Onit Documentation

Spend Agent for Unity ELM

by Michael Nadeau Updated on

Onit's Spend Agent reviews vendor-submitted invoices against natural-language billing guidelines uploaded by customers. It reviews invoices instantly and provides detailed AI summaries so users can make well-informed decisions to approve or dispute them. Users can also choose to have the AI automatically approve or dispute invoices as they come in.

You can view the Spend Agent AI summary in the Information section of an invoice record:

You can also drill down into line-item flags by clicking the Invoice Flags tab and reviewing the Billing Guidelines details.

For more details, including how to enable Spend Agent and upload default billing guidelines, see Spend Agent User Guide for Unity ELM.

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Unity ELM End User Guides

Getting Started with Unity ELM 14
Financials in Unity ELM 1
Matters in Unity ELM 7
Invoices in Unity ELM 13
Accruals in Unity ELM 2
Vendors in Unity ELM 7
Budgets in Unity ELM 5
Calendar in Unity ELM 2
Tasks in Unity ELM 2
Timekeepers in Unity ELM 5
Reporting in Unity ELM 10
Admin Settings in Unity ELM 33
Bulk Actions Tool in Unity ELM 3
Rule Management in Unity ELM 4
Integrations & Add-Ons for Unity ELM 6
DaaS (Data as a Service) for Unity ELM 1

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