Vendor Management Co-pilot

Facing Vendor Relationships Issues like Missing W-9s, Duplicate Invoices, and Status Blackouts?

Explore our AI agents—onboard suppliers, verify IDs, encrypt every document, and stream live PO alerts via a single secure portal in under a minute—enhancing vendor relationships.

THE PROBLEM

Missing W-9s, duplicate vendor records, and endless email threads turn every onboarding into a slog. While teams chase signatures, suppliers chase PO, invoice, and payment status they can’t see—fueling disputes, late shipments, and compliance gaps that surface only when an audit letter arrives.

Stressed accountant buried under stacks of invoices, illustrating the daily struggle of manual work without Hyperbots invoice processing software

Problems in vendor communication

Incorrect vendor identity

Redundant vendors

Time-consuming Issue resolution

Labour intensive onboarding

Bank data privacy concerns

Vendor co-pilot validates vendor identity, offers live PO tracking, & finds cost savings

THE SOLUTION

Hyperbots Vendor Management Co-Pilot instantly verifies vendor W-9s, gives suppliers a self-service portal for live PO, invoice and payment status, and highlights redundant or high-cost vendors—shaving spend and paperwork in one AI-native workspace.

KEY BENEFITS

Cut duplicate spend with vendor rationalization, slash onboarding from weeks to minutes with AI W-9 checks, and keep suppliers informed through a real-time portal—unlocking savings, compliance, and peace of mind.

Spend optimization due to vendor rationalization

Co-pilot helps in spend reduction by consolidating suppliers, enabling bulk discounts, reducing administrative costs and improving procurement efficiency

Vendor onboarding effort

AI-enabled automation in vendor information capture and W-9 form verification significantly reduces vendor onboarding time by streamlining data entry, ensuring compliance, and minimizing manual errors.

Realtime status update

A vendor portal benefits vendors by providing real-time visibility into purchase orders, invoice processing, and payment statuses, enhancing transparency and trust

Key Functional Capabilities of Hyperbots Vendor Management Co-Pilot

Vendor onboarding

AI verifies W-9s and vendor IDs, creates clean records in your ERP in minutes, wiping out manual data entry and first-day compliance gaps so finance can onboard suppliers without bottlenecks.

Vendor information upload

Vendors upload documents once in a secure portal while real-time validation rejects duplicates and bad formats, preserving pristine master data and accelerating approvals for AP and procurement.

Vendor identity verification

Automates vendor identity verification by matching submitted documents against authoritative sources, creating a secure onboarding workflow that prevents fraud and satisfies compliance requirements without manual checks.

Vendor portal for PO, invoice and payment status

Provides vendors a portal showing real-time purchase order, invoice, and payment status, plus full history, reports, and chat tools, so updates are transparent and questions resolved immediately.

Collaboration and communication

Keeps vendors and finance in sync with smart notifications and portal messages that replace scattered emails, ensuring timely collaboration and continuous progress across every purchase cycle.

Automatic PO dispatch

Connects with Procurement Co-Pilot via the agentic platform to display all purchase requests and orders in one dashboard, giving suppliers instant visibility.

Automated remittance communication

Syncs with Payment Co-Pilot through the agentic platform, streaming real-time remittance information into the vendor portal so suppliers see cleared payments and details without email follow-ups.

Automated invoice rejection or acceptance

Integrates with Invoice Processing Co-Pilot on the agentic platform to push correction and rejection alerts directly to vendors, enabling quick fixes and preventing invoice disputes.

Flexible workflow

Hyperbots Vendor Management Co-pilot provides highly flexible workflows, enabling companies to customize exception handling and vendor approvals based on business units, categories, or cost centers.

Notifications

The Hyperbots Agentic AI generates contextual, real-time notifications throughout the vendor management process—covering onboarding, approvals, changes, and transactions alerts on PO, invoices and payments.

Audit trails

The Hyperbots co-pilot maintains a comprehensive audit trail capturing timestamps, actions, and data for every AI or human decision, ensuring full transparency for audits and reviews.

