- Data Schemas
- Guidelines + Mapping
- Data Extraction Methods
- RobobAI template
- SQL queries
- Data may require
- Cleansing and Validation
- RobobAI QA check
- Implement data into RobobAI platform
- Treasury dashboards
- Actionable Intelligence Report (AIR)
- Other custom reporting
This quick start option caters to organizations struggling to collate a quality data set and need support building a business
We recommend Data Schema 1, where possible, due to the instant benefit of an 8-page Actionable Intelligence Report and a faster
route to leveraging your date to drive value.
Visualize spend by current payment method and terms
Identify opportunities to transition spending from check or electronic payment to card.
Optimize working capital benefits for buyers and suppliers e.g. highlight early and late payments
Refine card opportunity analysis with actual payment time date
Increase granularity of insights by classifying invoice line items by spend category
Rationalize suppliers and streamline spend based upon supplier payment terms
Data extraction removes the barrier to spend analytics. It automates the process of data consolidation from multiple sources. No integration is needed. It's a stand-alone, read-only, push process.
A background to Spend data
Example Source systems
Data Extraction guidelines
Data extraction methods
Data extraction methods refer to the techniques used to collect and move data from different sources. There are several methods for extracting data, and the choice of method depends on the source of data. Here are some common data extraction methods
Some organizations restrict access to external websites. If you are experiencing some challenges accessing the Treasury Intelligence platform from your organization some
Internet access rules may need to be configured to allow access.
A process called 'Whitelisting' can be run, typically by a Network Operations team. Detailed information is provided in the presentation below.