Terzo is an AI-powered financial intelligence platform designed to unlock and centralize critical financial and contract data that is typically siloed and unstructured across enterprise organizations. The platform automates the extraction and structuring of data from contracts, invoices, and purchase orders, creating a unified, AI-ready data layer. This enables organizations to gain rapid, accurate, and actionable insights into spend, compliance, and supplier performance. Terzo’s solution is tailored to business objectives through custom data models and combines proprietary AI with human-in-the-loop oversight to ensure high data accuracy. The platform supports cost optimization, procurement transformation, obligation tracking, and advanced spend analytics, helping organizations reduce redundant spend, improve compliance, and accelerate financial reporting. Terzo is designed for cross-departmental use, providing customizable dashboards, advanced filtering, and real-time analytics to empower finance, procurement, and legal teams to make faster, more informed decisions.

Key Features

AI-Powered Data Extraction and Structuring Automates extraction and structuring of financial and contract data.

• Processes contracts, invoices, and purchase orders
• Creates a unified, searchable data layer

Custom Data Models and Human-in-the-Loop QA Ensures data accuracy and relevance to business needs.

• Tailored data models for each organization
• Human oversight for 99%+ data accuracy

Spend Analytics and Cost Optimization Identifies savings and reduces redundant spend.

• Visualizes spend across suppliers and categories
• Uncovers hidden savings and tail spend

Obligation Tracking and Compliance Tracks contract terms and supplier obligations.

• Real-time compliance dashboards
• Automated renewal and obligation alerts

Advanced Reporting and Dashboards Provides actionable insights for decision-makers.

• Customizable analytics dashboards
• Advanced filtering and search capabilities

Procurement Transformation Centralizes intake, renewals, and vendor data.

• Streamlines procurement workflows
• Supports budgeting and forecasting

Benefits

Operational Efficiency Reduces manual work and accelerates access to insights.

• Automates data extraction and reporting
• Saves significant time for finance, procurement, and legal teams

Improved Financial Performance Enables better spend management and cost savings.

• Identifies wasted and redundant spend
• Supports smarter budgeting and forecasting

Enhanced Compliance and Risk Management Ensures visibility and control over contract obligations.

• Tracks compliance in real time
• Reduces risk of missed obligations and financial losses

Scalable and Customizable Adapts to complex enterprise environments.

• Configurable to specific business objectives
• Supports large-scale, multi-departmental operations