Flexible PO Templates
Supports both company-defined and standard formats for purchase orders.
Key Features
Customizable PO templates
Supports customizable PO templates so companies can match branding, legal, and operational needs, ensuring every PO aligns with internal standards.
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.
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.
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.
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.
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?
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.
Ready to take the next steps?
Book a demo with one of our Financial Technology Consultants to get started!