5 New AI Tools: From purchase orders to pipeline
Written by Wilco Verdoold
Five newly submitted AI tools that promise to cover every invoice, deal and buyer, not just a sample.
Supplier invoices have long been checked by sample, because checking every line cost more than it saved. Zylio, the first tool below, puts the shift in its own pitch: from 5% of purchases checked to 100%. Its AI agents compare every invoice line with the negotiated contract, and once a machine can do that, the company argues, sampling has no justification left.
The other four recent submissions to RankmyAI make the same promise in their own corner of the business, from collecting invoices to filling the sales pipeline. What used to be skipped for lack of time is now the selling point: everything, not a sample. For the two sales tools, everything includes the people on the other side of the deal.
Those are the vendors' own descriptions. We have not tested these tools.
This is not a ranking. We pick the ones that stand out to us, which is a judgment call, not a measurement. The measured view, built on traffic, reviews and investment, is in our rankings of AI procurement management, AI financial management and AI sales automation tools.
The previous edition asked where the AI actually runs: From your laptop to your own servers.
Zylio
Zylio checks what a company pays its suppliers against what it negotiated. Its AI agents read contracts, price lists, purchase orders, delivery notes and invoices, then compare every invoice line with the agreed terms: a price a few cents above the contract, a volume discount that quietly stopped, a duplicate. Each discrepancy opens on its evidence, with the contract clause and the invoice line highlighted side by side and the calculation shown. It connects to ERPs including SAP, Sage, Oracle and NetSuite, and keeps its data in France.
Good for: Procurement, finance and accounts payable teams that want every supplier invoice checked against the contract.
Quick facts: France. Checking agents from €290 a month excluding VAT; a three-week diagnostic is paid as a share of what it recovers.
Booksmate
Booksmate handles the step before any checking: getting hold of every invoice. It watches connected inboxes and logs in to more than 500 supplier portals, from Amazon and Stripe to telecom and cloud providers, and downloads the invoices and receipts. OCR extracts the data, AI categorises the transaction, and the result goes to accounting tools such as Xero, QuickBooks, DATEV and sevDesk. Receipts can be sent as a photo over WhatsApp. The app runs on the user's own computer: portal logins and two-factor codes stay there, and the company says it never stores supplier passwords on its servers.
Good for: Small businesses and freelancers who spend hours each month downloading invoices for their accountant.
Quick facts: United Kingdom. 14-day free trial; paid from US$19 a month, billed annually.
Leni
Leni is built for real estate and private equity teams, and its pitch starts from a familiar problem: ten brokers send deals, and the analyst gets to two. Upload the offering memorandum, the rent roll and the last twelve months of operating figures, and Leni extracts the numbers and returns a first-pass underwriting model as an editable Excel workbook, with assumptions, cash flows and a debt schedule. It flags missing assumptions and figures that do not add up. Beyond underwriting, it drafts investment memos and market studies, and it connects to property systems such as Entrata, RealPage and AppFolio.
Good for: Real estate investment and asset management teams that see more deals than they can underwrite by hand.
Quick facts: Canada. Self-serve sign-up or a demo; pricing not published.
Nimitai
Nimitai works on the sales side, before and during the call. For founder-led and small B2B sales teams, its researcher agent turns a LinkedIn profile or CRM lead into a one-page brief on the person you are about to meet: what they care about, which objection is likely to come first, and a DISC read, a four-type personality profile. A preparation agent turns that into questions and a talk track built around the MEDDIC qualification checklist. A live co-pilot, still in early access, sends private prompts during Zoom, Meet or Teams calls. It takes the audio from your own computer instead of sending a bot into the meeting. “Your prospect sees a normal call,” the site says.
Good for: Founders and small B2B sales teams that run their own discovery calls.
Quick facts: India. US$149 per seat per month, month-to-month; no free trial, but a 14-day refund.
kōdlo
kōdlo puts the whole sales pipeline in one workspace, from finding accounts to the closed deal. Its agent builds an ideal customer profile with you, then looks for matching companies in public records, from press releases, patent filings and job postings to tender notices, Companies House and SEC filings. Every account becomes a cited brief, and every signal links to its source, so you can check that the fit is real. The same workspace drafts the outreach and keeps the pipeline up to date. Its privacy policy is clear on one point: for the people it researches, the customer is the data controller, responsible for having a lawful basis and for any notice the GDPR requires.
Good for: Small B2B sales teams that sell high-value deals and want research they can check.
Quick facts: Poland. 7-day free trial; paid from US$49 a month excluding VAT, US$199 for up to three seats.
Covering every invoice line is hard to argue with. Covering every buyer, personality read included, is a choice. When a tool promises everything, ask what “everything” includes.
