ERP
Connect your financial and operational core.
Connected for commercial execution
Your systems. Configured for your business.
One commercial platform at the center of your ERP, procurement, contract lifecycle, enterprise data warehouse, project and workflow systems.
Cantabrix
Your system of commercial execution
Agent-driven. Human-approved.
Procurement Systems
Connect buying, suppliers and spend.
Contract Lifecycle Management
Connect agreements, amendments and signatures.
Enterprise Data Warehouse
Bring governed enterprise data into the commercial picture.
Project Management
Connect project, relationship and delivery context.
Workflow
Keep teams, documents and review evidence connected.
Select a system to explore the connection. Configured for your business.
-
System-specific configuration.
Keep the systems your teams already use. We configure the connection around the source, accessible records and agreed workflow.
-
Client-specific scope.
Your environment, data model and commercial priorities determine the scope. Access, timing and integration fees are agreed up front.
-
Agent-driven commercial execution.
Give agents the evidence to prepare negotiations, manage approved work and help your team verify the result.
Keep your systems. Connect the vendor relationship.
One relationship. Every stage.
Connect the lifecycle. Not just the applications.
A system can support more than one stage. Cantabrix connects the relevant context—and the next action—across the relationship.
01 / Onboard
Start with a connected relationship.
Match the relationship across systems and make missing records visible before the first review.
Connected evidence
Vendor identities, entities, source agreements and approved assessment records.
Systems to discuss for this stage
Your controls stay in place.
Your team selects the systems, records and access that belong in the initial scope.
The result
A traceable starting point
02 / Contract & sign
Make the signed terms the starting point.
Connect the agreement family, preserve effective dates and surface the rights and deadlines that matter.
Connected evidence
Executed agreements, amendments, signature status and approved commercial terms.
Systems to discuss for this stage
Your controls stay in place.
A person approves the commercial position and the final agreement. Signatures and write-back are separately authorized.
The result
The terms, the source, the next decision
03 / Purchase & deliver
Compare commitments with what was agreed.
Bring the ordered scope and price into the vendor review. Investigate differences on a comparable basis.
Connected evidence
PO lines, quantities, rate cards and relevant site, project or milestone context.
Systems to discuss for this stage
Your controls stay in place.
Purchasing and fulfillment remain in the operating systems. Cantabrix is not a replacement order or warehouse application.
The result
Commercial context for each commitment
04 / Invoice & pay
See the cost—and the cash still ahead.
Connect billing evidence to agreed terms, investigate differences and support scoped disbursement views.
Connected evidence
Bills, invoice lines, credits, balances, payment status and remaining commitments.
Systems to discuss for this stage
Your controls stay in place.
Accounting and payment execution stay in your financial systems. Avoid double-counting invoices and related PO commitments.
The result
Billing evidence, not assumed savings
05 / Monitor & manage
Keep obligations connected to evidence.
Bring gaps, deadlines and supporting evidence into the next vendor review or negotiation.
Connected evidence
Commercial obligations, service records, assessment context and the people responsible.
Systems to discuss for this stage
Your controls stay in place.
Different types of risk remain distinct. Missing evidence is not a passing assessment or a proven breach.
The result
An issue with an owner and next step
06 / Negotiate, renew or exit
Turn the full relationship into a better agreement.
Prepare the case, manage the approved exchange and evaluate what the returned agreement gives—and takes away.
Connected evidence
Commercial history, spend, approved requests, vendor email and returned documents.
Systems to discuss for this stage
Your controls stay in place.
The human approves changed positions and the final agreement. An email is not acceptance, and a signed saving is not cash realized.
The result
Approved action. A result to verify.
Cantabrix across every stage
Unified Vendor Record · Ask AI · Decision Calendar · Negotiation Engine · Outcome Scorecard
Across your vendor lifecycle. Each integration is client-configured; records, access and authority are agreed during scoping.
Explore your enterprise environment
The systems you use. The context you need.
Find your systems and build a shortlist. We configure connections around the records and agent-driven workflows that matter to your business.
Configured for your business. Connect Cantabrix to the systems your teams already use. Each integration is configured around your environment, required information and approved workflows. Scope, timing and integration fees are agreed during onboarding. Product names and logos belong to their owners. No partnership is implied.
Showing 30 of 30 systems
ERP
ERP
Connect vendor cost, commitments and billing to agreed terms.
Vendors & entities · POs & bills · Credits & payments
Configured for your business
Explore connection
Configured for your business. We agree supported records, access, timing and integration fees during onboarding.
Information to connect
- Vendors & entities
- POs & bills
- Credits & payments
Where it fits
Onboard · Purchase & deliver · Invoice & pay · Monitor & manage · Negotiate, renew or exit
What we confirm with your team
Confirm enabled services, roles and records; map subsidiaries and vendor identities. Reconcile agreed totals and keep write-back separately authorized.
