Label supplier transactions for margin tracking
Assign supplier costs to the right project, team, or product line automatically.
Introduction
Finance teams and project leads struggle to track margins accurately because supplier invoices lack the necessary analytical tags. Manual mapping by project or cost center is slow, error-prone, and non-scalable.
Phacet automates supplier transaction labeling using intelligent matching and line-by-line categorization, enabling project-level margin analysis in real time with full traceability.
When to use this Phacet
Perfect for CFOs, financial controllers or operations leads who want to:
• Tag supplier costs by project, product, or business unit
• Split invoice lines across multiple analytical dimensions
• Automate margin tracking without changing their accounting stack
AI skills involved
Automatically classify rows, transactions or documents using predefined or dynamic categories. Label supplier payments, categorize expenses, tag revenue streams Phacet learns with just a few examples.
Review, correct and approve Phacet results manually and improve its intelligence over time. Users can intervene on any field or classification suggested by the AI. Every correction is stored as an example to refine Phacet’s behavior on similar documents and workflows.
→ Ideal for continuous learning loops and maintaining full control in production.
Normalize messy inputs across formats (dates, names, currencies, decimals…). Phacet helps enforce consistent formatting before any export or integration with your systems.
Automatically match rows across files, systems or formats: invoices vs. payments, contracts vs. invoices, bank lines vs. accounting entries. Phacet supports fuzzy logic, partial matches and multi-criteria rules.
Business impact
92% time saved
Automate the mapping of supplier transactions to projects, products, or cost centers.
Project-level margin visibility
Get accurate, up-to-date margin insights every week or month - without manual work.
Flexible labeling logic
Apply custom allocation rules even when your accounting tool doesn’t support them.
Integrated with everything
Steps to get Started
Import supplier invoices
Upload PDFs or connect structured exports from your accounting tool (e.g. Pennylane, SAGE).
Connect your project references
Link your project database (Google Sheets, Notion, PostgreSQL…) to provide the right allocation dimensions.
Automate labeling
Phacet suggests analytical tags per invoice or line item based on supplier, content, and your business rules.
Review & export
Validate or adjust tags if needed, then export structured data into Metabase or your reporting system for real-time margin visibility.
Unlock your AI potential
Do more with your existing resources using tailored AI solutions.
