Sectors · Financial services
Control 100% of your procurement in financial services
In financial services, the most sensitive spend covers professional services, IT and facilities. What escapes control: off-contract services, day rates that drift and inter-entity recharges. The challenge is traceability, from the contract through to the line paid.
The sector profile
- Sensitive spend
- Professional services, IT, facilities
- Typical exception
- Off-contract services, drifting day rates, inter-entity recharges
- Control angle
- Traceability and internal control
- Day rate: the price of one day of billed professional services.
The agents involved
Compliance
Every invoice checked against your agreements.
The contract says one thing. The invoice says another. Nobody has the time to check which.
The Compliance agentException
Invoices without a purchase order, multi-order invoices, duplicates: handled.
An exception is not a complicated invoice. It is three people, two emails and four days.
The Exception agentMatching
Purchase order, goods receipt and invoice matching, automated.
Three-way matching does not get stuck on clean invoices. It gets stuck on everything else.
The Matching agent
What this looks like in practice
Nothing is lost. Everything can be checked, everything can be proven.
- The contract clause and the invoice line, highlighted side by side.
- Every extracted value stays linked to the exact place in the document where it was read.
- The same case produces the same decision, today as in six months: the rules are applied deterministically.
- No discrepancy is set aside in silence. Anything that matches no rule is raised, with its reason.
- The agent records what it did, in the order it did it: who, what, how much, when.
Frequently asked questions
Is Zylio suited to procurement in financial services?
Yes. The typical scope of the sector is the following: Professional services, IT, facilities. The mechanism is the same as everywhere else: every invoiced line checked against what was negotiated, every discrepancy costed and traced to its source. No change of tool, no proprietary configuration.
Which agents should be activated first?
The one that matches your immediate priority. Most often: Compliance, because it directly costs what has been paid in error.
Does the data need to be perfectly clean?
No. The Capture agent is designed for heterogeneous documents and incomplete reference data; structuring is part of the deliverable.
How long before a first result?
The diagnostic produces a figure in three weeks, on your real data and a framed scope.
Measurable impact in every environment
More than 5 million procurement documents analysed
Between 1 and 7% of margin recovered
on the scope analysed
From 15 to 45% of time given back to teams, per FTE
depending on the scope and on data maturity
Zylio fits into your existing ecosystem.
The ERP runs the process. Zylio handles the exception and recovers the value that escapes it: invoices without a purchase order, line-by-line price discrepancies, duplicates and overbilling, off-contract spend.
Your data under high security.
Zylio meets the most demanding standards, and nothing is committed without your approval.
- Certifications
- Hosting
- Encryption
- Access
Three solutions for this environment
See what this looks like on your own data
Twenty minutes, on a spend category of your choosing. We show you what the agents detect, with the evidence behind it.
- No commitment, on your own data
- Result in 3 weeks
- 20 minutes, no sales pitch
- Your data stays hosted in France
- No change of tool or process