Unified Task View Across ERPs and Entities

Connects multiple ERP instances to streamline sales-tax workflows, invoice matching, and journal entries.

Key Features

Co-pilots integrate with NetSuite, SAP, QuickBooks without ERP migration

Support for multiple ERPs

Works smoothly across ERPs like NetSuite, SAP, and QuickBooks, automatically activating the right connectors for each entity. No need for expensive system changes.

Co-pilots manage multiple ERP instances with shared or unique processes

Support for multiple instances of the same ERP

Easily manages multiple instances of the same ERP, supporting both shared and separate general ledgers, while allowing unified or customized processes for each entity.

Single sign-on gives finance teams unified access across ERPs and entities

Single sign-on for multi-ERP access

Single sign-on enables smooth access to Co-Pilots across all ERPs and entities, removing the need for separate logins and simplifying navigation for finance teams.

"Standardizes workflows and rules across ERPs and GLs for business consistency"

Unified business processes across entities

Replicates configurations across ERPs and ledgers to standardize workflows, rules, and reporting, helping maintain consistency across all entities.

Entity-specific workflows and rules supported without forced integration

Tailored processes for distinct entities

Co-Pilots support entity-specific setups, allowing each business unit to run its own workflows, rules, and reporting, without needing to align with other entities.

Co-pilots support SSO and entity-specific teams for structural alignment

Flexibility for centralized or separate teams

Supports both centralized teams with shared access and separate teams working at the entity level, allowing flexibility based on how the organization is structured.

KEY BENEFITS

Hyperbots Sales Tax Verification Co-Pilot locks in sales-tax compliance on every invoice, shutting down tax underpayment penalties before they start. A built-in, time-stamped trail delivers effortless auditability, while near-zero human errors protect margins and, ultimately, your company’s reputation for accuracy and integrity.

Sales tax compliance

Co-pilot verifies applicable sales tax for every invoice and line item automatically

Tax underpayment

Co-pilot acts as a preventive method against over or under-charged sales tax by vendors

Auditability

Human errors

Reputation


Before and After Hyperbots Sales Tax Verification 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: Multi Entity Support for Sales Tax Verification

How does the Co-Pilot handle organizations using multiple ERPs?

The Co-Pilot seamlessly integrates with various ERPs like NetSuite, SAP, and QuickBooks, activating the appropriate connectors for each entity. This ensures consistent task execution without requiring costly ERP migrations or standardizations.

Can the Co-Pilot work with multiple instances of the same ERP across entities?

Yes, it supports multiple instances of ERPs like SAP or NetSuite, interacting with each instance to perform tasks. It allows for unified processes or tailored setups based on whether entities share a replicated GL or maintain distinct GLs.

How does single sign-on simplify access for finance teams managing multiple ERPs or entities?

Single sign-on provides seamless access to the Co-Pilot across all ERPs and entities, eliminating the need for repeated logins and enhancing efficiency for finance teams managing diverse systems.

Can the Co-Pilot standardize processes across entities with different ERPs and GLs?

Absolutely. The Co-Pilot replicates configurations across entities, standardizing workflows, authority matrices, exception handling, and analytics while ensuring ERP data consistency through connectors.

Does the Co-Pilot support entity-specific configurations for distinct processes?

Yes, the Co-Pilot fully supports unique configurations for entities requiring distinct workflows, rules, and analytics. It ensures tailored process management while keeping ERP data entity-specific.

Finance Transformations Powered by Agentic AI

Real outcomes from finance teams using Hyperbots Agentic AI

  • $500M NYC-based
    Media & Market Services Company

    Processes 1 million invoices annually across
    20+ entities, vendors & business units in US & EU
    ERPs
    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

  • $5B Florida-based
    Manufacturing Company

    Processes 25k+ invoices annually
    across a high-volume supplier landscape
    ERPs
    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

  • $129M Asia-based
    DTH Services Company

    Processes 400k+ invoices annually, including a large volume of
    PO-based invoices requiring matching
    ERPs
    Hyperbots Agents Used

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

    90%

    Straight-Through Processing

    for PO Invoices

    11 -> 1

    Days Reduction in

    Invoice Processing Time

  • $6M Boston-Based
    Semiconductor Manufacturing Company

    Processes 30K+ invoices annually across vendors, PO matching,
    Procurement workflows, and finance approval chains
    ERPs
    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

  • $12M NYC-based Home
    Decor & Lifestyle Consumer Brand

    Processes 20K+ invoices across 200+ factories with complex vendor onboarding,
    packing slips, inventory updates, and invoice workflows
    ERPs
    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 days > 1 day

