Map the work your team does today
Identify invoice volumes, supplier groups, document sources, rate structures, review steps, and reporting needs. Focus on where information is missing, checks are repeated, or ownership is unclear.
Implementation and systems
Start with your workflow and define the right implementation
An effective invoice workflow depends on the information available, the controls you need, and the systems your team uses. We start with those requirements so the proposed scope reflects your operation.
Agree what each review needs
Identify the contracts, rate tables, purchase orders, shipment records, or milestone approvals needed. Define thresholds, exceptions, approval responsibilities, and reporting requirements.
Assess your systems environment
Discuss the enterprise resource planning (ERP), transportation management system (TMS), accounting, and document systems involved. Connection methods, formats, mappings, and responsibilities must be confirmed for the proposed scope.
Evaluate representative cases
Use examples that include straightforward invoices, missing evidence, duplicate submissions, and disputed charges. Agree the expected treatment before extending the workflow.
Make enterprise requirements part of the evaluation
Bring requirements for data access, security, retention, hosting, system integration, and internal approvals. We will identify the information needed for technical and procurement review.
This describes a proposed discovery approach. Integration methods, hosting, security controls, and delivery commitments are confirmed during scoping.
Start with the invoices that take the most effort
Tell us where your team spends time checking charges, chasing documents, or resolving discrepancies.