Configurable functionality
Fields, rules, workflows, dashboards and templates configured per customer, entity and industry, without custom code for most requirements.
Platform
One configurable platform for AP, Expense and Procurement, connected to the ERP that runs your finance.
Stream shares vendors, dimensions, approvals, dashboards and audit history across accounts payable, expense management and procurement. AI does the reading and predicting; finance keeps the rules; the ERP stays the system of record.
AP · Expense · ProcurementConfigurable per customer and industryAPI and integration capabilities
Deeply connected to the ERPs finance teams run
Platform overview
Four parts, one system
Each module is a full product on its own. Together they remove the handoffs between purchasing, employee spend and payables.
AP Automation
Capture, coding, duplicates, matching, approvals, posting, history.
Explore →Expense Management
Receipts, policy validation, coding, approvals, dashboards, posting.
Explore →Procurement
Requests, approvals, POs in the ERP, confirmations, receipts, matching.
Explore →ERP Integration
Master data in, validated transactions out, errors resolved in Stream.
Explore →AI and Stream Assistant
Extraction, prediction and conversational access to every record.
Explore →Analytics and visibility
Dashboards, bottlenecks, cycle time, integration status.
Explore →Capability map
Stream's strongest capabilities, each with its screen
Not a text list. Every capability links to the page where it is demonstrated in detail.
AI capture, header and line
Extraction with field-level confidence and click-to-highlight source.
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Vendor, GL and dimension prediction
Predicted from history, validated against the ERP, explainable.
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Duplicate detection
File-based, exact and fuzzy checks before approval.
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PO and non-PO, 2-way and 3-way matching
Tolerances, receipts from the ERP, discrepancy routing.
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Complex configurable approvals
Header and line rules by amount, department, entity, project, role.
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Approve anywhere
Email digests, mobile and desktop with full context.
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Expense management
Receipts, policy checks, coding and approvals in the same flow.
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Procurement lifecycle
Requests, POs, confirmations, receipts and matching, connected.
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Multi-entity, multi-currency, multilingual
Entity-specific rules, currencies and languages from one instance.
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Holds, recalls, deactivation
Pause, pull back, retire and reactivate without losing the trail.
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Complete audit history
Every action, change, approval and posting with identity and time.
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ERP integration and error resolution
Master-data sync, posting, retries and visible fixes.
See it in detail →AI and Stream Assistant
AI that shows its work, and an assistant that answers from your data
Stream's AI reads documents, identifies vendors, predicts coding and improves with your history. Stream Assistant gives everyone conversational access to invoice, PO, expense and approval information, within their permissions.
Stream Assistant
Conversational access to invoice, PO and expense information
Ask “where is the Harborline invoice?”, “what is waiting over $10k?”, “who approved this report?” or “explain the GL prediction on this line”. Answers cite the record, respect the user's entity and role permissions, and can trigger reminders or open the invoice.
- Natural-language questions across AP, expense and procurement
- Every answer cites the underlying record
- Actions such as reminders logged in the history
Explainable prediction
Vendor, GL account and dimension prediction with confidence
Every prediction shows a confidence and the reason: prior invoices, description keywords, PO context. Overrides feed back so accuracy improves. Low-confidence fields are flagged for a person; nothing posts without validation against the ERP.
- Field-level confidence
- Why-this-prediction explanations
- Human review on low confidence
Responsible AI: Stream's models are used to read documents and suggest values for your users to confirm. Customer data is not used to train models for other customers. See Security & Trust for data handling.
Approvals and controls
Complex approvals, simple for approvers
Rules live at header and line level and combine amount, department, entity, project, role, vendor status and line attributes. Approvers see one digest and act from anywhere.
Analytics and visibility
Real-time status, operational dashboards and bottleneck reporting
See where every invoice, expense and PO is, where time goes by stage and approver, and whether the ERP accepted each posting.
Operational analytics
Processing-time and bottleneck reporting
Cycle time by stage, median hours per approver, touchless rate, volume and value by month, exception aging. Export or schedule reports; feed Power BI or your warehouse.
- Cycle time by stage and approver
- Touchless rate and automation trends
- Scheduled and exportable reports
Integration status
Real-time invoice and integration-status visibility
Every invoice shows processing, approval, integration and payment status. The integration monitor shows master-data sync, postings, retries and errors with owners, so AP knows the state of the ERP without opening it.
- Integration retries and visible error resolution
- Master-data synchronization and validation
- Status on every record and on the dashboard
Configurable and open
Configured for your organization and industry, open to your systems
Custom fields, validation rules, workflows, tolerances, templates and integrations are configured per customer and per entity. Industry templates exist for healthcare, franchise, multi-location retail and construction.
API and integration capabilities
REST APIs for documents, invoices, POs, expenses, status and events; webhooks for downstream systems; pre-built ERP connectors; SSO via SAML/OIDC.
Multi-entity and multi-company
Entities map to ERP companies or legal entities with their own currencies, mailboxes, dimensions and approvals from one instance.
Multi-currency and multilingual
Capture in the invoice currency and language; post with ERP exchange rates.
Vendor portals and e-invoicing
Structured invoice intake and vendor status visibility (available on Growth and Enterprise plans).
Data and BI
Stream data available to Power BI and data platforms; scheduled exports.
Available today vs roadmap
What ships now and what is coming
We separate what customers run today from where the platform is going, so evaluations are based on current capability.
Available today
- AI header and line capture with confidence and highlighting
- Vendor, GL and dimension prediction
- File, exact and fuzzy duplicate detection
- PO and non-PO, 2-way and 3-way matching
- Header and line approval rules, one-off approvers, holds, recalls
- Email digests, mobile and desktop approval
- Expense Management with policy validation
- Procurement: requests, POs in the ERP, receipts, matching
- Multi-entity, multi-currency, multilingual
- Dashboards, bottleneck reporting, integration monitor
- Stream Assistant
- Integrations: D365 F&O, Business Central, NetSuite, Sage Intacct, QuickBooks, COINS
- REST API and webhooks
On the roadmap
- Expanded supplier portal and supplier self-service
- B2B payment execution partnerships
- Advanced spend analytics and forecasting
- Additional ERP connectors on request
Roadmap items are direction, not commitments. Ask us for the current release plan.
Next step
See the platform on your data
Bring invoices, an expense policy and a purchase. We will show the whole flow on a workflow that resembles yours.