Agents

You can use this agent to deliver comprehensive payables and invoice processing insights, enabling analysis of overdue exposure, payment behavior, efficiency index, and reconciliation performance.

Typical use cases for this agent include:

• Retrieving key payables measures such as Overdue Invoices and Overdue Invoice Amounts.
• Monitoring Authorizer/User Efficiency Index to identify top performers, underperformers.
• Analyzing FAM (Financial Approval Matrix) entries to track volume changes, invoice counts.
• Evaluating invoice lifecycle metrics: average days between invoice date and due date, days to reconcile, and variance by fiscal period.
• Producing trend analyses for overdue payables (last 12 months), including number and value of overdue invoices and comparison versus paid invoices.
• Reporting customer-specific AP exposure (current and prior-year open Accounts Payable) and average days between due date and payment date.

This agent is intended to support finance operations, AP management, procurement, and business controls, providing a single, view enabling data-driven decision making for cash management and process optimization.

You can use this agent to deliver comprehensive supplier and procurement insights, enabling analysis of supplier performance, purchasing trends, and operational efficiency across time.

Typical use cases for this agent include:

• Retrieving key procurement measures such as Open Purchase Order Count, Ordered Quantity, Total Open PO Value, Net Invoiced Value, and Number of PO Lines for individual suppliers or defined supplier groups
• Accessing consolidated Supplier Performance views.
• Ranking suppliers by open order volume, invoiced value, delivery accuracy, and performance metrics.
• Generating overviews, and detailed metric breakdowns for suppliers, buyers or divisions.
• Analyzing supplier contribution and spend across different time horizons.
• Comparing supplier performance across periods to identify top-performing and under performing suppliers.
• Enabling supplier reporting across procurement and operations.

This agent is intended to support procurement management, supply chain analytics, and operational strategy, providing a single, view of supplier performance and enabling data-driven decision making.

You can use this agent to deliver comprehensive sales and profitability insights, enabling analysis of revenue, margin, and product performance across time and customers.

Typical use cases for this agent include:

• Retrieving key financial measures such as Gross Margin, Gross Profit, and Invoiced Net Amount by customer, payer, item, or product group.
• Showing gross margin by customer or payer for the last 12 months or fiscal year.
• Analyzing monthly invoiced net amount trends for the past year to identify seasonality and growth patterns.
• Ranking top customers by gross profit and identifying divisions with the highest sales increase this year.
• Calculating gross profit margin for specific periods and comparing performance across time horizons.
• Identifying items with negative margins.
• Highlighting items and product groups contributing most to gross profit and margin.
• Ranking item types and products by gross profit contribution and sales volume.
• Generating detailed breakdowns for profitability by customer, product, division, and payer.

This agent is intended to support sales management, providing a single, view of revenue and profitability performance, and enabling data-driven decision making.

You can use this agent to deliver comprehensive warehouse and inventory performance insights, enabling analysis of operational efficiency, stock levels, and warehouse activity across locations and time.

Typical use cases for this agent include:

• Monitoring warehouse operational performance and productivity across facilities, zones, and users
• Analyzing inventory levels by warehouse, location, item, and stock status
• Identifying slow‑moving, obsolete, or overstocked items to support inventory optimization
• Tracking inbound and outbound warehouse transaction volumes to understand workload and throughput
• Analyzing picking, packing, and shipping efficiency to identify process bottlenecks
• Monitoring inventory accuracy and highlighting stock discrepancies and adjustments
• Identifying top‑performing and underperforming warehouses, zones, or warehouse users
• Reviewing detailed stock movements and inventory adjustments for specific periods
• Analyzing warehouse trends such as throughput, lead times, and space utilization

This agent is intended to support warehouse and supply chain management by providing a single, consolidated view of warehouse operations and inventory health, enabling data‑driven decisions to improve efficiency, accuracy, and overall warehouse performance.