Examples: Automating Bill Entity Research & Insights with Tonkean

Enterprise operations professionals in procurement, finance, and IT face a common challenge: efficiently researching and consolidating data across a growing number of billing entities, such as invoices, customers, users, user roles, and vendors. Manual processes are time-consuming, error-prone, and often require switching between disparate systems. The Search Bill Agent template from Tonkean solves these challenges by orchestrating the entire research workflow, providing real-time insights and seamless integration across your existing tech stack.

Streamlining Invoice and Customer Research

Imagine a scenario where your finance team needs to quickly gather all outstanding invoices for a specific customer, along with their payment history and associated vendor details. Traditionally, this would require logging into multiple systems, exporting data, and manually compiling reports. With Tonkean's automation platform and the Search Bill Agent template, this process is fully automated:

• The agent connects to your billing system and relevant data sources using data source integrations.
• Users can initiate research requests via intake forms, Slack, or Microsoft Teams.
• The agent automatically searches for all Bill entities—such as invoices, customers, and vendors—matching the criteria.
• Tonkean consolidates the results into a single, easy-to-read report, delivered directly to the requester or routed to the appropriate team.

This not only saves hours of manual work but also ensures that your team always has access to the most up-to-date information, reducing the risk of errors and missed insights.

Enhancing Vendor and User Role Insights

Procurement and IT teams often need to audit vendor relationships or review user roles for compliance and security. The Search Bill Agent template leverages Tonkean's intelligent request classification and process optimization features to:

• Automatically identify and surface key vendor data, including contract status, payment terms, and recent activity.
• Provide detailed user and user role insights, helping IT teams manage access and ensure compliance.
• Integrate with existing tools such as Salesforce, Jira, and Okta for a unified view of all relevant entities.

By automating these research tasks, Tonkean empowers operations professionals to focus on strategic initiatives rather than repetitive data gathering.

Orchestrating Cross-Departmental Collaboration

Tonkean's no-code process builder allows you to customize the Search Bill Agent template to fit your organization's unique needs. For example:

• Configure automated notifications and approval cycles using approval cycles to keep stakeholders informed and engaged.
• Leverage AI-powered intake orchestration to intelligently route research requests to the right teams or systems.
• Track request status and outcomes with the request status tracker for full process transparency.

Tonkean brings together all the tools and data sources your teams rely on, eliminating silos and enabling seamless collaboration across departments.

Real-World Impact: Faster, More Accurate Billing Operations

Organizations using the Search Bill Agent template have reported significant improvements in efficiency and accuracy. By automating the research and insights process for all Bill entities, enterprises can:

• Reduce manual research time by up to 80%.
• Minimize errors and ensure data consistency across all billing operations.
• Accelerate decision-making with real-time, consolidated insights.
• Enhance compliance and audit readiness by maintaining a clear record of all research activities.

Ready to see how Tonkean can transform your billing operations? Get started today or explore more about Tonkean's automation platform and ProcurementWorks for enterprise teams.