Label supplier transactions for margin tracking
Assign supplier costs to the right project, team, or product line automatically.
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.
Business impact
70%
Reduction in time spent mapping supplier transactions to margin dimensions
Visibility
Project-level margin visibility updated weekly or monthly
Visibility
Flexible labeling logic, even when tools like Pennylane don’t support it
Integrated with everything
Steps to get Started
Import
Import supplier invoices (PDF or structured format from Pennylane)
Connect
Connect your project database (Google Sheets, Notion, PostgreSQL, etc.)
Suggest
Phacet suggests analytical tags per invoice or line item, based on supplier, content, or business rules
Review
Review, adjust if needed, and export to Metabase or your reporting tool
Unlock your AI potential
Do more with your existing resources using tailored AI solutions.