- Direction & authority
- Inbound evidence is scoped first. Outbound messages or system changes require separate authority.
- Refresh
- Agreed during scoping; no blanket real-time-sync promise.
- Setup
- Confirm API or file access, product edition, licensed permissions, mappings and the first useful scope.
- Integration fees
- Integration scope, timing and fees are agreed during onboarding.
This reference describes the source system. The implemented connection is configured and scoped for each client.
ERP
SAP S/4HANACarry entity-level financial context into one vendor view.
Supplier records · Purchasing lines · Payables context
Configured for your business
Explore connection
Configured for your business. We agree supported records, access, timing and integration fees during onboarding.
Information to connect
- Supplier records
- Purchasing lines
- Payables context
Where it fits
Onboard · Purchase & deliver · Invoice & pay · Monitor & manage · Negotiate, renew or exit
What we confirm with your team
Scope the deployment edition, business objects and approved interfaces. Preserve company-code, currency and unit-of-measure context.
- Direction & authority
- Inbound evidence is scoped first. Outbound messages or system changes require separate authority.
- Refresh
- Agreed during scoping; no blanket real-time-sync promise.
- Setup
- Confirm API or file access, product edition, licensed permissions, mappings and the first useful scope.
- Integration fees
- Integration scope, timing and fees are agreed during onboarding.
This reference describes the source system. The implemented connection is configured and scoped for each client.
ERP
Oracle Fusion Cloud ERPLink financial activity to the commercial commitments behind it.
Suppliers · Purchase orders · Invoices & payments
Configured for your business
Explore connection
Configured for your business. We agree supported records, access, timing and integration fees during onboarding.
Information to connect
- Suppliers
- Purchase orders
- Invoices & payments
Where it fits
Onboard · Purchase & deliver · Invoice & pay · Monitor & manage · Negotiate, renew or exit
What we confirm with your team
Agree business-unit access, procurement/payables objects and financial reconciliation rules before representing connected spend.
- Direction & authority
- Inbound evidence is scoped first. Outbound messages or system changes require separate authority.
- Refresh
- Agreed during scoping; no blanket real-time-sync promise.
- Setup
- Confirm API or file access, product edition, licensed permissions, mappings and the first useful scope.
- Integration fees
- Integration scope, timing and fees are agreed during onboarding.
This reference describes the source system. The implemented connection is configured and scoped for each client.
ERP
Microsoft Dynamics 365 FinanceConnect the vendor relationship across finance and operating entities.
Vendors · Financial dimensions · AP records
Configured for your business
Explore connection
Configured for your business. We agree supported records, access, timing and integration fees during onboarding.
Information to connect
- Vendors
- Financial dimensions
- AP records
Where it fits
Onboard · Purchase & deliver · Invoice & pay · Monitor & manage · Negotiate, renew or exit
What we confirm with your team
Confirm Finance and any Supply Chain Management scope, data entities, permissions and refresh approach. Product modules are not interchangeable.
- Direction & authority
- Inbound evidence is scoped first. Outbound messages or system changes require separate authority.
- Refresh
- Agreed during scoping; no blanket real-time-sync promise.
- Setup
- Confirm API or file access, product edition, licensed permissions, mappings and the first useful scope.
- Integration fees
- Integration scope, timing and fees are agreed during onboarding.
This reference describes the source system. The implemented connection is configured and scoped for each client.
ERP
Sage IntacctTurn accounting context into an evidence-backed vendor review.
Vendors · Purchasing records · Bills & credits
Configured for your business
Explore connection
Configured for your business. We agree supported records, access, timing and integration fees during onboarding.
Information to connect
- Vendors
- Purchasing records
- Bills & credits
Where it fits
Onboard · Purchase & deliver · Invoice & pay · Monitor & manage · Negotiate, renew or exit
What we confirm with your team
Confirm licensed integration access, entities and purchasing/AP relationships. Prevent duplicate inclusion of the same obligation.
- Direction & authority
- Inbound evidence is scoped first. Outbound messages or system changes require separate authority.
- Refresh
- Agreed during scoping; no blanket real-time-sync promise.
- Setup
- Confirm API or file access, product edition, licensed permissions, mappings and the first useful scope.
- Integration fees
- Integration scope, timing and fees are agreed during onboarding.
This reference describes the source system. The implemented connection is configured and scoped for each client.
Procurement Systems
Coupa
Procurement systemsSee what was ordered—and the commercial changes worth challenging.
PO headers & lines · Requisitions · Order changes
Configured for your business
Explore connection
Configured for your business. We agree supported records, access, timing and integration fees during onboarding.
Information to connect
- PO headers & lines
- Requisitions
- Order changes
Where it fits
Onboard · Purchase & deliver · Invoice & pay · Monitor & manage · Negotiate, renew or exit
What we confirm with your team
Confirm purchasing objects, line-level scope and access. Map changes to the relevant agreement, site and period.
