Documentation
Technical Functional Specification
This document describes the functionalities of the Compri platform. It includes all the modules present in Compri, not only those purchased. For the modules included in this offer, please refer to the contract.
Last updated: 09/04/2026
1. Context and Objectives
Compri is a Procurement platform that automates purchasing processes through AI Agents: it manages orders, supplier qualification, tracks order confirmations, and handles technical documentation. It integrates with existing ERP systems and works alongside the procurement team without replacing their processes.
Notes: This document covers all modules present in Compri, not only those purchased. For the modules included in this offer, please refer to the contract.
2. Platform Architecture: 5 Modules
Compri is organized into 5 modules. Each module is overseen by a team of AI agents and contains multiple submodules, which represent the operational features actually used by users.
Intelligence Backbone is the core module: it is automatically activated once data integration is complete and forms the base upon which all others are built. The other 4 modules are modular and are activated according to the scope defined in the contract.
| Module | Type | What it does | Submodules |
|---|---|---|---|
| 1. Intelligence Backbone | CORE 7 agents | Reads spend, documents, and supplier data. Surfaces savings, anomalies, and risks before they impact P&L. It is the single source of truth, always up to date | Cowork · Documents · Analytics · Vendor Management · Price Intelligence · Insights · Budget |
| 2. Intake Orchestration | Modular 5 agents | Captures requests from any channel, classifies them, and routes them with all context to the correct buyer or team | Intake (PR) |
| 3. Smart Sourcing | Modular 6 agents | Suggests the best suppliers, manages RFQs, reminds those who don't respond, consolidates and compares offers | Request for X · Supplier Scouting · Contracts · Price lists |
| 4. Compliance Co-Pilot | Modular 4 agents | Qualifies suppliers, evaluates their risk, and keeps every certification and contract audit-ready | Onboarding · Compliance |
| 5. Supply Chain Automation | Modular 9 agents | Sends orders, reminds suppliers, checks order confirmations, notifies buyers, and updates the ERP | Order Management · Transport Docs · 3-way matching |
Info
🗓️ Submodules on roadmap.
Some submodules are scheduled for release: Transport Docs (Q4 '26), Supplier Scouting, Contracts, Price lists and 3-way matching (Q1 '27). They are described in this document and specifically noted in the relevant sections.
3. Module 1 — Intelligence Backbone (core)
A single, always-updated source of truth. From price movements to AI-identified savings, with traceable recommendations.
This module is powered by data synchronized from the ERP and information generated in the operational modules. The AI allows all data to be queried in natural language.
3.1 Cowork
Real-time activity feed of tasks, news, and risks, where people and agents work together. Cowork includes the Procurement AI Assistant, the always-on conversational interface users use to query data and have agents perform actions.
Operational feed and tasks
| Functionality |
|---|
| Operational home page with daily objectives: tasks generated by agents related to orders, insights, news, onboarding, and compliance, grouped by area and priority |
| Live activity counters: AI actions processed, overdue order lines, expiring documents, PRs pending approval, sent quotations, active compliance checks |
| Each task shows its source (order confirmation, notification, compliance survey, news) and is linked to the relevant entity for details in one click |
| Collaborative task management: assignment, acceptance, resolution, and archiving of completed tasks |
| Saved commands and suggested actions for frequently asked questions (e.g., orders arriving soon, suppliers with performance below threshold) |
Procurement AI Assistant
The assistant is available throughout the platform and understands the context of the page the user is on.
