2. Upload monthly AP spend CSV
Map the file's columns to what the analyzer needs. Required fields must be mapped; Category/Subcategory are optional if your export already includes them.
Unmatched suppliers — review & categorize
Sorted by total dollar impact. Assigning a category/subcategory here adds the supplier to the crosswalk for every future upload.
Firm-level summary — this client, most recent month
Top suppliers by category / subcategory
Month-over-month movers
High-spend, unaddressed subcategories
Categories/subcategories with meaningful spend but no active or implemented initiative in this client's tracker — candidates for new initiative planning.
Realization vs. projected benefit
For each Implemented/Confirmed initiative, average monthly AP spend in its category/subcategory before vs. after the implementation date, compared to the projected benefit.