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Source-to-Pay · Now Live

The complete
source-to-pay
platform

From vendor onboarding to final payment — Sourcing Buddy unifies RFQs, quote analysis, multi-stage approvals, purchase orders, GRNs, vendor invoices and contracts on one SAP-connected platform with an AI co-pilot for procurement teams.

✦ Vendor Onboarding + KYC ✦ RFQ rounds & sealed bids ✦ AI quote extractor ✦ Multi-stage approvals ✦ PO · GRN · Invoice ✦ 3-way match ✦ Contracts ✦ Vendor portal (OTP) ✦ Spend analytics ✦ Live SAP sync
CXO Buddy

Empowering
business leaders

One unified platform connecting every node of your procurement operation — from the first vendor introduction to the final invoice paid.

CXO
Buddy
Onboard+ KYC
RFQsMulti-round
QuotesAI extract
ApproveOR-groups
PO+ Vendor ack
GRN3-way match
SpendPareto + KPIs
SAPLive sync
100%
Source-to-Pay coverage
Onboard → RFQ → Approve → PO → GRN → Invoice → Pay, in one system
3-way
PO · GRN · Invoice match
Configurable qty / price tolerances per company
Multi
Currency & FX snapshot
Base-currency totals frozen at PO + invoice posting
Live
SAP integration
Inventory, item master & consumption pulled on schedule
The Brand Mark

One mark. The whole loop.

Look closely — the four dots in the Sourcing Buddy mark are the four phases of source-to-pay. The lines connecting them are how the platform actually works: every action flows into the next.

Source
Vendor Master & KYC Self-registration portal Auto-onboard from workflow
Decide
RFQ rounds & sealed bid AI quote extractor Multi-stage approvals
Procure
Purchase Orders & ack Contracts & blanket POs Vendor portal (OTP)
Pay
GRN + quality hold Invoices + 3-way match Spend Analytics
The Source-to-Pay Lifecycle

Eight stages, one platform

Every step in the procurement cycle lives inside Sourcing Buddy with full audit trail, role-based approvals and SAP write-back where needed. No spreadsheets, no email chains, no orphaned data.

1
Onboard
Self-register + KYC docs
2
Requisition
MR with cost-centre & budget
3
RFQ
Multi-round / sealed bid
4
Quote
AI-extracted & scored
5
Approve
Multi-stage with delegation
6
PO
Vendor ack + amendments
7
GRN
Quality hold + landed cost
8
Invoice
3-way match & cash discount
Core Capabilities

Twelve integrated modules. One source of truth.

Each module is purpose-built for procurement — but they share the same vendor master, item master, approvals engine and audit log. You stop reconciling, you start operating.

Vendor Master

A centralised directory of all approved vendors with performance scorecards, contact details, category tags and geo-location mapping.

Vendor performance scores and history
Geographic map view of vendor locations
Media attachments — photos, certificates, videos
Active/inactive status management
Open Vendor Master →

Quote Analysis

Side-by-side comparison of vendor quotes with price trend charts, spider map visualisation and historical quote tracking.

Multi-vendor side-by-side comparison table
Price trend charts and spider/radar maps
Quote history modal with full audit trail
One-click best-price selection
Open Quote Analysis →

AI Data Extractor

Upload any vendor quote PDF or image — the AI reads it, extracts structured fields (item, qty, price, lead time) and imports to your workflow in one click.

LLM-powered PDF and image parsing
Manual extraction with custom prompt selector
Extraction history with re-import capability
Direct import to workflow or item master
Try AI Extractor →

IMS & Inventory

Inventory Management System with SAP snapshot sync, WAMC/WADC formula engine, ROL/ROQ calculations and colour-coded risk views.

WAMC/WADC automated with safety factors
Risk-coded alerts: LOW / MED / HIGH / CRITICAL
Forecast upload and consumption comparison
IMS template designer for custom views
Open IMS →

Workflow Engine

Multi-stage approval workflows with configurable templates, email notifications, vendor intake forms and full status tracking.

Drag-and-drop workflow template designer
Multi-stage: Vendor → QC → RnD → Finance → Final
Vendor intake forms with public URL sharing
Email notifications at each approval stage
Open Workflow →

Scheduled SAP Syncs

Automate SAP data pulls with pg_cron-powered schedules. Configure sync frequency, monitor job status and receive alerts on failures.

pg_cron backed automated sync schedules
Configurable sync frequency per data type
Sync status monitoring and failure alerts
Manual on-demand sync trigger
Manage Syncs →

Vendor Onboarding & KYC

Public self-registration link, KYC document capture (PAN, GST, MSME, ISO) with expiry tracking, and auto-onboarding from approved workflows. Source provenance tracked on every vendor.

Branded self-registration URL per company
KYC docs with expiry alerts (PAN/GST/MSME/ISO)
Auto-create from workflow final approval
Source badge: Manual / Self-reg / Workflow
Onboarding Queue →

RFQ Engine — Rounds & Sealed Bid

Multi-vendor RFQs with searchable typeahead picker, multi-round negotiation, sealed-bid mode with reveal events, vendor reminders, and a Q&A side-channel — all token-secured for vendors without a portal account.