| Functionality |
|---|
| Procurement data queries via natural language (questions about orders, suppliers, prices) |
| Generation of insights and descriptive summaries on performance, price changes, anomalies |
| Support for negotiation preparation (supplier history brief, offer comparison) |
| Execution of operational tasks (supplier search, email drafting, document comparison) |
| Explainability of responses through links to original data and metrics |
| Context-awareness: the assistant understands the page and entity the user is working on (supplier, order, item, insight) and responds accurately with no manual explanations |
| Analysis of documents uploaded to the platform |
| Interactive charts in chat: automatic generation of charts (bar, line, pie, scatter) with drill-down by clicking on elements |
| Access to analyzed email history and order confirmations: search confirmations, check order status, recap per supplier in natural language |
| Direct actions from chat: create and update tasks, compose and send emails with preview UI and confirmation before sending |
| Editing insights from chat: the assistant re-verifies data, shows the updated calculation, and only modifies the insight after explicit user confirmation |
| Multilingual support: replies in the user's language for all actions, including suggested action buttons |
3.2 Documents
All supplier documents in one place, auto-classified by Compri agents, with deadline tracking.
| Functionality |
|---|
| List of all documents used in Compri |
| Access documents when needed without re-uploading from your computer |
| Document categorization by type |
| Management of document expiry dates with related alerts and reminders sent to suppliers |
| Documents collected through onboarding or compliance surveys are automatically saved in the supplier profile with categorization and generation of a home page task |
| Advanced OCR: accurately extracts from multi-page PDFs, including delivery notes in footers, correctly applied to all order lines |
3.3 Analytics
A constantly updated view of key procurement KPIs (spending, orders, OTD, In Full, cash flows).
| Functionality |
|---|
| "Ordered vs Delivered" dashboard with analysis of ordered and delivered quantities, including KPIs on delays, progress, and changes by category, buyer, and supplier |
| View of financial and quantitative volumes by category, commodity, buyer, and supplier, with drill-down capability to the individual order or document |
| Customizable time filters (date ranges, monthly, quarterly, annually) applicable to all analytical views |
| Summary supplier performance indicators (on-time delivery, deviations, non-conformities, disputes) |
| Data export in Excel, CSV, and PDF format for offline reporting |
| Integration with AI Assistant for generating descriptive insights, trend summaries, and natural language queries |
3.4 Vendor Management (and Vendor Rating)
Centralized vendor management with a rating built from history and performance, enriched by external data sources (D&B, Ecovadis, market news).
| Functionality |
|---|
| Vendor directory with centralized profile and record deduplication |
| Supplier map with geographic visualization and filtering by region |
| Supplier profile with legal data, contacts, categories, documents and certifications |
| Aggregated KPIs by supplier: total spend, on-time delivery, non-conformities, disputes |
| Vendor Rating based on customizable criteria and configurable weights (internal KPIs, external evaluations, documents) |
| Historical analysis and performance trends over selectable time intervals |
| Access to AI actions for performance summaries, alerts on rating declines, corrective suggestions |
| Notes on each vendor with event logs, modifications, notes organized by AI that reads the notes and extracts any alerts |
| Create a new supplier directly in Compri (name, VAT, address, currency, categories, payment terms) without going through the ERP |
| Supplier qualification status (qualified/unqualified): visible on list and profile, automatically updated on completion of onboarding |
| Management of supplier contacts in the dedicated profile, including adding, editing, and deleting |
| Indication of compliance status on supplier list with document status to verify if any certifications have expired |
| Ability to send alerts to suppliers when certifications are about to expire |
3.5 Price Intelligence (Items)
Tracking of price evolution for each category, supplier, and item, also compared to market benchmarks (e.g. raw materials).
| Functionality |
|---|
| Price trend analysis by commodity based on ordered and invoiced data |
| Drill-down on individual items or suppliers with corresponding price and volume trends |
| Reporting of inconsistent data (out-of-range values) with the possibility to correct them |
| Calculation of synthetic price trend index by category or commodity |
| Categories Module: for each product category, ordered/received/invoiced spend, ABC classification, PPV, number of lines and suppliers. Searchable, filterable, exportable with customizable columns |
| Commodity index integration for comparing purchase prices with market benchmarks |
| Collaborative notes on the item (e.g. "to renegotiate soon with supplier") with author and date, visible to the whole team |
| View of suppliers associated with each item to enable comparison and negotiation |
| Possible integration with Cribis, D&B or other external provider data, purchased separately by the customer |
3.6 Insights
Continuous AI scanning of managed spend, with savings opportunities turned into concrete, traceable recommendations.
