01
The manual data entry problem
Every renewal cycle, SAM, ITAM, and procurement teams face the same grind:
- Pull up the master service agreement. Find the order form. Cross-reference the invoice.
- Check the expense report. Enter dates, costs, and terms into a spreadsheet or SAM tool.
- Repeat for dozens or hundreds of vendors. A missed date or incorrect billing period means overspend, missed negotiation windows, or auto-renewals at unfavorable terms.
This is not strategic work. It is data entry. Generic OCR tools miss context. Copy-paste from PDFs loses formatting. Every document type has a different structure, making templates useless.
02
Specialist AI agents per document type
StackIQ uses specialized AI extraction trained on common SaaS procurement documents: master service agreements, order forms, invoices, expense reports from platforms like Brex and Ramp, and procurement records. Each document type has its own structure, and the extraction handles that automatically.
The result: billing periods, renewal dates, costs, seat counts, and contract terms extracted without manual data entry. When confidence is low on any field, the system flags it for review rather than guessing. You get reliable data or a clear signal that human review is needed. Never silent errors.
03
Cross-source verification
Extracting data from a single document is useful. Cross-referencing across multiple sources is where real accuracy comes from.
A contract states annual billing but expense records show monthly charges. An order form lists a three-year term but the invoice shows a renewal date 12 months out. StackIQ flags both data points so your team can resolve the conflict before it becomes overspend.
Contracts get amended. Billing changes happen mid-term. Procurement records fall out of date. By triangulating across sources, StackIQ builds a verified picture of the actual financial relationship with each vendor, not just what one document says.