What's included
Practical AI
built into every workflow
What's included
The problem with
AI bolted onto workflows instead of built in
Most AI features in procurement software are a chat window bolted onto the side, disconnected from your contracts, your invoices and your approval rules, so it can only guess at answers.
SmartDocs runs its AI inside the workflow itself: reading your actual documents, applying your actual rules, and leaving a record any auditor can follow.
Deliverables
What's included
Strategy
Understanding which workflows cost your team the most manual time today.
- Highest-friction workflow mapping
- Success criteria definition
- Document & data source review
Build
Configuring agents against your documents, systems and approval rules.
- Agent & model configuration
- Source document connections
- QA & testing checklist
Handoff
Enabling your team to trust and act on AI-surfaced answers with confidence.
- Technical documentation
- Team training
- Operational runbook
Support
Ongoing tuning of agents, prompts and autopilot thresholds.
- System monitoring
- Iteration cycles
- Performance adjustments
How we work
A process built for results
Clear milestones and hands-on support, from discovery through go-live.
Discovery & Success Criteria
We review where your team spends the most manual time and define clear goals for the rollout.
Map Documents + Approval Rules
We map your documents, data sources and approval chains, and plan the agent configuration needed to support them.
Build + Test + Security Review
We configure agents and autopilot bots, test them against real documents, and review security and access controls at every stage.
Launch + Monitor + Iterate
Go live confidently. We monitor agent accuracy, catch issues, and optimize based on real usage.
AI Capabilities in action
See what's possible
Real agents running inside SmartDocs
Contract AI: Renewal Alert to Redline
- Renewal terms reviewed before the deadline, not after.
SmartDocs OCR: Invoice to Matched Payment
- Line items extracted and matched without manual entry.
RFP Assistant: Bid Scoring to Award
- Every recommendation traces back to the bid itself.
FAQ
Common questions
Everything you need to know before we start working together.
Does the AI make decisions on its own?
No. SmartDocs' AI reads your actual documents and applies your actual rules to surface answers and automate routine steps, but people stay in control of every decision, and it leaves a record any auditor can follow.
What's the difference between SmartDocs AI and a typical chatbot?
Most AI features in procurement software are a chat window bolted onto the side, disconnected from your contracts, invoices and approval rules. SmartDocs runs its AI inside the workflow itself, so it answers from your actual data instead of guessing.
Does SmartDocs integrate with SAP and our other systems?
Yes. SmartDocs offers deep SAP integration (ECC and S/4HANA) and connects with other ERPs, storage systems and business tools, keeping your data transparent and accurate across your existing stack.
What are autopilot bots?
Autopilot bots are configured against your documents, systems and approval rules to handle repetitive steps automatically, with thresholds you control and can tune over time.
How does SmartDocs handle security and compliance?
Security and compliance are built into the platform, with controls that support financial integrity and reduce compliance risk. See our Trust Center for details on how we handle and protect your data.
How accurate is the AI, and how is that monitored?
Agent accuracy is monitored on an ongoing basis after go-live, with tuning based on real usage so performance improves as the system sees more of your actual workflows.
Can the AI work across contracts, invoices and other documents at once?
How do we get started?
Book a discovery call and we'll review your current spend management workflows, map the highest-impact areas, and outline a phased rollout tailored to your systems and goals.