Onit Documentation

Spend Agent for Unity ELM

by Sigmarie Soto Updated on

Onit's Spend Agent reviews invoices submitted by vendors against natural language billing guidelines uploaded by customers. It instantly reviews invoices, providing detailed AI summaries to users, enabling them to create highly informed decisions on their approval or dispute of invoices, or allowing the user to choose for the AI to automatically approve or dispute invoices as they come in.

The Spend Agent AI summary can be viewed from the Information section of an invoice record:

Additionally, you can drill down into line item flags/issues by clicking on the Invoice Verification tab and viewing the Billing Guidelines details.

For more details on how to use Spend Agent in Unity, including how to enable this feature and upload default billing guidelines, click here.

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Unity ELM End User Guides

Getting Started with Unity ELM 5
Financials in Unity ELM 1
Matters in Unity ELM 5
Invoices in Unity ELM 7
Accruals in Unity ELM 2
Vendors in Unity ELM 7
Budgets in Unity ELM 1
Calendar in Unity ELM 2
Tasks in Unity ELM 2
Timekeepers in Unity ELM 4
Reporting in Unity ELM 4
Admin Settings in Unity ELM 22
Bulk Actions Tool in Unity ELM 3
Rule Management in Unity ELM 1
Integrations & Add-Ons for Unity ELM 5

Other Resources

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