Use cases

You can use the agents for various use cases based on your role.

M3 Analytics User

Users can summarize financial data through the dialog box, eliminating the need to manually analyze data.

As a Financial Controller, it identifies customers classified as high-risk payers.
As a Financial Controller, it displays the total overdue amount per credit manager and highlights the largest exposure.
As a Financial Controller, it tracks trends in average payment days and invoice aging stages over time.
As a Financial Controller, it ranks customers by DSO value, payment days, and stopped amounts.
As a Financial Controller, it identifies customers with both high DSO and high stopped amounts.
As a Financial Controller, it highlights customers that consistently pay late and analyzes overdue versus stopped exposure.
As a Financial Controller, it compares current versus previous periods for DSO and payment trends.
As a Financial Controller, it spots extreme outliers in payment days or DSO and detects rising risk indicators.

As Purchase Manager, it identifies top-performing suppliers based on invoiced value, PO count, and delivery metrics.
As Purchase Manager, it monitors open purchase orders by quantity, value, and line count across the company.
As Purchase Manager, it evaluates supplier performance using on-time delivery and fill rate rankings.
As Purchase Manager, it analyzes total spend by supplier and category over the past year.
As Purchase Manager, it highlights under performing suppliers based on recent delivery scores.
As Purchase Manager, it compares delivery performance by supplier and buyer for the last quarter.
As Purchase Manager, it Identifies suppliers with the lowest on-time delivery rate for a specific period (For example, last quarter).
As Purchase Manager, it lists suppliers that have the highest on-time delivery rates.
As Purchase Manager, it summarizes overall supplier performance across a defined time frame, such as the past year.
As Purchase Manager, it finds top suppliers by net invoiced value that have significant late deliveries.

As Sales Manager, it analyzes total sales value by month for the past year.
As Sales Manager, it shows sales value and margin by customer for the last 12 months.
As Sales Manager, it tracks quarter-over-quarter sales growth rate for each product group.
As Sales Manager, it identifies products with the highest sales growth this quarter
As Sales Manager, it monitors sales trends for top 5 customers over the last 24 months.
As Sales Manager, it allows to detect seasonality patterns for specific products.
As Sales Manager, it is able to provide market share analysis for top products in each region.
As Sales Manager, it identifies the top 10 customers by sales value and margin.

As Accounts Payable Manager, it allows to monitor Accounts Payable performance and efficiency.
As Accounts Payable Manager, it allows to analyze open supplier invoices by overdue days.
As Accounts Payable Manager, it identifies suppliers with the highest overdue amounts.
As Accounts Payable Manager, it allows to view invoices due this week, month, or quarter.
As Accounts Payable Manager, it calculates average days to pay by supplier.
As Accounts Payable Manager, forecasts AP payments for the next 30 days.
As Accounts Payable Manager, tracks overdue payables trends vs. paid invoices.
As Accounts Payable Manager, reviews current Efficiency Index and changes over time.
As Accounts Payable Manager, identifies key drivers of Efficiency Index.
As Accounts Payable Manager, finds top and under performing users and workload differences.
As Accounts Payable Manager, detects anomalies, seasonality, and negative trends.
As Accounts Payable Manager, measures gaps versus benchmarks.
As Accounts Payable Manager, calculates corrected invoice amounts for a specific period.
As Accounts Payable Manager, analyzes invoice variance across different periods