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.
What is SmartDocs?
SmartDocs is a govtech company that builds an intelligent, AI-powered spend management platform for public sector procurement, unifying sourcing, contracts, procurement, payables and documents in one place, so teams manage spend end to end with AI-assisted workflows.
Which modules does the platform include?
SmartDocs spans Smart Sourcing, Smart Procurement, Smart Payables and Smart Planning, covering the full spend management lifecycle from vendor onboarding and solicitation to purchasing, invoices and payments.
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.
Can SmartDocs be deployed in the cloud or on-premise?
Both. SmartDocs supports flexible deployment: cloud SaaS for scalability and accessibility, or on-premise for organizations that need more control and customization.
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.
Who uses SmartDocs?
State and local public procurement teams, plus enterprises across manufacturing, life sciences, tolling and finance, from CFOs and controllers to procurement officers and AP managers.
How does the AI help day to day?
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.