The problem
Where the hours go
A busy month online means more purchase orders, more supplier invoices and more refunds, and most of it is done in portals and inboxes by hand. The back office grows with the sales, not with the team.
We take that work on and run it every day. A person still approves the spend and any refund over the limit you set.
What we run
The work we take off your team
Supplier reorders
Orders placed on each supplier's portal after your team approves the spend.
- Portals with no API
- Spending limits and named approvers
Invoices and matching
Supplier invoices collected and matched against your orders, with the mismatches flagged.
- Invoice download across portals
- Synced into Sage or Xero
Refunds and claims
Refunds and claims worked through in your admin tools, with approval steps where you want them.
- Your rules, applied every time
- Anything unusual sent to your team
Examples
How the work runs
These show how we'd run the work. The ordering result is from a customer in hospitality software, see Results.
Supplier reorders
- Orders placed without a person.
Invoice matching
- Only the mismatches need a person.
Refund handling
- Refunds inside your rules, with the rest escalated.
Results
What one customer got back
A B2B software platform serving hospitality had supplier invoices and orders landing on one desk. We've run that work for about a year.
a month
Handed back to their ops team.
orders a month
Placed without a person.
"The team is fantastic. We use the software daily for automating complex workflows which the team helped us get set up, these now save us time daily."
Head of Operations, hospitality software platform (G2, 5.0)
- Supplier reorders
Orders placed on supplier portals, with your approval.
- Invoice matching
Invoices matched against POs and deliveries.
- Delivery checks
Tracking and delivery status checked against what you ordered.
- Refunds and claims
Worked through in your admin tools.
- Marketplace listings
New listings checked against your rules before they go live.
- Reconciliation
Payouts and bank lines reconciled in your accounting system.