Procure to pay (P2P) / (O2C) automation

The solution is a part of the broader B2B solution and focuses on the automation of the financial supply chain from the point an order is placed with suppliers to the point that cash is received from customers. Any organization with a large number of purchases and sales can benefit from the solution.

Common features of the system

Supplier Management

The portal can optionally support user self-registration to streamline the onboarding process for vendors. You can invite multiple vendors for product auctions and process selected vendors. The portal supports contract management and supports workflow-driven processing of all steps in the vendor onboarding process. Sales processes can include developing sales quotes, attaining approvals, checking product availability, creation of sales orders, good issue, customer invoicing, and management of the commission process.

Automated purchase request PR and PO processing

For repeated purchases, the solution enables users to automatically generate draft purchase orders/requests based on rules defined on the ERP /Warehousing system data. The rules can include things like inventory levels, price updates or date schedules.

Integrate sourcing and procurement

The solution offers a centralized dashboard where suppliers, customers, and internal staff can log in to view all invoice and order-related activity. This includes working documents like invoices, orders, Policies, Team TODOs, Discussions, etc. The portal also provides real-time data to partners on product catalogs, rates, etc.

Invoice disputes And Resolution

All invoices/orders in the system can be shared with suppliers/customers directly allowing for discrepancies with the invoices to get resolved sooner. Invoices can be re-assigned internally for faster resolution and action. Any comments are tracked and all changes audited. Status updates from the supplier’s / customer’s system are available on the dashboard (e.g. “Under-Review”, “Accepted”, “Paid”) allowing for unprecedented visibility into the state of the invoice.


Graphs, charts, and KPI dashboards provide visibility into daily developments, exceptional conditions, and help identify new opportunities for savings.


The solution supports connectivity with a diversity of ERPs, B2B EDI standards. It also supports connectivity to cloud gateways that enable connection to several vendors at a time

Support for a wide range of Industry Standards

Back-end Systems

  • ERPs , xRMs: EPICOR, ADP Taxware, Dynamics, SAP, Sage X3, Oracle EBS, Sales force, SugarCRM, AccountMate, PeachTree, Quickbooks
  • IBM: DB2, Mainframe CICS, MQ Series
  • Banking: MiSys Equation, TCS BANCS, BankTrade

E-Commerce Gateways

ADP Open InvoiceCortex , Elemica, LinkedIn, Facebook, ADP, Basware
  • The system can also be integrated to online order catalogs from partner sites for real-time metadata exchange.