Industries

Configured for the way your industry buys, approves and posts.

Stream is used where invoice volume, entity structure, purchasing context and approval policy make manual AP expensive: multi-location businesses, franchises, healthcare groups, project-based companies and companies growing faster than their finance headcount. Industry templates shorten implementation; configuration makes it yours.

Industry templatesEntity-specific rulesERP-specific examples
Stream AP operations dashboard with invoices by stage, bottlenecks and exceptions
One view of every invoice in process, where it is stuck and who owns it, across all entities.

Industry demonstrations

What we show each industry

Each demonstration uses invoices, coding structures and approvals typical of the industry, on your ERP.

Multi-location, franchise and retail

High location counts, shared vendors and rapid unit growth make invoice volume scale faster than the AP team. Stream identifies vendors, codes to location and department automatically and routes approvals to operators without adding headcount.

  • Demo focus: Location-level coding, operator approvals from mobile, consolidated dashboards by region.
  • Health and fitness case study: 600 invoices a week, 96% vendor identification automation.
Read more →
Header and line-level GL account and dimension coding with AI predictions
AI-predicted GL accounts and dimensions at header and line level, validated against the ERP before posting.

Healthcare, MedSpa and clinics

Supplies, equipment, leases and services across many sites and entities, with clinical and administrative approvers. Stream keeps coding consistent across entities and gives clinic managers a simple approval experience.

  • Demo focus: Multi-entity capture, capital vs expense line rules, clinic-manager approvals by email.
  • MedSpa case study: 40+ to 300+ locations, 76% vendor identification and 70% GL automation.
Read more →
Entity configuration showing ERP company, currency, languages, mailboxes and dimensions per entity
Multi-entity, multi-currency and multilingual processing with entity-specific rules from one instance.

Construction and project-based businesses

Subcontractor and supplier invoices coded to jobs, phases and cost heads, matched to committed POs, approved by project managers and surveyors. Stream's COINS and D365 integrations carry job costing through to posting.

  • Demo focus: Job and cost-head coding, PO matching with partial receipts, project-manager approvals.
  • See the COINS integration for jobs, cost heads and purchase ledger posting.
Read more →
Three-way match panel showing PO, receipt and invoice lines with a price variance
Two-way and three-way matching with tolerances, receipts synced from the ERP and discrepancy routing to the buyer.

Multi-entity and regulated finance operations

Multiple legal entities, currencies, dimensions and approval thresholds are where generic tools break down. Stream is configured around the entity and control model, with audit history and integration monitoring auditors can read.

  • Demo focus: Entity-specific rules, dimension validation, threshold approvals, audit exports.
  • See how Stream maps to D365, Business Central, NetSuite and Sage Intacct structures.
Read more →
Complete invoice history with activity timeline, field change log, workflow users and integration references
Every action, field change, approval and posting on an invoice, with identity and timestamp.

Proof

Case studies from these environments

Anonymized engagements with the ERP named and the outcomes measured.

MedSpa and salons · Microsoft Dynamics 365

AI-first invoice automation supports rapid multi-location growth

An anonymized MedSpa organization used Stream and Dynamics 365 integration to scale invoice operations from 40+ to 300+ locations while increasing vendor and GL automation.

  • 40+ to 300+ locations
  • 76% vendor identification automation
  • 70% GL mapping automation
Read the full story →

Health and fitness · Microsoft Dynamics 365

A growing franchise processes more invoices without proportional staffing growth

An anonymized fitness business modernized AP with Stream, Dynamics 365, Power BI, and connected data workflows.

  • 600 invoices per week
  • 96% vendor identification automation
  • 77% GL mapping automation
Read the full story →

Next step

See an industry-specific demonstration

Tell us your industry and ERP. We will prepare invoices, coding and approvals that look like yours.

Product tourBook a demo