PO Templates
The Hyperbots PR/PO Co-Pilot uses Agentic Al to create POs in customizable or predefined templates, ensuring consistency with company-specific formats.
Key Features
Customizable PO templates
The co-pilot supports fully customizable PO templates, allowing companies to design POs that reflect their branding, legal, and operational requirements. This ensures that each PO aligns with the company’s specific standards.
Predefined template integration
Companies can also use predefined templates provided by the co-pilot, streamlining the setup process while maintaining consistency in design and format across all POs.
Dynamic data population
The co-pilot dynamically populates POs with data from Purchase Requisitions (PRs) or contracts, such as vendor information, line items, quantities, and payment terms, ensuring accurate and complete POs.
Consistency across formats
By standardizing the design and structure of POs, the co-pilot ensures that all purchase orders are consistent, reducing errors and enhancing clarity for vendors and internal teams.
Template rules and customization
Users can define rules for specific fields, such as mandatory inclusions, optional notes, or region-specific tax information. This flexibility ensures compliance with local regulations and internal policies.
Enhanced efficiency and accuracy
Automating PO generation with Agentic AI reduces manual effort, minimizes errors, and accelerates the procurement process, enabling faster communication with vendors and smoother operations.
80%
PO creation & dispatch time
Converts approved PR into PO automatically based on the company's templates. It can send POs automatically to vendors based on configurations.
5min
PR creation time
Co-pilot auto-fills most of the complex forms in ERPs and procurement systems by reducing the effort to 5 minutes
Auditability
Human Errors
Approvals
PO Closing & Other KPIs
VALUE PROPOSITION
Why Hyperbots Procurement
Co-Pilot?
Hyperbots PR/PO Co-pilot automates purchase requisition and order processes, including PR creation, approval workflows, and PO dispatch, ensuring efficiency, compliance, and seamless integration with ERP systems.
Before and After Hyperbots PR/PO Co-Pilot
FAQs: PO Templates
How does the Co-Pilot handle custom PO templates?
The Co-Pilot supports fully customizable PO templates, allowing companies to design POs that align with their branding, legal, and operational requirements, ensuring consistency with organizational standards.
Can the Co-Pilot use predefined PO templates?
Yes, the Co-Pilot provides predefined templates that streamline the PO creation process while maintaining consistency in design and format across all purchase orders.
How does the Co-Pilot ensure accurate data in POs?
The Co-Pilot dynamically populates POs with data from PRs or contracts, including vendor details, line items, payment terms, and quantities, ensuring that all POs are complete and accurate.
Can the Co-Pilot handle specific rules for PO fields?
Yes, the Co-Pilot allows users to define rules for specific fields, such as mandatory inclusions or region-specific tax details, ensuring compliance with internal policies and local regulations.
What are the benefits of using Agentic AI for PO generation?
The Co-Pilot automates PO generation, reducing manual effort, minimizing errors, accelerating the procurement process, and ensuring consistent, compliant, and accurate POs.
Why Hyperbots Agentic AI Platform?
Finance specific
Hyperbots Agentic AI platform specializes exclusively in finance and accounting intelligence, leveraging millions of data points from invoices, statements, contracts, and other financial documents. No other platform has such large pretrained models on F&A data.
Best-in-class accuracy
Hyperbots achieves 99.8% accuracy in converting unstructured data to structured fields through a multimodal MOE model integrating LLMs, VLMs, and layout models. With contextual validation and augmentations, the platform ensures 100% accuracy for deployed agents.
Synthesis of unstructured and strutured finance data
Hyperbots agents emulate finance professionals to autonomously perform F&A tasks by reading and writing data like COA, expenses, and vendor masters from core accounting systems and integrating it with unstructured data from financial documents such as invoices, POs, and contracts.
Pre-trained agents with state of the art models
Hyperbots' Agentic platform, pre-trained on millions of financial documents like invoices, bills, statements, and contracts, ensures seamless integration, high accuracy, and adaptability to any accounting content, form, layout, or size from day one.
Company specific inference time learning
Hyperbots' Agentic platform employs state-of-the-art Auto ML pipelines with techniques like reinforcement learning to enable inference-time learning for tasks such as GL recommendation and cash outflow forecasting, ensuring continuous improvement and adaptability.
Ready to take the next steps?
Book a demo with one of our Financial Technology Consultants to get started!