Terzo workflows

AI-Powered workflows for contracts & relationship management

Simplify contract and supplier management with AI workflows. Automate tasks, reduce risks, and make smarter, data-driven decisions effortlessly.

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AI contract & supplier management

  • AI-driven workflows

    AI-driven workflows

    Terzo’s AI uses NLP to streamline contract and supplier management, reducing manual tasks and spotting risks.

  • Unified platform

    Unified platform

    Terzo.ai connects contract and supplier management, uniquely bridging gaps unlike Ironclad or Coupa.

  • Intelligent automation

    Intelligent automation

    Automate contract drafting, reviews, and approvals to save time, reduce errors, and ensure compliance.

Automate manual processes with workflows

Eliminate manual tasks with Terzo.ai’s no-code automation. Build and customize workflows, automate approvals, and track KPIs without IT support.

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Boost Efficiency

Boost Efficiency

Let AI take care of repetitive tasks like data entry and document review, saving you countless hours of manual work.

Custom Workflows

Custom Workflows

Easily build, modify, and automate workflows that fit your unique needs—all without needing developer support.

Faster Turnaround Times

Faster Turnaround Times

With automated workflows, your contracts move quickly through intake, approval, and finalization, speeding up the entire process from start to finish.

Take control of spending and requests

Control spending with Terzo.ai's tools for visibility. Track compliance and manage requests to keep your budget aligned with business goals.

Rules engine

Set parameters for approvals and compliance with our rules engine. Automate decisions to align requests with financial goals.

  • Enforce Compliance

    Automatically reject non-compliant requests based on your pre-set rules.

  • Streamline Approvals

    Fast-track recurring spending or specific supplier requests with ease.

  • Eliminate Bottlenecks

    Automatically route requests to the right teams, faster workflows.

No-code workflows

Build no-code workflows to automate every part of your spending management—from contract creation to vendor onboarding.

  • Easily Configurable

    Tailor workflows to fit your company’s unique policies and processes.

  • Drag-and-Drop Simplicity

    Design workflows in minutes, making even the most complex tasks more manageable.

  • Immediate Results

    Deploy quickly, see instant results, and reduce errors.

No-code workflows

KPI tracking

Terzo.ai’s real-time KPI tracking lets you monitor your contracts, suppliers, and spending performance against your targets.

  • Track Supplier Performance

    Monitor vendor compliance and overall performance metrics against contract terms

  • Measure ROI

    Understand the impact of your spending and contracts on your overall business.

  • Real-Time Insights

    Access updates on contract milestones, supplier KPIs, and financial performance—all in one place.

KPI tracking

Streamline collaboration across departments

Terzo.ai simplifies collaboration for contract and supplier management by uniting procurement, legal, finance, and operations teams with AI tools.

Governance

Terzo.ai simplifies compliance with governance features that enforce policy controls, manage contract versions, and ensure stakeholders follow approved processes.

  • Audit Trails

    Ensure transparency with comprehensive records of changes, approvals, and decisions.

  • Version Control

    Keep in real-time updates and ensure all teams are working with the latest contract data.

  • Policy Adherence

    Automatically monitor compliance and ensure all departments adhere to the latest standards.

Renewal alerting and notifications

Never miss a deadline with Terzo.ai’s real-time alerts, keeping your teams informed on contract milestones.

  • Custom Alerts

    Set alerts for contract expiration, performance reviews, or spending limits.

  • Proactive Notifications

    Stay ahead of deadlines with notifications that alert you when tasks need attention.

  • Multi-Channel Alerts

    Get alerts through email, mobile, or directly within the platform to ensure everyone is informed.

Renewal alerting and notifications

Collaboration

Enhance collaboration with shared workspaces and real-time updates for stakeholders to access the latest information.

  • Shared Dashboards

    Give your teams a comprehensive single view of all data to improve collaboration and decision-making.

  • Real-Time Updates

    Work together on contracts and supplier management tasks without delays.

  • Centralized Communication

    Keep all discussions, decisions, and documents in one place, reducing confusion and silos.

Collaboration

Speed up intake and approvals

Terzo.ai speeds up intake and approvals with AI workflows that automate reviews and route decisions efficiently.

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  • Automated Approvals

    Automated Approvals

    Set up automatic workflows for contracts and purchases, significantly reducing time spent on routine reviews.

  • Faster Intake

    Faster Intake

    Automate data collection processes to efficiently streamline intake and greatly minimize tedious manual input.

  • Reduced Errors

    Reduced Errors

    Prevent human errors with consistent, automated processes that ensure accuracy in approvals and documentation.

AI workflows for contracts

  • Terzo.ai’s AI-powered platform automates key aspects of contract management, from intake and data extraction to approval workflows and renewals. By using no-code workflows, you can streamline tasks like contract reviews, regulatory compliance checks, and deadline notifications. This automation reduces manual effort, minimizes human errors, and accelerates the contract lifecycle, allowing teams to focus on strategic tasks.

  • Yes, Terzo.ai can seamlessly integrate with popular CRM, ERP and procurement systems to enhance contract and supplier management workflows and unify processes across departments. By connecting with your existing CRM, Terzo.ai ensures a seamless flow of information between sales, procurement, legal, and other teams. This integration allows for real-time data sharing, eliminates data silos, and enhances collaboration. It allows you to centralize data, track contract and supplier activities, and streamline processes, all while keeping your customer and supplier information up-to-date in real time.

  • Terzo.ai's workflow automation software helps improve supplier relationship management by providing automated tools for tracking supplier performance, compliance, logistics, and contract fulfillment. The platform gives you real-time insights into supplier KPIs, automates performance alerts, and allows you to manage supplier onboarding with no-code workflows. By centralizing all supplier data, Terzo.ai helps you build stronger, more efficient relationships with your suppliers.

  • Terzo.ai offers advanced contract risk management features that automatically detect potential risks in contract terms, deadlines, and compliance requirements. The platform also tracks supplier performance and flags any non-compliance or underperformance, helping you address issues proactively. Real-time risk alerts and automated audits ensure that you stay ahead of potential contract or supplier-related risks, protecting your business from costly liabilities.

  • Contract analytics refers to the use of advanced tools and algorithms to extract, analyze, and interpret key data from contracts. Terzo.ai leverages AI-driven contract analytics to help you gain a deeper understanding and valuable insights into contract performance, risks, and opportunities. With Terzo.ai's machine learning, you can automatically analyze contract terms, pricing, obligations, renewal dates, and compliance requirements, allowing you to:

    • Identify Risks: Spot potential risks in contract clauses and terms early, helping you mitigate issues before they arise.
    • Track Performance: Monitor contract fulfillment and supplier adherence to agreed-upon KPIs.
    • Optimize Negotiations: Use data-driven insights to improve contract negotiations, ensuring more favorable terms.
    • Streamline Decision-Making: Get real-time, actionable insights to make smarter, faster decisions regarding contract renewals, compliance, and cost management.

    By automating the contract analysis process with intelligence, Terzo.ai helps you unlock deeper insights, reduce manual efforts, and optimize your overall contract strategy.

  • Contract lifecycle management (CLM) refers to the process of managing a contract from its initial creation, through negotiation and the redline process, execution, renewal, and eventual expiration or termination. Terzo's AI contract management software streamlines the entire contract lifecycle by using AI-powered workflows that automate each stage, ensuring efficiency, compliance, and transparency.

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AI-Driven Insights

Customers prefer Terzo for its AI-driven insights, offering real-time data on supplier performance and contract risks—superior to Ironclad and Coupa in predictive analytics and visibility.

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