Role-Based Programme
RB1364

AI for Procure-to-Pay Operations

Smarter Requisitions, Invoice Processing & Payment Controls

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Duration
4 Hours
Level
Awareness
Delivery
Instructor-Led
Format
Awareness Session

Programme Objectives

  • Understand how AI can support Procure-to-Pay Operations across requisitions, purchase orders, receipts, invoices, exceptions, and payment coordination.
  • Explore practical AI applications for analysing P2P transactions, identifying mismatches, reviewing supplier queries, and improving process efficiency.
  • Apply structured prompting techniques to create exception summaries, supplier communications, process checklists, and operational reports.
  • Use AI to improve productivity across invoice handling, PO follow-up, discrepancy resolution, documentation, and stakeholder coordination.
  • Recognise financial controls, supplier confidentiality, data quality, fraud risk, approval requirements, and human-review needs when using AI in Procure-to-Pay Operations.

Tools covered

Generative AI AssistantsPurchase Requisition AnalysisPurchase Order ReviewInvoice AnalysisThree-Way Match SupportException ManagementSupplier Query HandlingP2P ReportingAI-Powered Documentation & Productivity Tools

Who should attend

  • Procure-to-Pay Executives
  • Procure-to-Pay Managers
  • P2P Analysts
  • Procurement Operations Professionals
  • Accounts Payable Executives
  • Accounts Payable Managers
  • Purchase Order Coordinators
  • Invoice Processing Professionals
  • Procurement Executives
  • Shared Services Professionals
  • Vendor Helpdesk Professionals
  • Finance Operations Professionals
  • Supplier Coordination Professionals
  • Procurement Process Specialists
  • Procure-to-Pay Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of procurement, purchasing, or accounts-payable processes
  • Familiarity with purchase requisitions, purchase orders, goods receipts, invoices, or supplier queries is helpful
  • Basic analytical, numerical, and communication skills
  • No programming or technical AI knowledge required
  • No previous AI-tool experience required

TOC Modules

Concepts
  • Understanding Generative AI and its relevance to Procure-to-Pay Operations
  • Exploring AI applications across requisitions, purchase orders, invoices, exceptions, supplier queries, and reporting
  • Understanding the difference between AI assistance, ERP automation, workflow systems, and operational judgement
  • Recognising AI limitations, hallucinations, incorrect financial interpretations, and unsupported payment recommendations
Practical activities
  • Identifying high-value AI applications across a typical P2P workflow
  • Comparing a traditional P2P activity with an AI-assisted approach

Scenarios

Invoice Exception to Resolution Plan

Invoice + Purchase Order + Receipt → AI-Assisted Comparison → Mismatch Identification → Missing Information → Supplier / Internal Follow-Up → Resolution Plan

Participants use AI to analyse a sample invoice exception, identify mismatches and missing information, and prepare a structured resolution plan for operational review.

P2P Performance to Process Improvement Plan

P2P KPIs → AI-Assisted Analysis → Cycle-Time Gaps → Exception Trends → Process Bottlenecks → Priority Actions → Management Summary

Participants use AI to review sample Procure-to-Pay performance data, identify recurring operational issues, and prepare a concise improvement plan for procurement and finance stakeholders.

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