Finance & Accounting
AI Co-Pilots for Consumer Packaged Goods
Built for the realities of CPG finance, Hyperbots AI Co-Pilots automate P2P & O2C operations to reduce trade promotion and retailer chargeback leakages, optimize payments and collections, and simplify multi-brand operations.
80%
Straight Through
Invoice Processing
99.8%
Accurate Invoice-Field Extraction
40%
Reduction in DSO
<10%
Unapplied Cash
Eliminating the Hardest Problems in CPG P2P & O2C Finance Operations
Finance-trained AI improves accuracy, efficiency, and profitability by reducing the complexity of promotional confusions, pricing variations, retailer deductions, and distributor relationships.
Non-Compliant Vendor Onboarding of Packaging, Seasonal & Contract Vendors Increases Master Data Inconsistencies
AI automates vendor onboarding by verifying W-9s, vendor IDs, and submitted documents, rejects duplicates, and creates clean vendor records, to reduce data confusion for multi-location packaging suppliers, prevent missed compliance verification for seasonal vendors, and track expired certificates of contract manufacturers.
Missed Discounts, Vendor Chargebacks & Promotional Payment Complexities Reduce Profitability
AI optimizes payment timing by analyzing discounts, penalties, payment terms, and cost of capital to maximize discount capture from seasonal inventory suppliers and multi-location contract retailers, to minimize costly penalties from retailer penalty chargebacks. AI also supports configurable partial payments for trade promotion vendors and distributor incentive programs.
Variable Invoice Formats & Complex SKU Data Create High-Volume Invoice Processing
AI extracts line item data across thousands of SKUs from raw material vendor invoices with weight-based pricing, co-packer invoices with production run breakdowns, packaging supplier invoices with conversions, and freight/logistics invoices with accessorial charges, validates, matches against POs, performs GL coding, and posts to the ERP.
Urgent PRs from Seasonal & Promotional Launches Increase Budget Overruns
AI extracts and pre-fills data from contracts for PR creation, performs real-time budget checks, and provides configurable approvals and PR fields to prevent budget overspending from urgent seasonal & promotional PRs, route promotional material requests to the right business unit owners, and accelerate PR creation of multiple products under the same brand.
Trade Promotions, Pricing, Promotional Rebates & Shelf Space Disputes Delay Collections
AI identifies dispute signals before invoice due dates, routes cases to the right owners, tracks and enforces PTP commitments, and sends pre-due and post-due collection reminders based on customer behaviour, to reduce payment delays due to disputes from trade promotion allowances, seasonal pricing discrepancies, promotional rebates, and shelf allowance deductions.
Promotional Deductions, Chargebacks & Combined Remittances Complicate Cash Reconciliation
AI parses bank statements, lockbox files, emails, and portals, matches payments to invoices and remittances using invoice numbers, PO references, amounts, etc., identifies valid deductions and chargebacks, and classifies root cause and routes exceptions to accelerate reconciliation of promotional deductions, short payments from chargebacks, and combined multi-brand payments.
One Unified Platform for CPG Finance
Finance-trained AI agents operate as a single system to automate CPG P2P & O2C workflows, streamlining trade promotions, distributor and retailer payment complexities, cash flow, multi-brand operations, and ERP posting.
Procure-to-Pay (P2P)
What Hyperbots does
Extracts invoice fields, manages trade promotion-driven invoice mismatches, promotional supplier payments, seasonal procurement, vendor onboarding, and budget controls.
Outcome
• Extracts fields from vendor, copacker, & logistics invoices with 99.8% accruacy & achieves 80% STP
• Trade promotion, free goods, and SKU pricing mismatches eliminated
• Early payment discounts captured, and retailer chargebacks reduced
• Packaging, seasonal, and contract manufacturing vendors onboarded compliantly
• Accelerates PR creation and controls promotional and seasonal procurement overspending
Order-to-Cash (O2C)
What Hyperbots does
Accelerates collections, identifies trade promotion disputes early, automates cash application across retailer payments, and detects promotional deductions, chargebacks, short payments, and unidentified cash.
Outcome
• Trade promotion, pricing & rebate disputes resolved faster, enabling 40% DSO reduction
• Retailer deductions and chargebacks reconciled, improving collections productivity by 80%
• Multi-brand distributor remittances matched accurately
• Promotional deductions, short payments, and unidentified cash detected
• Greater cash flow visibility and predictability with 70% reduction in Cost-to-Collect
P2P Automation for CPG Finance Operations
Purpose-built finance AI Co-Pilots automate trade promotion-driven invoice matching, supplier payments, PR creation, vendor onboarding, accruals, and sales tax validation.
Invoice Processing Co-Pilot
Extracts fields from supplier invoices, validates against POs and GRNs to reduce invoice mismatches and improve processing accuracy.
• Extracts invoice fields with 99.8% accuracy and 80% STP
• Identifies trade promotion deductions, free good offers, and SKU pricing mismatches with 2-way and 3-way matching
• Supports configurable matching across 140+ fields, including pricing, quantities, and payment terms
Payments Co-Pilot
Optimizes supplier payments by analyzing discounts, penalties, and payment terms, while supporting configurable partial payments.
