Pivotly for Procurement
Everything your procurement team needs to put its data to work.
Your POs, contracts, and supplier data are scattered across systems, siloed, and locked in PDFs. Pivotly is the procurement data solution that gets it out, connects it, and puts it to work.
PURCHASE ORDERACME INDUSTRIAL SUPPLY
No. PO-447107 / 21 / 26
VendorAcme Industrial
TermsNet 30
Ship toDock 3
ItemQtyUnit
Steel shelving, 48x2440EA
Locking casters, HD160EA
Anchor bolt kits320EA
6 line items520 units ordered
PO-4471, structured
source-linked to the PDFItemQtyUnitSrc
Steel shelving40EAp.1
Locking casters160EAp.1
Anchor bolt kits320EAp.2
ERPReceivingAP3-way matched
Where the day goes
Your spend data is only as good as what someone keys in.
PO details live in inboxes, PDFs, and three systems that don't agree. So every week your team rekeys the same numbers by hand, chases approvals down email threads, and rebuilds the spend report from scratch. By the time it's done, it's already stale.
62%of an AP team's processing cost goes to manual data entry and matchingArdent Partners
16.3 daysto process a single invoice at a typical teamAberdeen Group
That's most of a day, every week, gone to keeping the numbers straight.
What Pivotly fixes
Procurement teams all run into the same four problems.
01Unlock trapped data
Your best spend data is locked in PDFs and spreadsheets.
POs, invoices, supplier contracts, and spec sheets sit in inboxes and drives, finished but unreachable. Pivotly reads them and pulls the data out clean and structured, source-linked so every value traces back to the document it came from.
Inbound email
FromNicoleN@vendor.com
SubjectPurchase Order #P022801
PO_P022801.pdf
Extracted
source-linkedVendorHeamar Company Ltd
PO numberP022801
Line items6
PDF
02Connect your systems
Your team runs three systems that give three different answers.
Your procurement system, ERP, and AP don't agree, so every question means checking three places and hoping they match. Pivotly connects them into one current picture, and the checks that used to eat your afternoon run on their own.
99%Review recommended0 review items, 3 warningsConfident
Account matchPassed
Date formatPassed
Document selectionPassed
Approve & sendKeep set aside
03Build what you need
Your category manager's custom scorecard lives on their own laptop.
That scorecard, or the approval routing your team runs by hand, only exists in one place. The day they're out, nobody else can get to it. Pivotly rebuilds the workflow you need on your own data and gives it a governed and accessible home the whole team can reach.
Search vendors
Add vendor
VendorOn-timeStatus
Heamar Co98%GoodEdit
Saga Enviro91%GoodEdit
Cyphen Ltd72%Watch Save
Your team's scorecard, now editable and on live data.
04Govern AI and apps · for IT
The apps your team builds are invisible to IT.
The AI and apps your teams stand up to move faster end up running where IT can't see, secure, or audit them. Pivotly brings them under your control, human-in-the-loop, with every value source-linked and every action logged, so nothing runs that IT didn't sign off on. Governance is what lets IT say yes.
How Pivotly governs it all →99%Review recommendedevery check logged and source-linkedConfident
Account matchPassed
Date formatPassed
Document selectionPassed
Approve & sendKeep set aside
Grows with you
Start with one workflow. Build the procurement system you actually need.
These aren't four separate tools to buy, they're one platform. Fix the PO workflow that's bleeding you today. Then the vendor scorecard. Then contract intelligence. Each one's built on the same data, so each stands up faster than the last, until it's a system shaped around how your team really works.
PO automation
faster
Vendor scorecards
faster
Contract intelligence
and on
Your next workflow
Unlock
Connect
Build
Govern
Integrations
Connects to the systems your procurement team already runs.
How it's built and kept running is our job. What matters on your side is that the picture stays right. Connect and activate, never rip and replace.
ERP and finance
The system of record, connected.
Procure-to-pay
Your requisition and PO workflow, in the loop.
Email and document storage
The half of the answer that lives in an inbox or a drive.
AP and invoicing
Three-way match without the chase.
Custom in-house tools
The app your team built, brought in, not replaced.
Contract management
Supplier contracts and terms, searchable.
How one customer solved it
DMC put email-to-PO on one screen.
Checks 13FieldsLines 6
99%
Overall confidenceReview recommended, 0 review items and 3 warnings
Review recommended
Account MatchPassed100%
Date FormatPassed100%
Document SelectionPassed100%
Approve & sendKeep set aside
Purchase-order automation
Pivotly reads inbound orders, runs the checks, and routes them for approval, every step on one screen. Twice the workload, same team: DMC's volume was trending toward double the headcount, and they absorbed it without a new hire.
Get started
Ready to put your procurement data to work?
Tell us what you're trying to fix. We'll show you how Pivotly handles it, and what it could build for your team from there.
PO
Invoice
What should we fix first?
Tell us where it hurts. Pivotly can build the solution.
Great. Where do we reach you?
You're in.
Thanks. We'll reach out shortly to set up your demo.
A quick gut check
No. Pivotly connects the systems you already run, it doesn't replace them. It sits underneath as the layer that reads your documents and keeps everything agreeing, so your ERP and P2P suite stay put.
Every value links to the exact spot in the document it came from, and a person approves it. Checking takes seconds instead of hours of re-keying, so a human stays in the loop on every number.
Those run your process, but they don't read the documents the data lives in, the emailed POs, the supplier contracts, the invoices. Pivotly reads what they leave untouched and feeds it back into the systems you already run.
You own it. Your documents and everything Pivotly pulls from them stay yours, access controlled to your team, exportable whenever you want, and secured to one standard.