Pre-trained models

The Hyperbots vendor management co-pilot, built on the agentic AI platform, is pre-trained on vendor records like w-9, ensuring quick integration, high accuracy, and adaptability to any identity verification from day one.

Multi-entity support

The Hyperbots co-pilots seamlessly integrate with multiple ERP systems and instances across various entities, providing an unified task view through agentic AI, simplifying operations in complex, multi-ERP environments.

Key General Capabilities of Hyperbots Vendor Management AI Co-pilot

Unlimited access

Enjoy unlimited user access with no per-seat licensing—enabling seamless collaboration and effortless scalability across your organization.

Industry specific

Hyperbots provides industry-specific finance AI with customizable workflows, document handling, and tax validation—ensuring accurate, compliant processing tailored to sector-specific needs across industries like manufacturing, retail, healthcare, logistics, and more.

Company specific

Hyperbots enables no-code customization for company-specific needs—adapting workflows, ERP integrations, GL structures, and business rules through Agentic AI to ensure seamless alignment with organizational processes and finance operations.

Integrations

Hyperbots integrates seamlessly with ERPs, procurement platforms, and other enterprise systems—enabling real-time, secure, and scalable data exchange to power end-to-end AI automation across finance and operations

24X7

Hyperbots Co-pilots run 24x7—automating invoice workflows, monitoring tasks, and alerting humans only when needed. This ensures uninterrupted operations, faster turnaround, and continuous productivity across finance and procurement teams.

Human-in-the-loop

Hyperbots Co-pilots enable human-in-the-loop collaboration through exception handling, approval workflows, and contextual insights—ensuring control, transparency, and continuous learning where human judgment adds value.

Process specific

Powered by Agentic AI, Hyperbots Co-pilots deliver process-specific automation through domain-trained models and collaborative agents—ensuring scalability, precision, and efficiency across finance operations like invoicing, approvals, and GL coding.

Self learning

Hyperbots Co-pilots use self-learning AI to adapt to company-specific workflows, improve accuracy over time, and continuously align with changing business rules, exceptions, and process variations—driving smarter automation with every interaction.

Intelligence elements

Built on the Agentic AI platform, Hyperbots Co-pilots combine OCR, LLMs, VLMs, MOE, reasoning, redaction, math interpretation, and predictive engines to deliver intelligent, efficient automation across complex finance workflows.

Functional elements

Hyperbots Co-pilots offer functional elements like workflows, notifications, security, analytics, SSO, audit trails, user portals, permissions, and observability—ensuring secure, configurable, and auditable operations across teams and systems.

Ready to deploy

Hyperbots Co-pilots are ready-to-deploy, no-code solutions with pre-trained AI agents and native ERP connectors—enabling rapid, customized setup without third-party integrations or development overhead.

AI-native

Hyperbots Co-pilots are AI-native by design—built from the ground up for finance automation, delivering purpose-built precision, transformative productivity, and measurable value across accounting, invoicing, and approval workflows.

Process before and after Hyperbots Vendor Management Co-Pilot

Before-&-after view of vendor tasks done manually vs. by vendor co-pilot.

Finance Transformations Powered by Agentic AI

Real outcomes from finance teams using Hyperbots Agentic AI

  • NYC-based Media & Market Services Company

    Processed 1 million invoices annually across 20+ legal entities in the U.S. & Europe
    ERPs
    NetSuite
    SAP
    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+ Miami-based Manufacturing Company

    Processed 250k+ invoices annually across a complex manufacturing finance environment
    ERPs
    Oracle Cloud
    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

  • A Large DTH Services Company

    Processed 400k+ invoices annually with a big vendor base, including a huge volume of PO-based invoices requiring matching
    ERPs
    SAP S/4HANA
    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

  • Boston-based Semiconductor Robotic Manufacturing Company

    Processed 30K+ invoices annually across vendors, PO matching, procurement workflows, and finance approval chains
    ERPs
    Epicor Kinetic
    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

  • NYC-based Home Decor & Lifestyle Consumer Brand

    Processed 20K+ invoices across 200+ factories with complex vendor onboarding, packing slips, inventory updates, and invoice workflows
    ERPs
    CGS BlueCherry
    Microsoft Business Central
    Hyperbots Agents Used