Searchable multi-vendor picker with chips
Multi-round RFQ with parent / child traceability
Sealed-bid with audit-logged reveal
Token-link response (no vendor login needed)
Open RFQs →

Purchase Orders & Amendments

Raise POs from RFQs or contracts, route through configurable approvals, send to vendors for digital acknowledgement, and amend with full version history above your threshold.

PO from RFQ / contract / blanket
Vendor acknowledgement via portal token
Amendments above threshold trigger re-approval
Multi-currency with FX snapshot at posting
Open POs →

GRN, Invoices & 3-Way Match

Post inward GRNs with quality-hold and landed-cost capture. Vendor invoices auto-match to PO + GRN with configurable qty/price tolerances. Cash-discount and per-line rejection built in.

Quality-hold quantity per GRN line
Landed-cost split across lines
3-way match with company-level tolerances
Cash-discount terms + line rejection
Open GRN / Invoices →

Contracts & Blanket POs

Long-running supply contracts with line-item pricing, validity windows, draft → active → terminated lifecycle and direct PO link-up. Blanket POs for recurring purchases without re-negotiation.

Item-level pricing + validity per contract
One-click PO creation from contract
Expiry alerts before validity ends
Blanket PO mode for recurring orders
Open Contracts →

Spend Analytics & Snapshot

Real-time spend KPIs, monthly trend, top-vendor Pareto, top-category and top-item lists. Sourcing Snapshot tile-board surfaces KYC expiring, contracts ending and aging MR/RFQ at a glance.

Pareto chart of top-spend vendors
Monthly trend & YoY comparison
Snapshot tiles: KYC / contracts / aging
GRN aging + open commitments reports
Spend Analytics →
Vendor Onboarding

From stranger to approved supplier — with one link

Share a per-tenant registration URL on your buyer portal, in supplier emails, or with your sourcing team. Vendors fill in details, upload KYC docs, and enter your workflow. Once final-approved, they land in your vendor master automatically with a "Workflow" source badge — no double entry.

Public registration token

Each company gets a unique URL. Disable, rotate or revoke from the onboarding queue any time.

KYC docs with expiry

PAN, GST, MSME, ISO and custom doc types — every doc carries an expiry date that surfaces on the dashboard.

Auto-onboard on approval

The instant a workflow hits final approval, the vendor record is created — idempotent, traceable, source workflow.

Onboarding Queue · 4 pending review
Bharat Industries KYC: 3/4 docs Review
Polychem Ltd. KYC: 4/4 docs Approved
Sundaram Castings In Workflow · QC stage Workflow
Acme Engineering Self-registered · 2h ago New
2 KYC docs expiring this week
Sundaram MSME (Mar 18) · Polychem GST (Mar 22)
RFQ & Quote Intelligence

Run sourcing events like an exchange

Pick vendors from a searchable typeahead with classification badges, send RFQs in seconds, run as many rounds as you need, lock sealed bids until reveal — and watch quotes come back as parsed JSON via the AI extractor or vendor self-entry. Every round, every comment, every change is audit-logged.

Searchable multi-vendor picker

Filter by classification, region or last-purchase date. Selected vendors show as removable chips with strategic-vendor badge.

Multi-round & sealed bid

Open negotiation rounds with parent → child traceability, or run sealed-bid mode where prices stay hidden until reveal.

AI quote extractor

Vendors can email back a PDF — the extractor parses items, qty, price, lead time, currency & landed-cost into the comparison sheet.

RFQ-2026-041 · Round 2 · Sealed
VendorBid (₹/MT)Score
Tata Steel Supplies ★ Strategic ₹84,500 9.2
JSW Steel Ltd. ₹87,200 8.6
Vizag Steel ₹91,000 7.9
Score weights · Price 50% · Delivery 30% · Quality 20%
Tata wins on weighted score — 3.1% below market avg, 7d lead time, 99.2% on-time history.
Purchase-to-Pay

One thread from PO to verified payment

Issue POs, capture inward GRNs with quality holds and landed costs, post vendor invoices, and let the engine 3-way match — all the way to payment-ready, with company-tunable tolerances. Multi-currency invoices freeze their FX rate at posting so reporting always reconciles.

3-way match with tolerances

Per-company qty & price tolerance % drives auto-pass / hold-for-review on every invoice line.

Quality hold + landed cost

Post a GRN with partial reject reason, allocate freight/customs/duty across lines, feed accurate inventory cost.

Multi-currency & cash discount

FX-rate snapshot at PO and at invoice. Cash-discount % / days / amount tracked per invoice.

3-Way Match · INV-2026-218
PO-2026-094 amount ₹4,22,500.00
GRN-2026-207 received 5,000 MT @ ₹84.50
Invoice grand total ₹4,22,500.00
Tolerance · Qty 0.5% · Price 1.0% Within band Pass
Match passed · cleared for payment
2/10 net 30 cash discount available (₹8,450) if paid by Mar 22.
Vendor Self-Service · OTP Secured

A portal your vendors will actually use

No vendor accounts to provision, no passwords to reset. Issue a magic link by email, the vendor confirms an OTP, and they get a time-bounded session showing only what you've shared. Every access is logged.