- Direction & authority
- Inbound evidence is scoped first. Outbound messages or system changes require separate authority.
- Refresh
- Agreed during scoping; no blanket real-time-sync promise.
- Setup
- Confirm API or file access, product edition, licensed permissions, mappings and the first useful scope.
- Integration fees
- Integration scope, timing and fees are agreed during onboarding.
This reference describes the source system. The implemented connection is configured and scoped for each client.
Procurement systemsSAP AribaBring purchasing commitments into the full vendor relationship.
Supplier data · Purchase orders · Procurement records
Configured for your business
Explore connection
Configured for your business. We agree supported records, access, timing and integration fees during onboarding.
Information to connect
- Supplier data
- Purchase orders
- Procurement records
Where it fits
Onboard · Purchase & deliver · Invoice & pay · Monitor & manage · Negotiate, renew or exit
What we confirm with your team
Scope the Ariba solution, licensed interfaces and document flow. A procurement record does not replace the ERP ledger.
- Direction & authority
- Inbound evidence is scoped first. Outbound messages or system changes require separate authority.
- Refresh
- Agreed during scoping; no blanket real-time-sync promise.
- Setup
- Confirm API or file access, product edition, licensed permissions, mappings and the first useful scope.
- Integration fees
- Integration scope, timing and fees are agreed during onboarding.
This reference describes the source system. The implemented connection is configured and scoped for each client.
Procurement systems
Use billing evidence to investigate cost and verify benefits.
Bills · Credits · Payment status
Configured for your business
Explore connection
Configured for your business. We agree supported records, access, timing and integration fees during onboarding.
Information to connect
- Bills
- Credits
- Payment status
Where it fits
Invoice & pay · Monitor & manage · Negotiate, renew or exit
What we confirm with your team
Agree accessible AP records, permissions, identifiers and treatment of credits. Payment execution stays in your financial systems.
- Direction & authority
- Inbound evidence is scoped first. Outbound messages or system changes require separate authority.
- Refresh
- Agreed during scoping; no blanket real-time-sync promise.
- Setup
- Confirm API or file access, product edition, licensed permissions, mappings and the first useful scope.
- Integration fees
- Integration scope, timing and fees are agreed during onboarding.
This reference describes the source system. The implemented connection is configured and scoped for each client.
Procurement systems
Connect payable activity to the contracts and decisions behind it.
Supplier bills · Approval context · Payment status
Configured for your business
Explore connection
Configured for your business. We agree supported records, access, timing and integration fees during onboarding.
Information to connect
- Supplier bills
- Approval context
- Payment status
Where it fits
Onboard · Invoice & pay · Monitor & manage · Negotiate, renew or exit
What we confirm with your team
Confirm product/API scope and authorized records. Align payments, credits and remaining balances without claiming authority to pay.
- Direction & authority
- Inbound evidence is scoped first. Outbound messages or system changes require separate authority.
- Refresh
- Agreed during scoping; no blanket real-time-sync promise.
- Setup
- Confirm API or file access, product edition, licensed permissions, mappings and the first useful scope.
- Integration fees
- Integration scope, timing and fees are agreed during onboarding.
This reference describes the source system. The implemented connection is configured and scoped for each client.
Contract Lifecycle Management
Contract lifecycle management
Use your existing contract repository as commercial context.
Agreements · Amendments · Record metadata
Configured for your business
Explore connection
Configured for your business. We agree supported records, access, timing and integration fees during onboarding.
Information to connect
- Agreements
- Amendments
- Record metadata
Where it fits
Onboard · Contract & sign · Monitor & manage · Negotiate, renew or exit
What we confirm with your team
Scope Records versus Workflows, document access, metadata and any licensed exports. A repository connection does not authorize workflow changes.
- Direction & authority
- Inbound evidence is scoped first. Outbound messages or system changes require separate authority.
- Refresh
- Agreed during scoping; no blanket real-time-sync promise.
- Setup
- Confirm API or file access, product edition, licensed permissions, mappings and the first useful scope.
- Integration fees
- Integration scope, timing and fees are agreed during onboarding.
This reference describes the source system. The implemented connection is configured and scoped for each client.
Contract lifecycle management
Connect the governing agreement to the vendor economics.
Contract records · Obligations · Document relationships
Configured for your business
Explore connection
Configured for your business. We agree supported records, access, timing and integration fees during onboarding.
Information to connect
- Contract records
- Obligations
- Document relationships
Where it fits
Onboard · Contract & sign · Monitor & manage · Negotiate, renew or exit
What we confirm with your team
Confirm licensed API access, entity relationships and accessible versions. Preserve the applicable agreement, not simply the latest file.