| Functionality |
|---|
| Opportunities identified by AI constantly scanning spend data and documents |
| AI-driven suggestions based on best practices or specific engagement rules defined by clients |
| Centralization and monitoring of cost-saving initiatives with end-to-end tracking |
| Distinction between Estimated Savings and Captured Savings on every insight |
| Insight lifecycle with manageable states (e.g. to be evaluated, in progress, closed) and categorization by type (e.g. market alignment) |
| Feedback loop on insight usefulness with feedback history, to progressively improve recommendations |
| Contextual suggested actions on each insight: next steps, reason for relevance, method for estimating savings, risks and possible blockers |
| Centralized reporting |
| Collaborative notes to encourage buyer communication |
| AI News Agent: automatic weekly collection of relevant news for the client, personalized by market and sector, visible as tasks on the Home Page |
3.7 Budget
Resource allocation management by category and department, with spending and overrun tracking at a glance.
| Features |
|---|
| Budget definition by product category and by department/cost center |
| Real-time monitoring of actual vs. allocated spending, powered by order and invoice data |
| Instant visibility of overruns and categories at risk of exceeding their budget |
| Integration with the PR workflow to verify budget availability during purchase request phase |
4. Module 2 — Intake Orchestration
Converts requests into structured purchase requests, routed to the appropriate approvers.
4.1 Intake (RDA)
Conversational generation of purchase requests, with real-time status tracking and notification to relevant approvers.
| Features |
|---|
| Creation and management of purchase requests for products and services, with customizable fields |
| AI-guided assistance for accurate request creation: users describe their needs in a chat and the assistant automatically fills out the form |
| Step-by-step guided creation (Information, Chart, Summary) with structured fields: project, priority, currency (EUR, USD, GBP, CHF), description, notes, cost center, delivery location and custom details |
| Management of configurable approval workflows with differentiated logic |
| Real-time monitoring of the request’s iterative status (pending, approved, rejected, additional information requested), with tracking of steps and responsible parties |
| Activity log and request revision history, including changes, internal comments, and attachments |
| Approving officer’s notes during the approval or rejection process, visible on the PR card and in notification emails |
| Sequential approval emails: each level is notified only after the previous one has been confirmed |
5. Module 3 — Smart Sourcing
Manage sourcing events in one place to always choose the best offer.
5.1 Request for X — RFQ / Tenders
Centralized management of requests for quotes, real-time comparison of suppliers, and quote history to always choose the best option.
| Features |
|---|
| Create requests for quotes (RFQs) with financial and technical parameters |
| Step-by-step guided workflow: General, Items, Suppliers, Email Submission, Quotes |
| Single or bulk upload of items, coded and uncoded, to be included in the bid |
| Supplier invitations with AI-powered suggestions |
| Sending requests and collecting responses, all centralized within the system |
| Comparative offer analysis with objective criteria: side-by-side view of price, quantity, delivery date, line-item extras, and specification deviations for each supplier relative to the initial request |
| Automatic highlighting of the best bid per line item and export of the comparison |
| Addition of items not yet coded (name + description) during RFQ creation, without requiring the item to be present in the system |
5.2 Supplier Scouting (release Q1 '27)
| Features |
|---|
| Quick and efficient identification and scouting of suppliers for new collaboration opportunities, going beyond the limits of the existing supplier base |
| AI support allowing users to enter queries in natural language to describe exactly what they need |
| Compri queries a proprietary database that is constantly enriched through scraping of company websites and the integration of new market sources |
| Advanced search result filters (geographical area, certifications, technical capabilities) |
5.3 Contracts (release Q1 '27)
| Features |
|---|
| Smart dashboard for viewing and filtering contracts by operational status |
| Contract history with instant access to all past documents for each supplier |
| Ability to schedule specific actions on contracts (e.g., uploading new documents, sending reminders) |
| AI-powered content analysis with key clause analysis, suggestions for improvements or protection measures |
| Automatic generation of summaries highlighting expiration dates, notice periods (e.g., 60 days for termination), and projected costs |
5.4 Price lists (release Q1 '27)
| Features |
|---|
| Centralized management of supplier price lists with validity period and version control |
| Comparison between agreed price list and prices actually applied on orders and invoices, with evidence of discrepancies |
| Automatic feeding of Price Intelligence and Insights to monitor negotiated conditions |
6. Module 4 — Compliance Co-Pilot
Supplier qualification and certification control, collaboratively.
