Platform Capabilities

Everything you need.
Nothing you don't.

Sefer is a complete procure-to-pay platform. Here's every feature that powers your procurement lifecycle from the first requisition to the final payment.

Core Modules

Procurement Lifecycle

Six document types, one unified engine. Every stage of procurement flows through a single intelligent architecture.

description

Purchase Requisitions

  • check_circle Create PRs with multi-line items and SKU lookup
  • check_circle Auto-generated document numbers with thread-safe sequencing
  • check_circle Budget impact analysis before submission
  • check_circle Department-level approval workflows
  • check_circle Bulk PR backlog for consolidation into RFQs
request_quote

Request for Quotation

  • check_circle Send RFQs to multiple vendors simultaneously
  • check_circle Vendor quote recording with bid tracking
  • check_circle Side-by-side comparison matrix
  • check_circle Best vendor selection with scoring
  • check_circle Auto-generate PO from winning quote
shopping_cart

Purchase Orders

  • check_circle Formal PO generation with tax split (CGST/SGST/IGST)
  • check_circle Vendor info, terms, and delivery schedule
  • check_circle GST place-of-supply resolution
  • check_circle PO fulfillment tracking against GRNs
  • check_circle Consolidated POs from multiple PRs
inventory

Goods Receipt Notes

  • check_circle Record goods received against PO line items
  • check_circle Quantity verification and partial receipts
  • check_circle Quality inspection checkpoints
  • check_circle Auto-update PO fulfillment status
  • check_circle Link GRN to vendor billing
receipt_long

Vendor Bills

  • check_circle Automated 3-way match (PO ↔ GRN ↔ Invoice)
  • check_circle Price variance detection and alerting
  • check_circle Original bill preview alongside digitized data
  • check_circle Tax validation and compliance checks
  • check_circle Approve, reject, or return for correction
payments

Payments

  • check_circle Advance payments against POs
  • check_circle Knockoff payments against vendor bills
  • check_circle TDS deduction at source
  • check_circle Outstanding balance calculator
  • check_circle Payment allocation tracking and history
Data Management

Vendors & Inventory

storefront

Business Partner Management

Vendors, Suppliers & Partners
arrow_forward Vendor onboarding wizard (5-step)
arrow_forward GST registration & verification
arrow_forward Bank account management
arrow_forward Contact person directory
arrow_forward Contract & pricing management
arrow_forward SKU-level vendor pricing
arrow_forward Category-based classification
arrow_forward Vendor performance tracking
inventory_2

Item Master (SKU Management)

Products, Materials & Services
arrow_forward SKU catalog with codes & descriptions
arrow_forward Hierarchical category tree
arrow_forward HSN/SAC code mapping
arrow_forward Unit of measurement (UOM)
arrow_forward Default tax rates per item
arrow_forward Vendor-SKU pricing links
arrow_forward Search-as-you-type autocomplete
arrow_forward Category-based filtering
Intelligence Layer

Workflows & AI Agents

account_tree

Visual Workflow Builder

  • check_circle Drag-and-drop visual flow editor
  • check_circle Multi-step approval chains with conditional logic
  • check_circle Configurable status transitions per document type
  • check_circle 33 pre-built statuses across 6 document types
  • check_circle Dynamic routing based on amount, department, or role
  • check_circle Status condition registry for custom business rules
  • check_circle Auto-trigger workflows on document creation or status change
auto_awesome

AI Agent Platform

  • check_circle Pre-built agent templates for common tasks
  • check_circle Custom agent builder with task pipelines
  • check_circle Trigger-based execution (on document events)
  • check_circle Multi-tool agent architecture (LLM, rules, aggregators)
  • check_circle Agent insights with actionable recommendations
  • check_circle Execution history and performance scoring
  • check_circle User feedback loop for agent improvement
Governance

Compliance, Audit & Collaboration

approval

Approvals

  • check Centralized approval inbox
  • check Approve/reject with comments
  • check Multi-level hierarchical approvals
  • check Delegation and escalation rules
history

Audit Trail

  • check Auto-logged create/update events (Auditable concern)
  • check User, timestamp, and field-level change tracking
  • check Filterable audit log viewer
  • check Full document lifecycle history
notifications

Notifications

  • check Real-time in-app notifications
  • check Unread badge count in top nav
  • check Mark as read / mark all read
  • check Notification cleanup job
attach_file

Document Attachments

  • check File upload with drag-and-drop zone
  • check Active Storage integration
  • check Multiple attachments per document
  • check Inline image preview
chat

Comments & Activity

  • check Threaded comments on documents
  • check Activity timeline with status changes
  • check Audit events, comments, and flows in one feed
  • check Document subscription (watch for changes)
tune

Custom Fields

  • check Admin-defined fields per document type
  • check Text, number, date, boolean, select types
  • check Fields render dynamically on forms and show pages
  • check Validation rules and required field support
Insights

Analytics & Reporting

bar_chart

Reports & Dashboard

  • check_circle KPI dashboard with 8+ metric cards
  • check_circle Document status distribution (donut chart)
  • check_circle Monthly document trend (bar chart)
  • check_circle Top vendors by spend ranking
  • check_circle Procurement summary report
  • check_circle Document aging report
  • check_circle Payment aging report
  • check_circle Vendor performance report
  • check_circle Flow completion report
  • check_circle CSV export for all reports
search

Search & Navigation

  • check_circle Global command palette (Cmd+K / Press '/')
  • check_circle Search documents, vendors, and SKUs in one place
  • check_circle Category-filtered results (Documents, Vendors, Items)
  • check_circle Recent searches with keyboard navigation
  • check_circle Instant results with debounced search
repeat

Recurring Documents

  • check Schedule recurring PRs, POs on daily/weekly/monthly basis
  • check Auto-generate documents from templates
  • check Pause, resume, or cancel recurring schedules
  • check Next occurrence date calculator
Foundation

Platform & Security

business

Multi-Tenancy

  • check Organization-based scoping
  • check Current context (user + org)
  • check Location-level access control
lock

Access Control

  • check 4-tier permission system
  • check Role-based access (Admin, User, Viewer)
  • check High-performance permission cache
  • check Document-type level rules
calculate

Indian Tax Engine

  • check GST auto-calculation (CGST/SGST/IGST)
  • check Place of supply resolver
  • check HSN/SAC code support
  • check TDS deduction at source
devices

Responsive UI

  • check Mobile-first responsive design
  • check Collapsible navigation (mobile drawer)
  • check Card-based mobile views
  • check Touch-optimized interactions

Ready to see it in action?

Start your free trial today. No credit card required.

Get Started Free Schedule a Demo