Finance &
supplier reviews
Bring supplier evidence and exceptions together so reviewers can assess what is ready and what needs more information.
- Starts with
- A new supplier or a scheduled review
- What you bring
- Supplier records: The supplier profile and review scope. Commercial evidence: Contracts and relevant invoice history. Your standards: Policies, checks, and approval responsibilities.
- Who uses it
- Procurement owner + finance reviewer
From supplier evidence to a human decision.
Bring the contract, invoice history, and relevant policies into one working brief for supplier review. Organize the evidence and surface questions so your team can assess exceptions and record the decision.
Viewing this workflow does not run a review or approve a supplier.
- 01Your team
Start the review
A procurement owner selects the supplier, sets the review scope, and names the people responsible for the decision.
Starts with: supplier details, scope, and review owners.
- 02AI assistance
Assemble the evidence
Bring together the approved contract, invoice history, and relevant policies. Keep each finding linked to its source and flag missing information.
Produces: a source-linked evidence set.
- 03AI assistance
Check for exceptions
Compare the evidence with the checks your team defines. Surface discrepancies and open questions with the supporting source material.
Produces: an exception list and draft review brief.
- 04Human decision
Review and decide
The named reviewer examines the evidence, resolves questions, and records a decision. They can request more information or send the brief back for revision.
Review gate: no supplier approval is made by AI.
- 05Your team
Record the outcome
Save the reviewed brief, the decision, and any follow-up actions together. Assign an owner to outstanding actions and agree when the supplier is reviewed again.
Produces: a decision record and owned next steps.
Need more information? The reviewer sends questions back before the outcome is recorded.
A review your team can act on.
- Evidence, with sources
- A review brief linked to the supporting material.
- Exceptions, made visible
- Open questions and issues for the reviewer.
- A recorded outcome
- A human decision, owners, and follow-up actions.
Make it work for your team.
Bring your source material and a sample result. We’ll identify the steps, connections, and human review needed, then agree how to assess quality, time, and cost.