6.1 Onboarding
Centralize supplier qualifications in one place, with progress tracked collaboratively by the entire team.
| Features |
|---|
| Digital onboarding: supplier receives a link, fills out the questionnaire and uploads documents with no need to register on the platform |
| Quick onboarding setup: create a new onboarding process with the assigned manager, company name, email, business contact information, and VAT number |
| Configurable workflows by category: distinct workflows for direct, indirect, and critical suppliers, with differentiated sections and required fields |
| Reviewers by section: different managers per area (Quality, Environment, Finance) with Accept / With Reserve / Decline workflows |
| Scoring and Validity: scoring by area, overall check, and onboarding expiration date |
| Progress tracking: completion percentage per supplier, evidence of missing answers, and quick actions for invitations, reminders, and closure |
| Summary PDF output: downloadable document containing responses, evaluations, and approval logs |
| AI document scanning: automatic verification of uploaded documents’ validity (e.g., expired ISO certificate). Accept/Reject suggestions |
| Confidential documents (INT): internal area for audit reports and notes not shared with the supplier |
| Editing categories associated with the current onboarding process with automatic updates to questionnaire questions |
| Pre-loading of standard documents: recurring documents pre-loaded by default for each new onboarding (e.g., business registrations, DURC, ISO) |
| Configurable default reviewers for each section |
| Automatic link to the supplier directory upon completion: the system links the onboarding to the supplier master data via VAT number, marks it as qualified, and proposes creating the supplier record if it does not exist |
6.2 Compliance
Automation of supplier onboarding to collect information and manage certifications (e.g., ISO, DURC, CBAM, CSDDD).
| Features |
|---|
| Compliance dashboard: status of all suppliers with Valid / Expiring / Expired tags. Filters by category, document type, and buyer |
| Customized compliance workflows (co-design): questionnaires for quality certifications (ISO 9001, ISO 14001, IATF 16949), DURC, DUVRI, ESG, CBAM, CSDDD, and material certificates |
| Bulk Request Submission: Select multiple suppliers and send requests simultaneously with a link to the shared space |
| Pre-expiration warnings: configurable automatic alerts — 90, 60, 30, 15, and 7 days before expiration. Notifications sent to the responsible buyer and the supplier |
| AI-powered automatic follow-up: personalized reminder emails for missing or expired documentation, generated by AI. Tone becomes progressively more urgent |
| Contract deadlines: Monitoring with pre-renewal warnings to prevent uncontrolled automatic renewals |
| Integrated Vendor Rating: Compliance with document deadlines automatically updates the vendor rating |
| AI document verification: automatic validity checks (e.g., expired DURC, ISO with an outdated date) with an accept/reject recommendation |
| Collection via email: The supplier can respond to the email notification by attaching the documents. The AI automatically classifies them and updates the compliance status |
| Configurable compliance scoring for each workflow, with reports that can be generated and sent via email |
| One-click compliance reminder: Send a request to update expired or missing documents from the compliance list |
7. Module 5 — Supply Chain Automation
Every order under control, automatically: confirmations, reminders, and delays.
