Xeeva

Open your first day with Xeeva by turning scattered purchasing records into a single, working view you can act on. Connect ERP, AP, and corporate card feeds, then auto-classify expenditures with a prebuilt taxonomy that you can tailor to your chart of accounts. Standardize vendor names and merge duplicates, tag recurring services, and set exception rules for unusual activity. Build role-based dashboards so budget owners see committed, actual, and forecasted outlays by category and cost center. Schedule refreshes, lock in definitions, and share a baseline so everyone plans against the same numbers.

When a team needs a new vendor, kick off intake with a guided form that captures business requirements and routes for approval. Invite suppliers through a portal to submit profiles, tax and banking details, diversity and ESG documents, and certifications. Apply automated risk checks and scorecards, then spin up an RFQ/RFP using templates, pricing lots, and weighted criteria. Compare total landed cost and service levels side by side, run what‑if scenarios, and award business in clicks. Track supplier KPIs—on‑time delivery, quality, responsiveness—and trigger corrective actions or reviews if thresholds slip.

For day‑to‑day buying, stand up curated catalogs and punchouts with negotiated prices and preferred items. Guided buying steers users to compliant options while budget checks and tiered approvals keep spend in line. Convert approved requests into POs, dispatch via EDI, email, or supplier portal, and monitor order status. Capture receipts, match invoices two‑ or three‑way, and route exceptions (price, quantity, tax) to the right owner with context. Pull in e‑invoices, OCR paper bills, and manage service entry sheets and recurring invoices without breaking the audit trail. Automate early‑payment discounts, accruals, and month‑end validations so AP closes on time.

Keep governance tight with embedded policies, spend limits, and conflict checks that flag non‑standard items and off‑contract buys before they happen. Store every agreement in a searchable repository with obligations, pricing terms, and renewal dates; set alerts for expirations, renegotiation windows, and volume rebates. Build a savings pipeline, track realized benefits, and visualize leakage from maverick activity. Slice the data by supplier, commodity, region, or project to spot consolidation opportunities and tail‑spend fixes. Collaborate with stakeholders in comments, sync tasks to Slack or Teams, and push transactions to your ERP. Whether you run a lean SMB or a growing mid‑market operation, start with the essentials, add sourcing or contracts when you’re ready, and scale without reworking your processes.