    Vendor Onboarding | Vendor Communication | Packing Slip Extraction | Email Triaging | Extraction | Invoice Processing | Matching | Fraud Detection | Surcharge, Freight & Custom Duty Allocation

    70%

    Reduction in Vendor Management Overhead

    10 days > 1 day

    Reduction in Invoice Processing Time

    90%

    Accelerated Inventory Updates

  • Houston-based Petrochemical Marketing Company

    Processed 40K+ invoices annually across a multi-entity procure-to-pay environment
    ERPs
    QuickBooks Desktop
    Datacor
    Hyperbots Agents Used

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

    70%

    Reduction in

    Operating Cost

    90%

    Reduction in

    Invoice Cycle Time

  • $1B+ Global Multi-Entity Pharmaceutical Company

    Processed large volume of invoices annually across multi-entity, multi-currency operations in the U.S. & Europe with a global supplier base
    ERPs
    SAP Business One
    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+ Manufacturing Enterprise

    Processed large volume of invoices annually with complex freight charges, duties, and surcharge allocations across invoices and POs
    ERPs
    Microsoft Great Plains
    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

  • Chicago-based Orthopedic Services Company

    Optimized the ad-hoc finance operations, processing large & complex finance documents with an unclear Chart of Accounts
    ERPs
    QuickBooks Online
    Hyperbots Agents Used

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

    80%

    Straight-Through Processing

    75%

    Reduction in

    Manual Effort

  • NYC-based Apparel Manufacturer

    Optimized 2 different processes & systems for the prototyping & production phases of apparel orders, creating a complex and redundant procurement process
    ERPs
    WFX
    Momentis
    Microsoft Great Plains
    Hyperbots Agents Used

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

    80%

    Reduction in

    Processing Time

    80%

    Increase in

    Productivity Gains

    Optimized

    Procurement

    Workflows

  • Washington, D.C.-based Federally Funded Media Organization

    Optimized a 24-step guest and vendor management along with payment process across a large volume of transactions
    ERPs
    Deltek Costpoint
    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

  • Los Angeles-based EV Infrastructure Company

    Managed a highly manual inventory procurement and complex exception-heavy 3-way matching processes
    ERPs
    NetSuite
    Hyperbots Agents Used

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

    80%

    Reduction in

    Exceptions

    99.5%+

    AI Extraction

    Accuracy Achieved

  • Atlanta-based Food Processing Company

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

  • San Francisco-based Healthcare Payment Solutions Provider

    Managed manual procurement, lengthy P2P cycles, high invoice processing effort & month-end challenges around accruals & reconciliation
    ERPs
    Traverse
    NetSuite
    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

  • $1B+ Miami-based Global Seafood Supplier

    Manages raw material inventory accruals and reversals across shipments, invoices, and POs while maintaining inventory accuracy and accelerating AP processing
    ERPs
    SAP S/4HANA
    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

  • NYC-based Largest Animal Hospital Operator

    Optimized for high complexity across vendor management, accounts payable, and vendor payments, requiring a modern, highly accurate, and transformative solution to optimize finance operations
    ERPs
    NetSuite
    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

  • Boston-based Furniture Manufacturing Firm

    Optimized a complex AP environment with multi-tier supply chains, mixed-vendor purchasing, 3-way matching, freight audits, progress billing, & required a custom ERP integration
    ERPs
    Hedberg
    Hyperbots Agents Used

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

    80%

    Straight-Through Processing

    85%

    Reduction in

    Exceptions

  • NYC-based Design & Fabrication Firm

    Managed multi-currency AP, import-export compliance, taxes, freight, and vendor operations across the U.S., Mexico, and China
    ERPs
    Microsoft Business Central
    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

  • Texas-based Non-Profit Organization

    Managed fund-based accounting, restricted donations, multi-entity cost allocations, tax documentation, employee & vendor payments, and audit compliance
    ERPs
    Propriety 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

  • Chicago-based Energy R&D Organization

    Managed AP across research programs, grants, and projects with unique approval, coding, compliance, and funding requirements
    ERPs
    Deltek Costpoint
    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!