7.1 Order Management
Automation of order confirmations and reminders to suppliers, with full visibility into current orders, real-time status, and delays.
| Features |
|---|
| Order dashboard: tabular view with filters by buyer, supplier, status, and due date. Visual indicators for critical or delayed orders. Each order line shows the confirmation status (pending, received, discrepancy) |
| Header KPIs on the order view: total order lines, order amount, lines that are late, due soon, partially delivered, on time, and with a requested change |
| Intelligent Order Confirmation Reading (AI): AI reads supplier confirmation emails (PDF, Excel, plain text), extracts delivery dates, quantities, and prices, and automatically links them to the corresponding order line. Variance Management: If the confirmation differs from the order (date, quantity, price), the system flags the discrepancy and suggests a course of action |
| Multi-order summary notifications: When a supplier responds with a confirmation that affects multiple order lines and multiple orders, Compri generates a single task with line-by-line details of the variations (date, price, quantity) and suggested actions to approve or reject |
| Confirmation Compliance Rules (co-design): Compri verifies that the confirmation contains the minimum required information (to be configured: e.g., prices, dates, payment and delivery terms). If the confirmation is partial or informal (e.g., “yes, I accept” without details), the buyer must intervene. If complete, the order can be marked as “confirmed” with simplified validation. The AI also reads PDFs attached by suppliers (formal order confirmations, signed or generated by their ERP system). |
| Human validation: The buyer accepts, rejects, or counters the suggested change before it is recorded in the management system. No automatic changes are made without explicit approval |
| AI-powered automatic reminders: bulk selection of order lines and generation of personalized emails for each supplier. Not static templates, but AI-generated emails based on context (delay, urgency, history). Scheduling: reminders before the due date, on the due date, and after the due date with progressive escalation |
| Multi-level follow-up: configuration of reminder rules by order type, supplier, and criticality. Example: a polite reminder 7 days before the due date, a second reminder 3 days before the due date, and escalation to the manager 1 day after the delay |
| Emails sent from the platform: communications are sent from Compri with specific references to the order (purchase order number, line item, product, request date). The supplier replies to the same email, and the AI intercepts it |
| Email interaction without the platform: The buyer can reply directly to the supplier’s emails without opening Compri. The system reads the email thread and updates the actions page accordingly. If the response is sufficiently clear, the system interprets it and suggests the changes. This approach requires an initial period of trust-building: at first, the buyer approves actions on the platform; gradually, they can operate directly via email |
| Offline management: The buyer can bypass the email workflow if they already have an agreement with the supplier (via phone, WhatsApp, or in-person at the supplier’s location). In that case, they update the order status directly without going through back-and-forth emails. Purpose: to avoid rigidity when the negotiation has already taken place |
| Communication history: Every exchange with the supplier is linked to the order line. Complete traceability of who wrote what and when |
| ERP read synchronization: orders, line items, dates, quantities, and supplier master data are synchronized from the ERP system. Configurable periodic updates |
| ERP write synchronization: Confirmed delivery dates are automatically updated in the ERP system after the buyer’s confirmation. Compri is the operational master: actions take place in Compri, and the ERP is updated |
| Real-time KPIs: average days of delay, OTD (On-Time Delivery), OTIF (On-Time In-Full), reliability by supplier and by category. Historical trends |
| Management of partial confirmations and split deliveries: if the supplier confirms only a portion of the quantity or proposes split deliveries, the system manages separate line items with distinct dates and quantities |
| Order versioning: Any change involving price or quantity generates a new version of the order (V1, V2, V3...). A change to the date alone does not generate a new version. The version history is tracked and available for review |
| Critical order alerts: Configurable notifications for late orders, confirmations missing for more than N days, and price deviations exceeding a threshold |
7.2 Transport Docs (release Q4 '26)
| Features |
|---|
| AI-powered collection and analysis of transport documents (DDT and shipping documentation) sent by suppliers |
| Automatic reconciliation of shipped quantities with order lines and updating of delivery status |
| Archiving of transport documents in Documents with links to the order and supplier |
7.3 3-way matching (release Q1 '27)
| Features |
|---|
| Automatic reconciliation between the order, transport document/goods receipt, and supplier invoice |
| Highlighting discrepancies in price and quantity with recommended actions for the buyer or administrative department |
| Exception management with an approval workflow and full traceability |