From purchase request to paid invoice, every step checked and explained
IntelliBuddies® P2P runs on IB-X™ and covers the full cycle: requisition, sourcing, purchase order, receiving, invoice and payment. Statutory checks are part of the flow rather than an add-on, and every hold or exception arrives with a reason your team can act on.
Full procurement and payment lifecycle
Six integrated stages from purchase request to vendor payout, with real-time controls built in.
Requisition
Raised by chat, email or form. Approval routed by value and category.
Sourcing
Quotes requested, collected and scored. A vendor is recommended.
Purchase order
Created from the approved request, sent to the vendor, acknowledgement tracked.
Receiving
Goods receipt and quality outcome recorded against the order.
Invoice
Captured, authenticated, matched to the PO and receipt, then approved.
Payment
TDS, terms and adjustments applied. Remittance advice sent to the vendor.
Three layers you can adopt in stages
Start with the core cycle, add statutory controls when you need them, and bring in assistants and analytics once the process is running steadily.
The full request-to-payment cycle
Everything needed to run procurement and payables end to end.
Statutory controls, built in
GST e-invoice, e-way bill, TDS and MSME rules handled inside the flow.
Assistants and insight
A conversational and analytical layer on top of a stable process.
Deep Dive Features
Know the invoice is genuine before you match it
Reading the text off an invoice only tells you what is printed on it. IB-X also decodes the signed QR code on the e-invoice and checks it against GST records, so an altered or fabricated invoice is stopped before it gets near matching or payment.
- Identity: supplier and recipient GSTIN, document number, type and date
- Value: total invoice value, number of line items, main HSN code
- Authenticity: IRN, generation date, issuing IRP and digital signature status
Serious mismatches hold the invoice. Minor ones are flagged and passed through. You decide which is which.
| Check | PO | Goods receipt | E-way bill | |
|---|---|---|---|---|
| Delivery location | Bengaluru | Bengaluru | Chennai | |
| Quantity | 100 | 80 accepted | 100 | |
| Transporter | Listed | Listed | Matches | |
| Validity | – | – | Active |
Close the gap between the invoice and the truck
In many organisations AP approves the invoice while the goods movement is never checked against it. For goods procurement, IB-X compares the e-way bill with the PO, the goods receipt and the invoice, so a wrong destination, a short delivery or an expired document is caught while it can still be put right.
- Route: dispatch and delivery location against the PO ship-to
- Quantity and value: e-way bill against goods receipt and invoice
- Transport: transporter and validity against your records
Applied wherever e-way bills are required. Thresholds and categories are yours to set.
Never pay the gross amount while an adjustment is open
Short receipts, damaged goods, quality rejections, rate differences, tax corrections, excess billing and returns all produce adjustments. IB-X links each one to the original invoice, PO and goods receipt, keeps a running net payable, and holds payment until the adjustment is settled.
- Tracked: every credit and debit note tied to its source documents
- Approved: adjustments go through a workflow before they change the payable
- Explained: the vendor is told what was deducted and why, with a reference
- Credit note raised and linked to the invoice and goods receipt
- Payment held on the gross amount
- Adjustment approved and settled
- Net amount released, vendor notified of the deduction
Three kinds of agents, one governed process
P2P is not one large bot. Each part of the process is handled by the agent type best suited to it, and they hand over to one another on the IB-X platform.
Run the process
The orchestration layer that keeps every stage moving.
- Approvals by value and category
- SLA timers and escalation
- Exception routing and payment holds
- Forms for receiving, review and sign-off
Do the work
Unattended automation inside your systems, where people used to re-key data.
- Pick up invoices from inboxes and folders
- Create and post records in your ERP
- Fetch GST and e-way bill data
- Work through the screen where no API exists
Understand and explain
The intelligence and the front door.
- Read invoices in any format
- Authenticate and cross-check documents
- Answer vendor and employee questions
- Flag anomalies with a stated reason
Sits in front of your ERP. Configured to your policy, not rebuilt for it.
Your ERP stays the system of record. The P2P layer does the reading, checking and chasing that ERPs were never built for.
Works with the ERP you have
The workflows speak one consistent P2P vocabulary. A connector translates it for each ERP, so the process does not change when the system behind it does. SAP connects through native OData integration; other ERPs connect by API, with UI automation as a fallback.
Change the ERP and only the connector changes.
Configurable where it matters
Policy is a setting. The controls that protect you are not.
You configure
- Approval matrix and value thresholds
- Matching tolerances
- Which e-invoice mismatches hard-stop
- E-way bill applicability
- Which modules are switched on
- Email, chat and ERP channels
Stays fixed
- The order of the process
- The matching logic
- The payment gate
- The audit trail
That is why it deploys as a product rather than a project.
Built for teams that buy at volume
Finance
Shared-services and AP teams handling high invoice volumes, many vendors and statutory checks on every document.
Healthcare
Hospitals and laboratories buying consumables, equipment and services across sites, with tight vendor and payment discipline.
Operations
Plants and project sites where goods receipt, quality outcomes and supplier payments have to stay in step.
See P2P run on your own process
Bring a few real invoices and a purchase order. We will show how each one moves through, and where it would have stopped.