Stop guessing at savings. Start harvesting them.
Built for private equity operating teams and the companies they run. Connect an ERP and AI agents map 100% of spend in hours — combining insight across the portfolio and tracking every initiative to realized P&L impact.
Five steps, one continuous optimization cycle. Click through the live demo.
Continuous optimization cycle
Upload your spend data — AI cleanses it and builds your category taxonomy as it lands
| Date | Vendor | Description | Amount | Cost Center |
|---|---|---|---|---|
| 2024-01-15 | W.W. GRAINGER #4512 | Bearings, PPE and MRO stock | $84K | Tulsa Plant |
| 2024-01-16 | GRAINGER INC | Cut-resistant gloves + safety stock | $32K | Memphis Plant |
| 2024-01-17 | RYERSON METALS #221 | Hot-rolled coil — 48" × 0.135 | $262K | Tulsa Plant |
| 2024-01-18 | ODFL | LTL freight — lanes 214 / 380 | $215K | Central DC |
| 2024-01-19 | Old Dominion Frt Line | LTL freight — southeast lanes | $189K | Southeast DC |
| 2024-01-22 | CINTAS CORP #082 | Uniform rental + first-aid cabinets | $47K | Tulsa Plant |
| 2024-01-23 | Ryerson Inc. | Aluminum sheet + plate stock | $148K | Memphis Plant |
| 2024-01-24 | fastenal co | Fastener VMI bins — weekly replenishment | $58K | Memphis Plant |
| 2024-01-26 | FASTENAL COMPANY IN | Cutting tools + abrasives | $23K | Tulsa Plant |
| 2024-01-28 | ULINE SHIP SUPPLY | Stretch wrap, corrugate, void fill | $71K | Central DC |
| 2024-01-29 | Cintas Corp | Mat service + facility supplies | $21K | Memphis Plant |
| 2024-01-30 | Verizon Wrls 870143 | Fleet data lines — 214 devices | $38K | Fleet Ops |
| 2024-01-31 | VZW BUSINESS ACCT | Telematics data — trucks 88–140 | $24K | Fleet Ops |
Built for private equity operating teams and the companies they run — the same workspace serves a single portco and the whole portfolio.
Roll spend from every portfolio company into one cube — normalized suppliers, one taxonomy — while each company keeps its own workspace. Overlap and shared leverage show up immediately.
4 companies · one taxonomy · normalized suppliers
One standard taxonomy across every company — each branch sized by spend and scored for opportunity, so you can see where to hunt before anyone runs a report.
One taxonomy · sized and scored
Direct Materials
$186M
HVAC Equipment
$92M
48 oppsGeneral Industrial
$54M
45 opps+ 9 more
Freight & Logistics
$116M
LTL & Truckload
$61M
9 oppsParcel
$28M
+ 6 more
Facilities & MRO
$89M
MRO Supplies
$34M
43 oppsFacilities Maintenance
$28M
41 opps+ 11 more
Corporate Services
$31M
Software & SaaS
$12M
38 oppsInsurance
$8M
+ 7 more
Three levels deep, built automatically at ingest — portfolio-wide or per company.
Drop contracts and invoices in — or connect a repository — and OCR + AI extracts rate tables, rebates, payment terms, and renewal dates, then tracks every commitment against live spend.
contracts/ folder · auto-synced
MSA_Apex_Industrial_2024_FINAL (2).pdf
Terms extracted
Freight_Agreement_Interline_v3.pdf
Terms extracted
INV-88112_ProFasten.pdf
Checked vs contract — $2,140 over
Rebate_Schedule_Apex_2024.xlsx
Terms extracted
INV-88547_Interline.pdf
Checked vs contract — fuel surcharge within cap
scan_0034 (uniform svc agreement).pdf
Reading…
SharePoint /Contracts synced 12m ago · every term tracks against live spend
Every invoice is checked against contracted rates and rebates. Drift shows up as recoverable leakage the week it happens — not as a surprise at renewal.
Committed vs actual · trailing 12 mo
| Supplier | Annual | Vs contract |
|---|---|---|
| Interline Freight · Freight | $6.8M | $244K leakage |
| Apex Industrial Supply · MRO | $4.2M | $118K leakage |
| MetroFacility Services · Facilities | $2.1M | On track |
Internal compliance — right supplier, right contract
Memphis Plant bought from MidSouth Supply — contract is with Apex Industrial
$86K off-contractSoutheast DC bought from spot carriers — contract is with Interline Freight
$214K off-contract$412K purchased off-contract where an agreement exists · 4 more sites
AI normalizes items across entities and shows where the same part is bought well and where it isn't — across locations, sites, and portfolio companies.
1" brass ball valve · $8.42–$13.95 each
The moment data lands, agents get to work — categorizing, benchmarking, and flagging what changed. First findings arrive in hours, ranked and with the evidence attached.
Continuous monitoring across the portfolio
Invoice unit price 6.2% over contracted rate
Apex Industrial Supply · 3 invoices · $18.4K recoverable
Same valve bought at a 66% spread across 9 sites
Best price at the Tulsa Plant — $8.42 each
New LTL carrier overlaps an existing lane agreement
Suggest routing Southeast DC volume to the contracted carrier
Packaging right-spec at 104% of target
$310K realized YTD across two companies
AI-generated findings — each links to its evidence and carries a confidence rating.
Assign owners, set category and department targets, and monitor budget vs actual variance as forecasts update with realized savings.
Jul 24 – Jun 25
| Category | Actual | Budget | Variance | Forecast |
|---|---|---|---|---|
| Direct Materials | $24.6M | $25.1M | +$500K | $24.4M |
| Freight & Logistics | $18.5M | $18.9M | +$400K | $18.2M |
| MRO & Industrial | $12.2M | $12.0M | −$200K | $12.1M |
| Facilities Services | $9.4M | $9.6M | +$200K | $9.3M |
Everything a manual spend analysis gives you — automated, continuous, and tracked to impact.
| Automated Savings | Manual | |
|---|---|---|
| Speed of delivery | Hours | Weeks / Months |
| AI-generated analysis summaries | ||
| AI-recommended savings levers | ||
| Savings pipeline & P&L reconciliation | Spreadsheets | |
| Vendor consolidation & parent mapping | Line by line | |
| Category & department-level targets | Spreadsheets | |
| Cross-location price-variance detection |
What teams capture with Automated Savings
Connect your spend data and get a personalized opportunity map in hours — not weeks.