This feature is currently in beta and available only to select customers.
About Procurify's Spend Analyst
Spend Analyst is an intuitive, conversational chatbot designed to simplify how you explore your organization’s spend data. Instead of digging through dashboards or waiting on reports, you can now just ask — and get instant, actionable answers. Spend Analyst leverages natural language processing to understand your questions about your organization's spending and provides real-time insights, often presented visually with charts and graphs. Key features include:
Natural Language Questions: Ask questions using everyday language.
Context-Aware Follow-ups: The system remembers the context of your previous questions for seamless follow-up analysis.
Real-Time Data: Access insights based on data refreshed twice daily.
Visual-First Responses: Understand patterns and trends quickly with automatically generated charts and graphs.
How to Use:
Navigate to Spend Analyst: Locate and click on the "Spend Analyst" button on any card in Spend Insights.
Ask Your Question: Type your spend-related question in the chat interface. Be clear and concise.
Example: “How much did we spend with Vendor X last quarter?”
Review the Response: Spend Analyst will provide an answer, often including a visual representation of the data.
Follow Up (Optional): To explore further, ask follow-up questions related to the initial response.
Example: After asking about Vendor X, ask: “Which locations had the highest spend?”
Reset Context (When Necessary): If you want to ask a question on a completely new topic, click the "Reset" button.
Provide Feedback: Use the ✅ / ❌ icons to indicate if the response was helpful or not. Your feedback helps us improve Spend Analyst.
Best Practices:
Stick to One Topic at a Time: Ask focused questions for the most accurate results.
Utilize Contextual Awareness: Take advantage of follow-up questions to refine your analysis.
Stay Within Scope: Ensure your questions relate to the data you are currently viewing (e.g., AP-related questions in the AP tab).
Ask, Then Refine: Break down complex questions into simpler steps.
Troubleshooting:
Unexpected Results: Rephrase your question to be more specific and ensure it aligns with the data you are viewing.
No Response: Check your internet connection. If the problem persists, contact Procurify Support.
Irrelevant Visuals: Use the ❌ feedback button and explain why the visual was not helpful.
Q/A
Q/A
Q: How up-to-date is the data?
A:The data is refreshed twice daily.Q: Can Spend Analyst answer complex questions?
A:For best results, break down complex questions into smaller, focused queries using follow-up questions.Q: What if Spend Analyst gives an incorrect answer?
A:Please use the ❌ feedback button and provide details so our team can investigate.
FAQ
FAQ
What is Spend Analyst? An AI-powered chatbot that allows you to ask natural language questions to explore your spend data and receive instant, visual answers.
Is Spend Analyst free to use during the beta? Yes, there is no cost during the beta, but usage caps may apply when it reaches general availability.
How can I provide feedback? Use the ✅ / ❌ icons in the chat interface to rate the responses.
What does it mean that Spend Analyst is in beta? It means the feature is still under development, and we are actively collecting feedback to refine the experience. Your input is valuable in shaping the final product.