Crakd Procurement

Procurement & Expense Management

From PDF to Opera in seconds. AI-powered invoice extraction, configurable approval workflows, three-way PO matching, and real-time posting to Opera. No manual keying.

7-STEP WORKFLOW

How it works

Crakd Procurement takes an invoice from intake to Opera posting in seven clear steps. Each step provides visibility, control and a full audit trail.

1

Invoice Intake

Drop an invoice PDF into the system or configure an email inbox. The system polls your inbox automatically, pulls in invoices, and queues them for AI extraction. Zero manual intervention for email-based intake.

crakd.ai — Procurement
InvoicesApprovalsPO MatchSettings
Invoice Intake
📄
Drop invoice PDF here
or click to browse · PDF, PNG, JPG accepted
Email Inbox Monitor
3 invoices detected from accounts@supplier.com
Queued
1 invoice processed from invoices@ashworth-trading.co.uk
Extracted
2 invoices processed from accounts@greenfield-consulting.com
Extracted
2

AI Extraction

The PDF is converted to images and sent to a multi-modal AI engine. Supplier, dates, references, line items, VAT, and totals are extracted automatically. Each field gets a confidence score so you know exactly where to focus.

crakd.ai — Procurement
InvoicesApprovalsPO MatchSettings
AI Extraction — INV-2847
FieldExtracted ValueConfidence
SupplierAshworth Trading Ltd98%
Invoice No.INV-284799%
Date2026-03-1497%
Net Total£4,250.0096%
VAT£850.0095%
Gross Total£5,100.0098%
Supplier auto-matched to Opera — Ashworth Trading Ltd (ACC: ASH001)
3

Review & AI Training

Review extracted data in a split view. Correct anything the AI missed, then train the AI per supplier: map keywords to nominal codes, set default departments. Future invoices from that supplier extract accurately without review.

crakd.ai — Procurement
InvoicesApprovalsPO MatchSettings
Supplier AI Training — Ashworth Trading Ltd
⚙ Keyword → Nominal Mappings
cleaning Nominal 7200 Cleaning
supplies Nominal 7100 Sundries
maintenance Nominal 7300 Repairs & Mtce
Default Dept: Housekeeping
Auto-mode: ON
When auto-mode is on, future invoices from this supplier will be coded and posted without manual review.
4

Approval Workflow

Submit for approval and the workflow engine routes it automatically. Define trigger conditions by value, supplier, or reference. Set multi-level chains with approver types. Approvers get email links to approve or reject in one click.

crakd.ai — Procurement
InvoicesApprovalsPO MatchSettings
Approval Workflow — INV-2847
1
Trigger: Invoice £5,100 matches ‘Over £1,000’ rule
Multi-level approval required
2
Level 1: Head of Group (Operations) notified
Email sent 14 Mar 2026, 09:12
Approved via email in 4 minutes
J. Morrison · 14 Mar 2026, 09:16
3
Level 2: Head of Business notified
Email sent 14 Mar 2026, 09:16
Approved — invoice ready to post
S. Cartwright · 14 Mar 2026, 09:31
5

PO Matching

Invoices are matched to purchase orders automatically by PO number. Three-way matching: Purchase Order, Goods Received Note, and Invoice. Variances in quantity, price, or dates are flagged before posting.

crakd.ai — Procurement
InvoicesApprovalsPO MatchSettings
Three-Way PO Match — PO-00418 ↔ INV-2847
CheckPO ValueInvoiceStatus
Line 1 Qty100100✓ Match
Line 1 Price£42.50£42.50✓ Match
Line 2 Qty5048⚠ −2 units
Line 2 Price£18.00£19.50⚠ +£1.50
GRN ReceivedGRN-0412 · 12 Mar 2026✓ Confirmed
2 variances flagged — review required before posting
6

Post to Opera

Approved invoices post directly to the Opera database. GL codes, VAT routing, cost centres, and project codes are all set. No export files, no manual imports. Transactions appear in Opera's purchase ledger immediately.

crakd.ai — Procurement
InvoicesApprovalsPO MatchSettings
Post to Opera — INV-2847
Opera TableActionStatus
Purchase LedgerInvoice postedPosted ✓
Nominal LedgerGL codes allocatedPosted ✓
VAT ControlVAT routedPosted ✓
Cost CentresAllocated per linePosted ✓
ProjectsProject codes setTracked
Supplier BalanceUpdated+£5,100.00
All transactions posted successfully at 14 Mar 2026, 09:34 · Audit ref: CRK-PRC-28471
7

Full Procure-to-Pay

The full procure-to-pay cycle is covered. Raise requisitions that flow through approval before becoming purchase orders. Track deliveries and goods received. Monitor budgets in real time with threshold alerts.

crakd.ai — Procurement
InvoicesApprovalsPO MatchSettings
Procure-to-Pay Modules
  • Purchase Requisitions Active
  • Purchase Orders Active
  • Budget Tracking Real-time
  • Recurring Invoices & POs Active
  • Opera POP Sync Active
  • Dashboard & Metrics Active
142
POs This Month
£284k
Budget Remaining
98.2%
Auto-Extraction

Interested in procurement automation?

Book a demo and we will discuss how procurement and expense workflows can be streamlined alongside your Opera system.