Magic-link + OTP — no signup, no passwords; tokens expire by config.
Per-PO drill-down — vendors see line items, qty, prices, ack status.
Vendor PO acknowledgement writes back to your record with IP + timestamp.
Access log + token rotation from the buyer-side portal admin panel.
Open Portal Admin →
Vendor Portal · Tata Steel Supplies
● Session active
Magic link issuedMar 14 · 10:24
OTP verifiedMar 14 · 10:25
Open POs3 · ₹12.4L
Pending acknowledgementPO-2026-094
Session expiresMar 14 · 11:25
Purchase to Pay

From PO to payment, automatically reconciled

Once a PO is approved, every downstream document is linked: GRN posts against the PO, the vendor invoice matches against PO + GRN, and a 3-way match runs on company-configured tolerances. Mismatches are flagged before payment ever leaves the building.

Configurable tolerances

Per-company qty and price tolerance percentages. Out-of-tolerance lines are flagged for buyer review, never silently approved.

Quality hold + landed cost

Mark a portion of any GRN line as "on hold" pending QC. Landed costs split across lines weighted by value or quantity.

Cash-discount aware

Vendor payment terms with discount windows tracked at invoice level — surface "pay before X to save Y" alerts proactively.

PO-2026-0142 — 3-Way Match Status
PO total₹4,82,500
GRN posted₹4,82,500 match
Invoice received₹4,84,800 +0.48%
Tolerance±1.0%
3-Way Match: PASSED
Variance within tolerance. Invoice cleared for payment scheduling.
Contracts & Spend

Lock in pricing,
measure where it goes

Long-term contracts with line-item pricing and validity windows mean buyers never have to re-negotiate the same item twice. Every PO drawn against the contract counts toward consumption — and Spend Analytics shows you exactly where the money flowed by vendor, category and item.

Item-level pricing

Contracts hold a row per item with agreed unit price, validity from–to and minimum order quantity. PO defaults pull straight from the contract.

Pareto top-vendor view

See the 20% of vendors taking 80% of spend. Drill into any vendor for monthly trend, top items and PO list.

Sourcing Snapshot

One dashboard. KYC docs expiring, contracts ending, MR/RFQ aging buckets, MTD spend, and pending vendor-portal refreshes — all live tiles.

Spend by Vendor — May 2026
Tata Steel Supplies₹38.2L
Bharat Wire Works₹21.6L
SKF Bearings Ltd.₹14.1L
Alpha Chemicals₹7.4L
MTD ₹81.3L · 4 vendors · top vendor 47% of spend (Pareto view available)
Vendor Portal

Your vendors get a secure self-service workspace

No vendor login required. A magic-link + email-OTP gives any vendor secure access to view their POs, acknowledge receipt, see delivery dates, respond to RFQs and upload KYC docs — without a single account creation step.

Magic-link + email-OTP — one-tap access from any inbox, no passwords
PO acknowledgement with timestamp + IP captured to the audit trail
RFQ response with sealed-bid support — vendors quote, you reveal at deadline
Tenant-isolated tokens with expiry + access log — revoke any time
Configure Vendor Portal →
Vendor Portal — Tata Steel
● Verified
Active POs3
Pending acknowledgement1
Open RFQs2
KYC statusUp to date
Last sign-in2 hours ago
Token issued via email. 7-day expiry. Re-rotated automatically on expiry or admin demand.
SAP Integration

Your SAP data, live

Sourcing Buddy connects directly to your SAP system via a secure RFC connector. Inventory snapshots, consumption data, item master and vendor records sync automatically — multi-tenant by design, so each customer brings their own SAP without sharing connections.

Configure SAP Connection →

SAP MM

Item master, vendor master, inventory snapshots, consumption and GRN data from Materials Management.

Per-module gates

Choose per data-source whether each module is "managed by connector" or manual — switch any time without redeploys.

Scheduled sync

pg_cron automated pulls every 30 minutes or configured to your business frequency. Status & failure alerts built in.

On-demand pull

Force a live sync at any time from the Syncs dashboard — results appear in under 60 seconds.

Built for Enterprise

Production-grade from day one

Multi-tenant isolation, fine-grained permissions, audit trail on every action, and approval engines designed for real org charts — not single-team toys.

Multi-tenant by design

Every query scoped by company_id. Each tenant brings their own SAP, SMTP and OAuth — zero cross-tenant data leakage.

Custom roles + RBAC

Define your own roles. View / Create / Edit / Delete per module. Superadmin, admin, manager, member out of the box.

2FA + Google SSO

TOTP + email 2FA. Google OAuth single sign-on at the company level. Email-OTP magic links for vendor portal.

Approval engine

Multi-stage rules with OR-groups, delegations, escalations, document-numbering series and per-doc-type configuration.

Ship faster procurement starting this week

Open Sourcing Buddy, connect your SAP, and run your first RFQ to PO inside the same day. No data migration, no rip-and-replace.