Methodology
How CORTX learns your business in 30–60 days.
C · D · A
Capture, Decode, Activate. Three movements that turn tribal knowledge into a working system.
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Atlas + Flow ship together.
A · F
Two products, one operations OS. Add modules as you grow.
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02 / MODULES

Vendors

Contracts & payables.

Vendors is the supplier-side ledger. From contract to delivery to invoice to payment, every step is tracked, validated, and visible.

01 / DEFINITION

Everything that touches a supplier.

Vendors is the structured record of every supplier relationship a business has — contracts, agreed terms, purchase orders, expected deliveries, received goods, supplier invoices, three-way matching, payment status.

It is not an accounting product. It is the operational layer that sits between procurement and accounting. The agent runs it; the operator approves where approval is needed; the records flow downstream into the books.

02 / FLOW

Five stages. One ledger.

Vendors flow: contract, order, delivery, invoice, payment A horizontal hairline connecting five stages of the supplier lifecycle. Each stage has a label and a small caption. The line draws from left to right and the stage labels stagger in. Contract terms, prices, expirations Order purchase orders, expected dates Delivery received goods, discrepancies Invoice supplier invoices, three-way match Payment release, transfer, reconciliation
5stages Per supplier flow Contract → Order → Delivery → Invoice → Payment.
3-waymatch Order · Delivery · Invoice Auto-clear when they agree.
0re-entry Records flow downstream No retyping into the ERP.
Three-way match — when documents agree Three-way matching mini-diagram Order, delivery, and invoice rows merge into a single match decision. Match clears for payment; mismatch surfaces an exception. Order Delivery Invoice Match decision Outcome PO # GRN INV clear → pay mismatch → exception
03 / CAPABILITIES

What Vendors does.

Contract registry.
Every supplier contract is tracked with terms, agreed prices, expiration dates, renewal triggers. When prices change or contracts approach renewal, Vendors flags it before the operator has to remember.
Purchase orders.
Orders are placed, tracked, and monitored. Expected delivery dates are watched; late deliveries surface as alerts before they become problems.
Three-way matching.
Order, delivery, invoice. When all three agree, the invoice clears for payment automatically. When they disagree, the discrepancy surfaces as an exception with the specific lines that don't match.
Payment release.
Payments get released against approved invoices, on the agreed schedule, through the agreed channel. Approval flows are configurable per supplier and amount.
Reconciliation.
Bank statements come in, payments are matched against released invoices, discrepancies surface as exceptions. The books at the end of the month are clean before anyone touches them.

A typical month-end close on Vendors.

  1. Open contracts reconcile. Vendors flags any contracts that expired this period or have a price adjustment trigger pending. → exceptions surfaced
  2. Three-way match runs. Every invoice for the period checks against its order and delivery. Clean matches clear automatically. → matched · queued for payment
  3. Operator approves the queue. Anything outside the auto-approve thresholds surfaces in Flow with the discrepant lines highlighted. → approvals applied
  4. Bank reconciles against payments. Released payments match against bank statements. Unmatched lines become open items the agent investigates. → ready for ERP close
04 / USERS

Who runs Vendors.

01
The procurement operator.

The person placing orders, tracking deliveries, managing supplier contracts. Vendors is their primary working surface.

02
The accounts payable operator.

The person matching invoices to orders, releasing payments, reconciling against the bank. Vendors is their full working day.

03
The owner.

The person who needs to know — at any moment — what's owed, what's due, what's late, what's coming. The aggregate view rolls up automatically.

06 / ARCHITECTURE

Vendors is the supplier-side ledger.

Vendors is the operational ledger for everything money flows out for. It connects upstream to procurement decisions and downstream to ERP and accounting. The agent does most of the work; the operator approves the moments that require human judgment; the records flow into the books without re-entry.