Enterprise operations teams in procurement, finance, and IT often face the daunting task of researching and consolidating information across a wide range of Basware entities—from Accounts and Companies to Purchase Orders, Contracts, Vendors, and more. Manually gathering this data is not only time-consuming, but also prone to errors and inconsistencies, which can delay business decisions and impact compliance.
The Search Basware Agent template for Tonkean solves these challenges by automating the entire research and insights process across all Basware entities. Below are real-world examples of how this template empowers operations professionals to orchestrate efficient, accurate, and scalable workflows:
Imagine a procurement manager needing a consolidated view of all purchase orders and related contracts for a specific vendor. Traditionally, this would require logging into Basware, running multiple reports, and manually correlating data. With Tonkean’s Search Basware Agent, the manager can simply submit a request via intake form or Slack. The agent automatically searches Basware, pulls relevant data from Purchase Order, Contract, and Vendor entities, and delivers actionable insights in minutes.
Vendor onboarding and risk assessment often require research across Company, Account, Tax Code, and Payment Term entities. Tonkean’s template orchestrates this process by integrating with Basware’s APIs, automating data collection, and presenting a unified report. This not only speeds up due diligence but also ensures compliance with internal policies and regulatory requirements. For more on vendor onboarding automation, see our Vendor Onboarding Use Case.
Finance teams frequently need up-to-date information on Cost Centers, Exchange Rates, and Payment Terms for budgeting and forecasting. The Search Basware Agent can be configured to run scheduled or on-demand queries, automatically aggregating data and pushing insights to dashboards or email. This reduces manual effort and improves the accuracy of financial planning. Learn more about process optimization with Tonkean.
Tracking the status of Purchase Requisitions and their associated lines is critical for procurement operations. Tonkean’s template enables teams to automate the tracking and reporting of requisitions, integrating with collaboration tools like Microsoft Teams or Slack for real-time notifications and status updates. This orchestration ensures stakeholders are always informed and bottlenecks are minimized.
Preparing for audits often means pulling historical data across multiple Basware entities. The Search Basware Agent can automate this process, ensuring data is consistently gathered, formatted, and delivered to auditors or compliance teams. This not only saves time but also reduces the risk of missing critical information. Explore more about ProcurementWorks for compliance automation.
Tonkean’s no-code platform brings together Basware with other enterprise tools such as Salesforce, Jira, DocuSign, and more, enabling seamless process orchestration. With features like intelligent request classification, AI-powered intake, and no-code process builder, operations teams can automate research, triage, and reporting workflows without writing a single line of code.
For enterprise operations professionals, the Search Basware Agent template is a game-changer—eliminating repetitive manual tasks, improving data accuracy, and accelerating business outcomes. Discover how you can transform your procurement and finance operations with Tonkean’s automation platform and explore more use cases in our solutions library.