- Direction & authority
- Inbound evidence is scoped first. Outbound messages or system changes require separate authority.
- Refresh
- Agreed during scoping; no blanket real-time-sync promise.
- Setup
- Confirm API or file access, product edition, licensed permissions, mappings and the first useful scope.
- Integration fees
- Integration scope, timing and fees are agreed during onboarding.
This reference describes the source system. The implemented connection is configured and scoped for each client.
Contract lifecycle management
Bring contract detail into the next commercial decision.
Contract documents · Amendments · Workflow context
Configured for your business
Explore connection
Configured for your business. We agree supported records, access, timing and integration fees during onboarding.
Information to connect
- Contract documents
- Amendments
- Workflow context
Where it fits
Onboard · Contract & sign · Monitor & manage · Negotiate, renew or exit
What we confirm with your team
Confirm the customer schema, document fields, permissions and any intended workflow handoff.
- Direction & authority
- Inbound evidence is scoped first. Outbound messages or system changes require separate authority.
- Refresh
- Agreed during scoping; no blanket real-time-sync promise.
- Setup
- Confirm API or file access, product edition, licensed permissions, mappings and the first useful scope.
- Integration fees
- Integration scope, timing and fees are agreed during onboarding.
This reference describes the source system. The implemented connection is configured and scoped for each client.
Contract lifecycle management
Bring the signed agreement back into the vendor relationship.
Executed agreements · Signature status · Completion events
Configured for your business
Explore connection
Configured for your business. We agree supported records, access, timing and integration fees during onboarding.
Information to connect
- Executed agreements
- Signature status
- Completion events
Where it fits
Contract & sign · Negotiate, renew or exit
What we confirm with your team
Confirm envelope access, completed-document retrieval and event handling. Completion status must be checked before a document becomes the signed baseline.
- Direction & authority
- Inbound evidence is scoped first. Outbound messages or system changes require separate authority.
- Refresh
- Agreed during scoping; no blanket real-time-sync promise.
- Setup
- Confirm API or file access, product edition, licensed permissions, mappings and the first useful scope.
- Integration fees
- Integration scope, timing and fees are agreed during onboarding.
This reference describes the source system. The implemented connection is configured and scoped for each client.
Contract lifecycle management
Adobe Acrobat SignKeep the approved outcome and the executed document connected.
Signed documents · Agreement status · Audit evidence
Configured for your business
Explore connection
Configured for your business. We agree supported records, access, timing and integration fees during onboarding.
Information to connect
- Signed documents
- Agreement status
- Audit evidence
Where it fits
Contract & sign · Negotiate, renew or exit
What we confirm with your team
Confirm agreement access, document retrieval and event permissions. Do not infer blanket signing authority.
- Direction & authority
- Inbound evidence is scoped first. Outbound messages or system changes require separate authority.
- Refresh
- Agreed during scoping; no blanket real-time-sync promise.
- Setup
- Confirm API or file access, product edition, licensed permissions, mappings and the first useful scope.
- Integration fees
- Integration scope, timing and fees are agreed during onboarding.
This reference describes the source system. The implemented connection is configured and scoped for each client.
Enterprise Data Warehouse
Enterprise data warehouse
Microsoft AzureUse enterprise data already organized in your Azure environment.
Approved tables and analytical views · Vendor and transaction datasets, where modeled · Source references and refresh timestamps
Configured for your business
Explore connection
Configured for your business. We agree supported records, access, timing and integration fees during onboarding.
Information to connect
- Approved tables and analytical views
- Vendor and transaction datasets, where modeled
- Source references and refresh timestamps
Where it fits
Onboard · Purchase & deliver · Invoice & pay · Monitor & manage · Negotiate, renew or exit
What we confirm with your team
Azure is a platform rather than a single warehouse product. Confirm the actual service, such as Azure Synapse Analytics, accessible datasets, network access and identity permissions. Match the source lineage before combining warehouse data with ERP records.
- Direction & authority
- Scope read access to approved tables, views or exports first. Any write-back requires separate approval.
- Refresh
- Agreed during scoping; the warehouse refresh and source lineage remain visible.
- Setup
- Confirm API or file access, product edition, licensed permissions, mappings and the first useful scope.
- Integration fees
- Integration scope, timing and fees are agreed during onboarding.
This reference describes the source system. The implemented connection is configured and scoped for each client.
Enterprise data warehouse
Amazon RedshiftBring your warehouse-held vendor and spend information into commercial decisions.
Approved warehouse tables and views · Vendor, PO and invoice datasets, where modeled · Financial dimensions and source lineage
Configured for your business
Explore connection
Configured for your business. We agree supported records, access, timing and integration fees during onboarding.