• Maximizes early payment discounts from seasonal and multi-location suppliers
• Reduces retailer and vendor chargebacks through optimized payment timing
• Supports configurable partial payments for promotional programs and distributor incentives
Vendor Management Co-Pilot
Maintains accurate vendor records through intelligent onboarding, document verification, and duplicate detection.
• Verifies documents, banking information, and vendor credentials
• Detects duplicate, expired, and non-compliant supplier records
• Streamlines onboarding for packaging, seasonal, and contract manufacturing vendors
Accruals Co-Pilot
Records accruals for promotional and seasonal spend, supplier rebates and chargebacks, and unbilled procurement costs to improve month-end close.
• Discovers promotional and supplier-related accruals automatically
• Automates accrual postings and reversals into ERPs
• Provides configurable accrual policies and cut off dates
Procurement Co-Pilot
Automates PR creation with data extraction, configurable approvals & PR fields, and real-time budget controls for seasonal and promotional procurement.
• Extracts supplier and contract data to accelerate PR creation
• Enforces configurable approval workflows and PR/PO fields
• Prevents promotional and seasonal procurement budget overruns
Sales Tax Verification Co-Pilot
Validates sales and use tax calculations on supplier invoices to improve compliance and payment accuracy.
• Extracts and validates origin, destination addresses, and confirms tax applicability
• Classifies supplier line items into correct tax categories
• Fetches state, country, and city sales and use tax rules with a dictionary interface for CPG products
O2C Automation for CPG Cash Flow
Accelerate collections, resolve trade promotion disputes, automate retailer and distributor cash application, and eliminate unapplied cash across multi-brand operations.
Collections Co-Pilot
Approaches customer segments with personalized strategies and identifies trade promotion and pricing disputes early to protect relationships.
• Prioritizes and sends personalized follow-ups for trade promotion, pricing, rebate, and shelf space receivables
• Tailors collection strategies by analyzing customer payment behavior and payment risk indicators
• Detects early dispute signals across distributor, retailer, and supplier collectibles
Cash Application Co-Pilot
Reconciles retailer and distributor payments by intelligently matching invoices and remittances while identifying deductions, chargebacks, short payments, and unapplied cash.
• Parses bank statements, lockbox files, emails, and portals with 99.8% accuracy.
• Identifies promotional deductions, retailer chargebacks, short payments, overpayments, and unidentified cash
• Parses remittance advice, bank statements, lockbox files, and emails with 99.8% accuracy
Built for the ERPs CPG Runs On
Finance-trained AI that connects invoices, payments, and collections across your CPG ERP landscape.
Run Your CPG Finance with Hyperbots
Let us handle your P2P & O2C workflows, While you focus on financial control and business growth.
FAQs
How does Hyperbots reduce invoice-to-PO mismatches?
Hyperbots performs configurable 2-way and 3-way matching across invoices, POs, and GRNs to identify pricing, quantity, and promotional discrepancies.
Can Hyperbots optimize supplier payments for CPG companies?
Yes. Hyperbots analyzes early payment discounts, penalties, payment terms, and cost of capital to optimize payment timing, reduce retailer and vendor chargebacks, and support configurable partial payments for promotional programs.
How does Hyperbots support seasonal and promotional procurement?
Hyperbots extracts supplier and contract data to accelerate PR creation, performs real-time budget checks, and enforces configurable approval workflows to prevent overspending during seasonal and promotional launches
Can Hyperbots automate onboarding for packaging and contract manufacturing vendors?
Yes. Hyperbots verifies vendor documents, banking information, and ID credentials, detects duplicate or non-compliant records, and streamlines onboarding for packaging suppliers, seasonal vendors, and contract manufacturers.
How does Hyperbots improve collections in Consumer Packaged Goods?
Hyperbots detects trade promotion, pricing, promotional rebate, and shelf space disputes before invoice due dates, routes cases to the right teams, tracks Promise-to-Pay commitments, and automates personalized customer follow-ups.
How does Hyperbots handle retailer deductions and chargebacks?
Hyperbots automatically identifies promotional deductions, retailer chargebacks, and pricing variances, classifies their root causes, and routes exceptions for faster resolution and reconciliation.
How does Hyperbots improve month-end close for CPG finance teams?
Hyperbots automatically records accruals for promotional spend, supplier rebates, chargebacks, and unbilled procurement costs, while automating accrual postings, and reversals to improve month-end close accuracy.
Which ERP systems does Hyperbots integrate with for CPG companies?
Hyperbots integrates with leading enterprise and industry-specific ERPs, including SAP S/4HANA, NetSuite, Microsoft Dynamics 365, Infor M3, Aptean, Deacom, BatchMaster, JustFood, Plex, Datacor, and others.
Can Hyperbots support global CPG companies with complex retailer and distributor networks?
Yes. Hyperbots is designed for multi-location, multi-brand, and multi-entity CPG organizations, automating finance workflows across invoice processing, payments, procurement, vendor management, collections, and cash application.
Does Hyperbots support companies with multiple brands and legal entities?
Yes. Hyperbots supports multi-brand and multi-entity CPG operations by automating the entire P2P and O2C workflows while maintaining consistent ERP data and complete audit trails.
