Agreement

Data Extraction

Data Schemas
Guidelines + Mapping
Data Extraction Methods

RobobAI template
SQL queries

Data may require

Normalization
Cleansing and Validation
Agreggation

Data Transfer

Data Security
SFTP Configuration
Whitelisting

Platform Delivery

RobobAI QA check
Implement data into RobobAI platform
Treasury dashboards
Actionable Intelligence Report (AIR)
Other custom reporting

Training

RobobAI Training Academy
Custom training inquiry

Quick start

Get Started with

3 data points

With just 3 points of your supplier data, we can provide AI-driven

dashboards and start pinpointing opportunities to release liquidity.
This quick start option caters to organizations struggling to collate a quality data set and need support building a business
case.

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.

Supplier level data

(14 fields of aggregated data)

Basic supplier data is used to enable basic Supplier Insights linked to Card payment Optimizations.

You can:

Visualize spend by current payment method and terms
Identify opportunities to transition spending from check or electronic payment to card.

Invoice and payment data

(38 fields of line level data)

Additional invoice header level data provides additional targeted insights associated with invoice count / size.

You can:

Optimize working capital benefits for buyers and suppliers e.g. highlight early and late payments
Refine card opportunity analysis with actual payment time date

Commodity data

(61 fields of line level data)

Additional invoice or PO line data enables classification/categorization of spend data for advanced card optimization, treasury insights, and more.

You can:

Increase granularity of insights by classifying invoice line items by spend category
Rationalize suppliers and streamline spend based upon supplier payment terms