Information to connect
- Approved warehouse tables and views
- Vendor, PO and invoice datasets, where modeled
- Financial dimensions and source lineage
Where it fits
Onboard · Purchase & deliver · Invoice & pay · Monitor & manage · Negotiate, renew or exit
What we confirm with your team
Agree the Redshift endpoint, Data API or driver approach, access roles, schemas and approved queries. Confirm source-system lineage, refresh and reconciliation so loaded invoices or commitments are not counted twice.
- Direction & authority
- Scope read access to approved tables, views or exports first. Any write-back requires separate approval.
- Refresh
- Agreed during scoping; the warehouse refresh and source lineage remain visible.
- Setup
- Confirm API or file access, product edition, licensed permissions, mappings and the first useful scope.
- Integration fees
- Integration scope, timing and fees are agreed during onboarding.
This reference describes the source system. The implemented connection is configured and scoped for each client.
Enterprise data warehouse
Connect governed commercial datasets to your vendor workflows.
Approved tables and views · Vendor and spend datasets, where modeled · Shared data context and refresh information
Configured for your business
Explore connection
Configured for your business. We agree supported records, access, timing and integration fees during onboarding.
Information to connect
- Approved tables and views
- Vendor and spend datasets, where modeled
- Shared data context and refresh information
Where it fits
Onboard · Purchase & deliver · Invoice & pay · Monitor & manage · Negotiate, renew or exit
What we confirm with your team
Scope the Snowflake account, database, schemas, views and role permissions. Agree the approved connection method and refresh. Preserve underlying source references and reconcile records before combining datasets.
- Direction & authority
- Scope read access to approved tables, views or exports first. Any write-back requires separate approval.
- Refresh
- Agreed during scoping; the warehouse refresh and source lineage remain visible.
- Setup
- Confirm API or file access, product edition, licensed permissions, mappings and the first useful scope.
- Integration fees
- Integration scope, timing and fees are agreed during onboarding.
This reference describes the source system. The implemented connection is configured and scoped for each client.
Project Management
Project management
SalesforceBring ownership and operating context into a commercial decision.
Accounts & contacts · Custom objects · Relationship context
Configured for your business
Explore connection
Configured for your business. We agree supported records, access, timing and integration fees during onboarding.
Information to connect
- Accounts & contacts
- Custom objects
- Relationship context
Where it fits
Onboard · Purchase & deliver · Monitor & manage · Negotiate, renew or exit
What we confirm with your team
Map the customer’s actual standard and custom objects. Salesforce is not automatically the source of vendor invoices or accounting truth.
- Direction & authority
- Inbound evidence is scoped first. Outbound messages or system changes require separate authority.
- Refresh
- Agreed during scoping; no blanket real-time-sync promise.
- Setup
- Confirm API or file access, product edition, licensed permissions, mappings and the first useful scope.
- Integration fees
- Integration scope, timing and fees are agreed during onboarding.
This reference describes the source system. The implemented connection is configured and scoped for each client.
Project management
Connect the timing of the work to vendor commitments and cash needs.
Projects & sites · Milestones · Operating context
Configured for your business
Explore connection
Configured for your business. We agree supported records, access, timing and integration fees during onboarding.
Information to connect
- Projects & sites
- Milestones
- Operating context
Where it fits
Onboard · Purchase & deliver · Invoice & pay · Monitor & manage · Negotiate, renew or exit
What we confirm with your team
Agree the relevant project/site key, milestone definitions and available records. Forecast timing depends on usable operational evidence.
- Direction & authority
- Inbound evidence is scoped first. Outbound messages or system changes require separate authority.
- Refresh
- Agreed during scoping; no blanket real-time-sync promise.
- Setup
- Confirm API or file access, product edition, licensed permissions, mappings and the first useful scope.
- Integration fees
- Integration scope, timing and fees are agreed during onboarding.
This reference describes the source system. The implemented connection is configured and scoped for each client.
Project management
Use service evidence when evaluating commitments and negotiating terms.
Service issues · Remediation status · Review evidence
Configured for your business
Explore connection
Configured for your business. We agree supported records, access, timing and integration fees during onboarding.
Information to connect
- Service issues
- Remediation status
- Review evidence
Where it fits
Onboard · Purchase & deliver · Monitor & manage · Negotiate, renew or exit
What we confirm with your team
Agree application/table scope, vendor mapping and observed-service measures. An incident alone does not establish a contractual breach or credit.
- Direction & authority
- Inbound evidence is scoped first. Outbound messages or system changes require separate authority.
- Refresh
- Agreed during scoping; no blanket real-time-sync promise.
- Setup
- Confirm API or file access, product edition, licensed permissions, mappings and the first useful scope.
- Integration fees
- Integration scope, timing and fees are agreed during onboarding.
This reference describes the source system. The implemented connection is configured and scoped for each client.
Workflow
Workflow
Microsoft OutlookLet the agent manage the approved vendor exchange and track the response.
