Features
Automated CRM data entry from calls and emails
Deduplication and record standardization
Conversation intelligence and call scoring
AI-powered next-best-action recommendations
Real-time sales activity dashboards
Automated meeting notes and action items
Pipeline forecasting and health alerts
CRM integration with Salesforce and HubSpot
Automated invoice data extraction and GL coding
Duplicate invoice detection and overcharge alerts
Vendor benchmarking against peer pricing
Automated accrual bookings and reversals
Prepaid amortization automation
Custom approval workflows
Vendor renewal management with notifications
Billable expenses and streamlined invoice navigation
Spend visibility and savings recommendations
Anomalous spend activity alerts
Spend forecasts and budgeting
Mobile app for spend summaries and approvals
Unlimited users at no extra cost
