Demonstration · Financial Intelligence · 3 steps
From supplier findings to a recovery plan
Review invoice findings against contract terms, see what recovering them is worth, and decide whom to approach first.
Example: Aldercroft Facilities Services (fictional) · Finance director. Fictional data and a scripted answer.
- What happened
- A review of supplier invoices against their contracts has raised findings, and the finance director wants to know what is real and what recovering it is worth.
- The question
- Which findings are real, what could we recover net of effort, and which supplier should we approach first?
The journey, step by step
Simulation. A scripted journey on fictional data, not produced by a live model. Each step uses what you decided in the steps before it, and only the figures are computed.
Review the findingsEach flagged line departs from its contract. Dispute the ones you believe are real and accept the ones you do not.Open
Each flagged line departs from its contract. Dispute the ones you believe are real and accept the ones you do not.
Review each flagged record: confirm it or dismiss it. The totals and the answer below follow your decisions.
Supplier Invoice line Charged vs contract Overcharge (GBP) Finding Decision Calder Cleaning Daily cleaning, 480 h 28.00 vs 28.00 0 Matched None needed Calder Cleaning Deep clean, 160 h 31.50 vs 28.00 560 Rate above the contract rate Hale Security Out-of-hours surcharge 720 vs none 720 No such surcharge in the contract Hale Security Annual indexation 3.0% twice vs once 1,380 Indexation applied twice Orrin Waste Waste removal 340 vs 340 340 Same line charged twice Orrin Waste Skip hire 210 vs 210 0 Matched None needed - Flagged
- 4 of 6 · GBP 3,000
- Dispute
- 0 · GBP 0
- Accept
- 0 · GBP 0
- Undecided
- 4 · GBP 3,000
4 of 6 lines depart from the contract, GBP 3,000 in all.
You have chosen to dispute 0 (GBP 0) and accept 0 [S1]. A surcharge may sit in a side letter that was not attached, which is why acceptance is a person's call.
Relies on: S1 · Invoices and contract rate schedules
The contract owner decides. Approving prepares queries to the suppliers for the disputed lines. It sends nothing.
Not ready. 4 flagged lines are still undecided. Confirm or dismiss each one first.
Next: What recovery is worth. It opens when the step above is complete.
Limits of this example
- A scripted journey on fictional data.
- Recovery is an estimate, not a promise.
- This is a scripted demonstration on fictional data. No model was called and no real organisation, person or result is shown.
The capabilities this draws on
- Contract-to-Invoice VerificationCompare contracts, purchase orders, agreed rates, invoice charges, quantities, tax and payment terms, and surface exceptions for review.
- Costs and optimisationSpend grows across suppliers, licences, cloud services and people with no single place to see what is wasted.
The Financial Intelligence story · All demonstrations
The other journeys
- From a recording to a verified practitionerA line changeover is captured with consent, drafted from its sources, reviewed, released with its gates, and checked in practice.
- Finding and understanding your data, read onlyApprove which folders the platform may read, classify what a database holds, and see what depends on each source.
- From a new market to an evidenced obligation registerEstablish which obligations apply to a planned expansion, check the evidence for them, and see whether you will be ready by the audit date.
- From a legal notice to a reviewed responseRead a letter before action, protect the evidence it asks you to keep, and settle the wording of the reply.
- From a what-if to a board resolutionTest an acquisition under assumptions, compare the options, and settle the resolution put to the board.
- From what the AI may read to answers with evidenceSet what an assistant may read, audit who has access, answer a customer's security questions with evidence, and check what the Trust area can honestly say.