivity Gains

  • Federally Funded Media Organization

    Deltek Costpoint

    Business Landscape: Complex guest, vendor, payment, and procurement workflows spanning a 24-step approval process

    Managing 10M+ Guest, Vendor & Payment Transactions

    Hyperbots Agents Used

    Email Triaging | Extraction | Invoice Processing | Matching | Fraud Detection | Procurement | Vendor Onboarding | Payments

    24 -> 2

    Process Steps Reduction

    20 -> 2

    Weeks reduction in Time to Pay

    80%

    Increase in Productivity Gains

  • LA EV Infrastructure Company

    NetSuite

    Business Landscape: Highly manual inventory procurement and exception-heavy matching processes

    Modernizing Complex 3-Way Matching

    Hyperbots Agents Used

    Email Triaging | Extraction | Invoice Processing | Matching | Fraud Detection

    80%

    Reduction in Exceptions

    99.5%+

    AI Extraction Accuracy Achieved

Ready to take the next steps?

Book a demo with one of our Financial Technology Consultants to get started!