Company Specific Configurations

Hyperbots Co-pilots offer extensive company-specific customizations, including ERP integration, workflows, roles, UI, GL structures, and matching policies, all configured through a no-code framework.

Key Features

Connectors integrate with custom ERP setups and company workflows

Integration with customized ERP

Hyperbots connectors integrate seamlessly with customized ERP implementations, adapting to company-specific ERP configurations and workflows.

Workflow roles and hierarchies tailored to company-specific configurations

User and organizational structure configuration

Users, roles and organizational hierarchies for workflows are configured based on company-specific needs.

 "Co-pilot adapts to company-specific business processes and role structures

Business process and role customization

Business processes and roles are adapted to match the company's operational structure.

Custom UI design aligned with company branding and user preferences

Customizable UI

The Co-pilot’s user interface is tailored to align with company preferences for branding, layout, and functionality.

Configurable approval workflows with custom levels and monetary limits

Approval levels and limits

Approval workflows, including levels and monetary thresholds, are fully configurable to match company policies.

Flexible workflows tailored to company-specific operational requirements

Standardized or granular workflows

Companies can standardize or granularize workflows based on their operational needs.

Co-pilot supports custom COA and GL structures for accurate reporting

Chart of accounts and GL configurations

The Co-pilot supports company-specific Chart of Accounts (COA) and GL structures, ensuring alignment with financial reporting needs.

Customized rules and workflows aligned with company finance policies

Policy configurations for matching, accruals, and vendor management

Matching rules, accrual processes, and vendor management workflows are customized to meet company policies.

Custom PO templates and audit trails tailored to company requirements

Templates, notifications, and audit trails

PO templates, notification formats, and audit trail structures are adapted for company-specific requirements.

Comparison with competition

FAQs: Company Specific Configurations

What kind of customization do you provide that are company-specific?

Hyperbots Co-pilots offer extensive customization, including workflows, approval levels, roles, matching strategies, and custom fields tailored to your company's needs.

What level of workflow customizations do you provide?

We provide configurable workflows that adapt to department-specific, unit-specific, or role-specific needs, allowing businesses to design processes that align with their unique operations.

Can I have my company-specific custom fields in documents and UI?

Yes, Hyperbots supports custom fields in documents and UI, which can be configured without coding, enabling alignment with company-specific requirements.

Do your AI agents recommend company-specific GL Codes?

Yes, Hyperbots Co-pilots include a GL Recommender that learns from historical data and company-specific rules to recommend accurate GL codes.

How does your Agentic AI platform handle company and vendor-specific invoices?

The platform is pre-trained on millions of invoices and uses no-code configurations to adapt to company-specific templates, vendor-specific formats, and custom field requirements.

How do you configure approver levels?

Approver levels are configurable based on roles, hierarchy, and business rules, allowing multi-level, department-specific, or exception-based approval flows.

How do you configure business process roles?

Business process roles can be defined and assigned during implementation, with permissions tailored to the specific tasks and oversight required for each role.

How do you specify approval limits?

Approval limits can be configured based on roles, thresholds, or specific conditions, ensuring proper financial governance.

What flexibility do I have in workflow approver levels?

You can configure flexible approver levels with thresholds, dynamic workflows, exception handling, and ad-hoc interim approvals for unique scenarios.

What matching configurations do you provide?

Hyperbots offers field-level matching configurations, tolerances, and severity rules for 2-way and 3-way matching between invoices, POs, and GRNs.

What matching strategy can you configure?

Matching strategies can be set by vendor, expense category, or document type, with rules for exceptions and scenarios requiring no matching.

How do you configure accruals?

Accrual configurations include options for cutoff dates, recurring expenses, manual accruals, and automated reversals, tailored to your accounting policies.

What kind of vendor management configuration do you provide?

We support configurations for vendor onboarding workflows, identity verification rules, approval hierarchies, and custom vendor fields.

What kind of configurability do you provide for PR/PO?