Approved mail threads · Attachments · Reply context
Configured for your business
Explore connection
Configured for your business. We agree supported records, access, timing and integration fees during onboarding.
Information to connect
- Approved mail threads
- Attachments
- Reply context
Where it fits
Contract & sign · Monitor & manage · Negotiate, renew or exit
What we confirm with your team
Agree mailbox access, sender identity, thread handling and send permissions. Read access and authority to send are separate. Human approval governs commercial positions.
- Direction & authority
- Inbound evidence is scoped first. Outbound messages or system changes require separate authority.
- Refresh
- Agreed during scoping; no blanket real-time-sync promise.
- Setup
- Confirm API or file access, product edition, licensed permissions, mappings and the first useful scope.
- Integration fees
- Integration scope, timing and fees are agreed during onboarding.
This reference describes the source system. The implemented connection is configured and scoped for each client.
Workflow
GmailKeep the negotiation exchange connected to its documents and decisions.
Authorized threads · Proposal attachments · Vendor replies
Configured for your business
Explore connection
Configured for your business. We agree supported records, access, timing and integration fees during onboarding.
Information to connect
- Authorized threads
- Proposal attachments
- Vendor replies
Where it fits
Contract & sign · Monitor & manage · Negotiate, renew or exit
What we confirm with your team
Agree mailbox scopes, sender authority and attachment handling. The agent cannot independently accept changed commercial commitments.
- Direction & authority
- Inbound evidence is scoped first. Outbound messages or system changes require separate authority.
- Refresh
- Agreed during scoping; no blanket real-time-sync promise.
- Setup
- Confirm API or file access, product edition, licensed permissions, mappings and the first useful scope.
- Integration fees
- Integration scope, timing and fees are agreed during onboarding.
This reference describes the source system. The implemented connection is configured and scoped for each client.
Workflow
Microsoft TeamsBring the right person into a vendor decision before the deadline.
Internal notifications · Approval requests · Decision links
Configured for your business
Explore connection
Configured for your business. We agree supported records, access, timing and integration fees during onboarding.
Information to connect
- Internal notifications
- Approval requests
- Decision links
Where it fits
Onboard · Contract & sign · Monitor & manage · Negotiate, renew or exit
What we confirm with your team
Confirm the notification/approval design and approved channels. An alert or message is not itself a recorded commercial approval.
- Direction & authority
- Inbound evidence is scoped first. Outbound messages or system changes require separate authority.
- Refresh
- Agreed during scoping; no blanket real-time-sync promise.
- Setup
- Confirm API or file access, product edition, licensed permissions, mappings and the first useful scope.
- Integration fees
- Integration scope, timing and fees are agreed during onboarding.
This reference describes the source system. The implemented connection is configured and scoped for each client.
Workflow
Keep internal ownership visible while the agent carries the work forward.
Team notifications · Decision links · Internal follow-up
Configured for your business
Explore connection
Configured for your business. We agree supported records, access, timing and integration fees during onboarding.
Information to connect
- Team notifications
- Decision links
- Internal follow-up
Where it fits
Onboard · Contract & sign · Monitor & manage · Negotiate, renew or exit
What we confirm with your team
Agree workspace, channels, bot permissions and the system that records final approval. Never treat a casual message as blanket authority.
- Direction & authority
- Inbound evidence is scoped first. Outbound messages or system changes require separate authority.
- Refresh
- Agreed during scoping; no blanket real-time-sync promise.
- Setup
- Confirm API or file access, product edition, licensed permissions, mappings and the first useful scope.
- Integration fees
- Integration scope, timing and fees are agreed during onboarding.
This reference describes the source system. The implemented connection is configured and scoped for each client.
Workflow
Microsoft SharePointUse the commercial documents your teams already maintain.
Document libraries · Agreement families · Versions
Configured for your business
Explore connection
Configured for your business. We agree supported records, access, timing and integration fees during onboarding.
Information to connect
- Document libraries
- Agreement families
- Versions
Where it fits
Onboard · Contract & sign · Purchase & deliver · Invoice & pay · Monitor & manage · Negotiate, renew or exit
What we confirm with your team
Select approved libraries, file types and permissions. Keep versions and source locations traceable; do not scan every workspace by default.
- Direction & authority
- Inbound evidence is scoped first. Outbound messages or system changes require separate authority.
- Refresh
- Agreed during scoping; no blanket real-time-sync promise.
- Setup
- Confirm API or file access, product edition, licensed permissions, mappings and the first useful scope.
- Integration fees
- Integration scope, timing and fees are agreed during onboarding.
This reference describes the source system. The implemented connection is configured and scoped for each client.
Workflow
Microsoft OneDriveBring relevant files into the vendor record without a repository rebuild.
Approved files · Pricing schedules · Revised proposals
Configured for your business
Explore connection
Configured for your business. We agree supported records, access, timing and integration fees during onboarding.