    Reduction in Invoice Processing Time

    90%

    Accelerated Inventory Updates

  • Large Houston-based
    Petrochemical Marketing Company

    Processes 40K+ invoices annually across a multi-entity
    procure-to-pay environment for chemicals, refining, and energy customers
    ERPs
    Hyperbots Agents Used

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

    70%

    Reduction in

    Operating Cost

    90%

    Reduction in

    Invoice Cycle Time

  • $1B+ NYC-based
    Multi-Entity Pharmaceutical Company

    Processes 40k+ invoices annually across multi-entities in US & Europe,
    along with multi-currency operations with a global supplier base.
    ERPs
    Hyperbots Agents Used

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

    80%

    Straight-Through Processing

    90%

    Reduction in Invoice Processing Time

    Zero

    Duplicate

    Payments

    Single View

    of All Multi-entity Payables

  • $9B+ Germany-based
    Manufacturing Firm

    Processes 30k+ invoices annually with complex freight charges,
    duties, and surcharge allocations across invoices and POs
    ERPs
    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

  • Large Chicago-based
    Orthopedic Services Company

    Operating ad-hoc finance operations, processing large & complex
    finance documents & an evolving Chart of Accounts
    ERPs
    Hyperbots Agents Used

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

    80%

    Straight-Through Processing

    75%

    Reduction in

    Manual Effort

  • $42M NYC-based
    Apparel Manufacturer

    Manages complex apparel order lifecycles across separate prototyping,
    and production workflows, creating redundant procurement processes
    ERPs
    Hyperbots Agents Used

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

    80%

    Reduction in

    Processing Time

    80%

    Increase in

    Productivity Gains

    Optimized

    Procurement

    Workflows

  • $190M Arlington-based
    Federally Funded Media Organization

    Operates a 24-step guest and vendor management and payment process across approximately 10 million transactions
    ERPs
    Hyperbots Agents Used

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

    24 -> 2

    Guest Management

    Steps Reduction

    10 -> 2 Weeks

    Reduction in

    Time to Pay

    80%

    Increase in

    Productivity Gains

  • $8M LA-based
    EV Infrastructure Company

    Manages highly manual inventory procurement and exception-heavy 3-way matching processes
    ERPs
    Hyperbots Agents Used

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

    80%

    Reduction in

    Exceptions

    99.5%+

    AI Extraction

    Accuracy Achieved

  • Large Georgia-based
    Food Processing Company

    Processes 300M+ pounds of annual production across 3 large facilities with complex cash reconciliation across bank feeds, remittances & orders
    ERPs
    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

  • $7M Florida-based
    Healthcare Payment Solutions Provider

    Manages manual procurement, lengthy P2P cycles, high invoice processing effort and month-end challenges around accruals and reconciliation
    ERPs
    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

  • $775M Miami-based
    Global Seafood Supplier

    Managing inventory accruals & reversals across shipment, invoice, and PO data while maintaining stock accuracy & accelerating AP processing
    ERPs
    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

  • $88M NYC-Based
    Largest Animal Hospital Operator

    Handles highly complex vendor management,
    accounts payable, and vendor payments
    ERPs
    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

  • $74M Boston-based
    Workplace Design Firm

    Operates a complex AP environment with multi-tier supply chains,
    3-way matching, freight audits, progress billing, and custom ERP integration
    ERPs
    Hyperbots Agents Used

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

    80%

    Straight-Through Processing

    85%

    Reduction in

    Exceptions

  • $20M NYC-based
    Global Fabrication & Design Firm

    Manages multi-currency AP, import-export compliance, taxes, freight,
    and vendor operations across the U.S., Mexico, and China
    ERPs
    Hyperbots Agents Used

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

    80%

    Reduction in Vendor Management Overhead

    100%

    Tax Compliance

    100%

    Accuracy in

    Freight & Duty Allocation

  • $50M Texas-based
    Non-Profit Organization

    Manages fund accounting, multi-entity cost allocations, tax documentation,
    employee & vendor payments, and audit compliance
    ERPs
    Proprietary System
    Hyperbots Agents Used

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

    80%

    Reduction in

    AP Effort

    99%+

    AI Extraction Accuracy

  • $66M Midwest-based
    Energy R&D Organization

    Manages AP across research programs, grants, and projects
    with unique approval, coding, compliance, and funding requirements
    ERPs
    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

Ready to take the next steps?

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

Ready to take the next steps?

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