The AI Edge in Procurement
AI is changing the way organizations manage spend. The real question is how it will shape the decisions ahead. Watch the Pulse 2025 sessions to explore what’s next.
Session 1
Becoming a Frontier Firm: How Leaders Win the AI Shift
Join Chad Gaydos, CEO of Procurify, and Zia Mansoor, CVP, Cloud & AI Platforms of Microsoft as they open Pulse 2025 with a high-impact keynote on how AI-forward organizations are transforming business, adapting fast and winning.
With 20+ years of experience at the forefront of business and AI transformation at Microsoft, Zia Mansoor defines the Frontier Firm—the organizations who harness AI-powered insights and human–agent teams to accelerate value, raise productivity, and scale. Get the playbook, unlock faster execution through AI-powered spend management, and learn the traits that distinguish frontier leaders in this new era.
Zia Mansoor
CVP, Cloud & AI Platforms
Chad Gaydos
Chief Executive Officer
Session 2
AI Readiness in Finance: Hype, Hope or Here?
AI is reshaping how businesses operate at a corporate level and team level but adoption can often be a journey, not a switch, that varies across industries and teams.
In this panel, finance and IT leaders share how their organizations are adopting AI, where finance teams use it today (and where they do not), how they balance control and automation, and the milestones, metrics, and guardrails guiding their roadmaps for the next 12 months.
Key takeaways:
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Rollout playbook: assess readiness, choose first use cases, land early wins.
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Smart governance: guardrails that keep AI fast, safe, and compliant.
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Control vs. automation: when to let AI run and when humans stay in the loop.
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Avoidable pitfalls: common rollout mistakes and how to avoid them.
Alex Costa
Senior Vice President & Security Officer, IT
Elizabeth Parish
Director, Enterprise Vendor Management Office
Damon Norris
Vice President, Finance
Session 3
The Future of Spend: Big Wins & Bold Moves
Procurify’s product leaders showcase how Procurify is redefining spend management with AI today—plus a first look at what’s coming next. Learn the 2025 releases that are changing the game in the mid-market and get exclusive insight into what’s next for 2026.
In this session, you’ll learn:
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Procurify’s AI-Powered Spend Manifesto—the principles behind our roadmap and how they translate into measurable value for finance and procurement.
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2025’s Biggest AI Releases in Action—the capabilities you can experience now, with practical plays to maximize adoption and impact.
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A Product Sneak Peek—an exclusive look at what’s happening in Procurify’s innovation lab that pushes the edge of AI-powered spend management for the mid market.
Jonathan Su
Chief Product & Technology Officer
Ashok Ramamoorthy
Director, Solutions Consulting
On demand customer workshops
Ask your Customer Success Manager for access to these sessions.
Workshop 1
Spend Reporting & Data Insights
Go beyond standard dashboards. See how to use Procurify’s real-time reporting and Spend Analyst (AI) to ask plain-language questions, spot trends, and uncover bottlenecks (like delayed approvals and who’s causing them). Includes a quick walkthrough so every team can put insights to work fast.
You’ll learn how to:
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Pull high-value reports (vendor/department/time, budget vs. actuals, variance, approval-cycle analytics).
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Use AI to generate custom views, explain anomalies, and suggest next filters—no SQL.
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Identify where requests stall and set SLAs to cut delays.
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Build and share an exec dashboard that drives action
Workshop 2
Budget Configuration & Real-time Control
Stop rogue spend before it starts. Configure flexible budgets by department, project, or category—with date ranges and account codes—and apply real-time checks at request time to keep spend in bounds. We’ll also tackle adoption hurdles with a simple rollout plan.
You’ll learn how to:
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Model budget hierarchies and fiscal periods that match your org.
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Enable pre-approval controls (alerts, soft/hard stops, thresholds).
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Give requesters live budget visibility on web and mobile.
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Reallocate mid-cycle and track exceptions with a clear audit trail.
Workshop 3
Full AP Automation with Three-Way Matching
Design flexible, configurable approval workflows in Procurify—by vendor, amount, department, or category—and remove single-approver bottlenecks with delegation, parallel routing, and escalations. Mobile approvals and real-time status keep work moving without sacrificing control.
You’ll learn how to:
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Build flexible approval matrices with thresholds, conditional rules, and approvals routing.
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Eliminate points of failure with delegation, out-of-office backups, parallel routing, and timed escalations.
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Keep requests moving with secure mobile approvals and notifications.
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Gain visibility and improve performance using live routing status, SLAs, and an auditable trail.
Workshop 4
Maximizing Approval Workflow Efficiency
See how Procurify automates AP end-to-end: AI-driven capture to cut manual entry, resilient PO-invoice-receipt matching for price/quantity variances, transparent approvals, and coordinated vendor payments—reducing duplicates, audit risk, and cycle times.
You’ll learn how to:
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Use AI to minimize manual data entry and improve line-level accuracy.
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Resolve exceptions (price changes, partial receipts, mismatched quantities) with rules and tolerances.
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Shorten cycle times with real-time approval visibility and alerts.
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Strengthen compliance with enforceable 3-way controls and measure ROI