Information to connect
- Approved files
- Pricing schedules
- Revised proposals
Where it fits
Onboard · Contract & sign · Purchase & deliver · Invoice & pay · Monitor & manage · Negotiate, renew or exit
What we confirm with your team
Agree selected folders, access ownership and the boundary between private files and approved commercial content.
- Direction & authority
- Inbound evidence is scoped first. Outbound messages or system changes require separate authority.
- Refresh
- Agreed during scoping; no blanket real-time-sync promise.
- Setup
- Confirm API or file access, product edition, licensed permissions, mappings and the first useful scope.
- Integration fees
- Integration scope, timing and fees are agreed during onboarding.
This reference describes the source system. The implemented connection is configured and scoped for each client.
Workflow
Google DriveConnect agreements and commercial evidence from approved folders.
Contracts & SOWs · PO/invoice files · Document versions
Configured for your business
Explore connection
Configured for your business. We agree supported records, access, timing and integration fees during onboarding.
Information to connect
- Contracts & SOWs
- PO/invoice files
- Document versions
Where it fits
Onboard · Contract & sign · Purchase & deliver · Invoice & pay · Monitor & manage · Negotiate, renew or exit
What we confirm with your team
Scope drives/folders, file access and revision handling. File access is not equivalent to a financial-system sync.
- Direction & authority
- Inbound evidence is scoped first. Outbound messages or system changes require separate authority.
- Refresh
- Agreed during scoping; no blanket real-time-sync promise.
- Setup
- Confirm API or file access, product edition, licensed permissions, mappings and the first useful scope.
- Integration fees
- Integration scope, timing and fees are agreed during onboarding.
This reference describes the source system. The implemented connection is configured and scoped for each client.
Workflow
Keep the source document close to each commercial finding.
Commercial files · Versions · File metadata
Configured for your business
Explore connection
Configured for your business. We agree supported records, access, timing and integration fees during onboarding.
Information to connect
- Commercial files
- Versions
- File metadata
Where it fits
Onboard · Contract & sign · Purchase & deliver · Invoice & pay · Monitor & manage · Negotiate, renew or exit
What we confirm with your team
Confirm approved enterprise content, access controls and retained source references.
- Direction & authority
- Inbound evidence is scoped first. Outbound messages or system changes require separate authority.
- Refresh
- Agreed during scoping; no blanket real-time-sync promise.
- Setup
- Confirm API or file access, product edition, licensed permissions, mappings and the first useful scope.
- Integration fees
- Integration scope, timing and fees are agreed during onboarding.
This reference describes the source system. The implemented connection is configured and scoped for each client.
Workflow
Bring security-review context into the commercial vendor conversation.
Selected assessments · Risk evidence · Review context
Configured for your business
Explore connection
Configured for your business. We agree supported records, access, timing and integration fees during onboarding.
Information to connect
- Selected assessments
- Risk evidence
- Review context
Where it fits
Onboard · Monitor & manage · Negotiate, renew or exit
What we confirm with your team
Validate accessible third-party-risk data and licensed interfaces. Keep Vanta’s assessment distinct from Cantabrix commercial analysis.
- Direction & authority
- Inbound evidence is scoped first. Outbound messages or system changes require separate authority.
- Refresh
- Agreed during scoping; no blanket real-time-sync promise.
- Setup
- Confirm API or file access, product edition, licensed permissions, mappings and the first useful scope.
- Integration fees
- Integration scope, timing and fees are agreed during onboarding.
This reference describes the source system. The implemented connection is configured and scoped for each client.
Workflow
Bring relevant sustainability evidence into supplier reviews.
Assessment results · Review periods · Sustainability context
Configured for your business
Explore connection
Configured for your business. We agree supported records, access, timing and integration fees during onboarding.
Information to connect
- Assessment results
- Review periods
- Sustainability context
Where it fits
Onboard · Monitor & manage · Negotiate, renew or exit
What we confirm with your team
Confirm access rights, vendor/entity matching and assessment dates. Do not combine unlike ratings into an invented universal risk score.
- Direction & authority
- Inbound evidence is scoped first. Outbound messages or system changes require separate authority.
- Refresh
- Agreed during scoping; no blanket real-time-sync promise.
- Setup
- Confirm API or file access, product edition, licensed permissions, mappings and the first useful scope.
- Integration fees
- Integration scope, timing and fees are agreed during onboarding.
This reference describes the source system. The implemented connection is configured and scoped for each client.
Don’t see your system? Start with the business records you need, not the logo.
Book a demoFollow the value, not just the data
From the agreement you signed to the savings you can verify.
A linen-category negotiation shows how information and approved work can move through the relationship.
01 / EVIDENCE
Find the opportunity
The spend is fragmented. The opportunity should not be.