PR/PO configurations include customizable templates, approval levels, business rules, matching requirements, and vendor-specific workflows.

What configurability do you provide for notifications and audit trails?

Hyperbots allows companies to configure notifications for key events and maintain detailed audit trails, with options to define additional logs or customize notification content and delivery channels.

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.

Designed by CFOs for CFOs

We worked with several CFOs to solve the right problems.

Hear what they have to say!

  • I am thrilled to be involved with Hyperbots’ new AI solution revolutionizing AP workflow as a design partner. During development, I shared real-world perspective on the needs of my industry, ensuring the solution is tailor-made for the intricate demands of law firms.

    Cecy Graf

    CFO

    Strategic advisor

    WA

  • I designed Hyperbots as a tool aimed at enabling CFOs in various industries to alleviate themselves from tedious tasks and simplify intricate financial workflows. By substituting manual efforts with technology, the tool enhances the precision and speed of tasks such as data entry, reconciliation, and report generation.

    Anna Tiomina

    Founder

    Blend2Balance

    Houston

  • I have really enjoyed working with the Hyperbots team so far on defining the product functionality.

    John Silverstein

    VP of F&A

    XR Extreme Reach

    NYC

  • In helping design the product, as an experienced CFO, I focused on addressing my current pain points using AI.

    Anthony Dias

    CFO

    Strategic Advisor

    NYC

  • As a design partner, my input was taken onboard and we have been able to go through various iterations to keep refining the product to ensure real-life applicability.

    Ayo Fashina

    Director

    DFC

    Dallas

  • I think the time has come to leverage AI for addressing various challenges faced by CFOs such as data accuracy, timely & efficient processing and reporting, improving visibility, optimizing costs, managing cash flow, and ensuring compliance.

    Mike Vaishnav

    CFO

    Strategic Advisor

    SF

  • As an experienced senior financial professional, it has been an opportunity and an honor to provide input into the design of this artificial intelligence-powered tool that helps automate certain processes and provides new insights into financial questions commonly encountered across many industries and companies.

    Bimal Shah

    CFO

    Strategic Advisor

    SF

Designed by CFOs for CFOs

We worked with several CFOs to solve the right problems.

Hear what they have to say!

  • As an experienced senior financial professional, it has been an opportunity and an honor to provide input into the design of this artificial intelligence-powered tool that helps automate certain processes and provides new insights into financial questions commonly encountered across many industries and companies.

    Bimal Shah

    CFO

    Strategic Advisor

    SF

  • In helping design the product, as an experienced CFO, I focused on addressing my current pain points using AI.

    Anthony Dias

    CFO

    Strategic Advisor

    NYC

  • I think the time has come to leverage AI for addressing various challenges faced by CFOs such as data accuracy, timely & efficient processing and reporting, improving visibility, optimizing costs, managing cash flow, and ensuring compliance.

    Mike Vaishnav

    CFO

    Strategic Advisor

    SF

  • I have really enjoyed working with the Hyperbots team so far on defining the product functionality.

    John Silverstein

    VP of F&A

    XR Extreme Reach

    NYC

  • As a design partner, my input was taken onboard and we have been able to go through various iterations to keep refining the product to ensure real-life applicability.

    Ayo Fashina

    Director

    DFC

    Dallas

  • I am thrilled to be involved with Hyperbots’ new AI solution revolutionizing AP workflow as a design partner. During development, I shared real-world perspective on the needs of my industry, ensuring the solution is tailor-made for the intricate demands of law firms.

    Cecy Graf

    CFO

    Strategic advisor

    WA

  • I designed Hyperbots as a tool aimed at enabling CFOs in various industries to alleviate themselves from tedious tasks and simplify intricate financial workflows. By substituting manual efforts with technology, the tool enhances the precision and speed of tasks such as data entry, reconciliation, and report generation.

    Anna Tiomina

    Founder

    Blend2Balance

    Houston

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!