Bring the supplier agreements and AP spend into one linen-category view. Compare scope, rates, termination rights and upcoming increases before selecting an action.
The business decision
Which vendor relationships deserve a coordinated review?
Evidence → action → outcome
- Applicable agreement and amendment
- Comparable category, unit and service scope
- Invoices / spend period
Source systems
A source-backed consolidation and negotiation case.
02 / TIMING
Choose when to act
The contractual cutoff is not a reminder date.
Connect the governing language to the Decision Calendar. Keep notice cutoffs, program expiry and agreement end dates separate, then assign a responsible person.
The business decision
What must happen, by when, and what closes if we wait?
Evidence → action → outcome
- Source clause and governing version
- Actual contractual action-by date
- Separate internal preparation date
Source systems
A decision with a consequence, owner and next step.
03 / HUMAN-APPROVED ACTION
Manage the exchange
The agent handles the exchange. You keep the decisions.
A person approves the negotiating position. The agent manages authorized email, tracks replies and reviews attached proposals. New commercial recommendations return to the person.
The business decision
Is the next commercial position approved?
Evidence → action → outcome
- Human-approved position
- Authorized vendor email thread
- Tracked response and attachments
Source systems
Less chasing and redrafting, with a clear approval boundary.
04 / RETURNED-CONTRACT REVIEW
Evaluate the return
A lower rate can still conceal a worse agreement.
Compare the returned document with the signed baseline and approved asks. The Outcome Scorecard shows achieved requests, unresolved items and any new commitment or condition.
The business decision
Approve, clarify, or send back a new position?
Evidence → action → outcome
- Original signed baseline
- Approved negotiating requests
- Returned proposal—not yet signed
Source systems
What improved. What did not. What changed elsewhere.
05 / EXECUTED TERMS
Preserve the outcome
Keep what was signed—not just what was discussed.
After human approval and the signing workflow, connect the executed document to the vendor record. Preserve its effective date, affected scope and prior commercial history.
The business decision
Does the executed document reflect the approved terms?
Evidence → action → outcome
- Executed agreement and status
- Applicable scope and effective date
- Prior terms retained in history
Source systems
A clear new baseline for future decisions.
06 / FINANCIAL EVIDENCE
Verify the benefit
The negotiated result meets the next invoice.
Review subsequent invoices, credits and payment records against the relevant signed terms and a comparable baseline. Separate recurring savings, one-time recoveries and timing changes.
The business decision
Is the benefit supported by financial evidence?
Evidence → action → outcome
- New signed terms / agreed baseline
- Subsequent invoices and credits
- Comparable scope, quantities and period
Source systems
A defensible result—not a projected saving counted twice.
A focused path to a useful first result
Enable agent-driven execution. Keep your enterprise systems.
Start with the vendors, decisions and sources that matter most. Agree the scope before expanding the connections.
- 01
Choose the commercial priority.
Define the initial vendor group, spend period and decisions. Start with a question worth answering—not an unrestricted data collection exercise.
- 02
Agree access and the data flow.
Identify source owners, available APIs or files, permissions and refresh. Separate reading data from sending messages or writing back.
- 03
Match and reconcile the records.
Connect vendor identities, entities, agreements and transactions. Confirm the financial baseline; surface missing or conflicting information.
- 04
Put the first findings to work.
Review the evidence, build the Decision Calendar and assign the next action. Measure coverage and progress before extending the scope.
Connected does not mean uncontrolled.
Your CLM keeps the agreements. Your ERP keeps the ledger. Your team approves commercial decisions. Reading a record does not authorize a message, a write-back, a signature or a payment.
Questions before you connect
A clear scope. No surprises.
Do we need to replace our CLM or ERP?
No. Cantabrix uses relevant records from your existing systems. It connects the commercial picture and approved work; accounting, payment execution and your existing contracting controls stay in their systems.
Are these prebuilt connectors or configured integrations?
Each integration is configured for your business, not picked from a catalogue of prebuilt connectors. Tell us which systems you use; we agree accessible records, permissions, scope, timing and separate integration fees during onboarding.
Are purchase orders and invoices separate integrations?
They are record types. They may come from your ERP, a procurement platform, an AP application or an approved file export. The scope identifies which source governs each record and prevents duplicate counting.
Does connecting email let the agent accept an agreement?
No. A person approves negotiating positions and the final agreement. The agent manages authorized correspondence, tracks responses and reviews updated documents. New commercial decisions return to the person.
Can we start with documents or exports?
Yes, the initial scope can use available agreements and approved exports. A file-based starting point is distinct from a continuously refreshed application connection. We agree what is current, what is missing and what needs to be connected next.
Your systems. A stronger commercial picture.
Connect what you agreed. Act on what matters next.
Tell us where your vendor information lives. We’ll map the first useful scope to the decisions and financial outcomes you care about.